A detailed history of Montis Financial, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Montis Financial, LLC holds 5,025 shares of IWF stock, worth $2.35 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
5,025
Previous 1,642 206.03%
Holding current value
$2.35 Million
Previous $692,000 240.03%
% of portfolio
0.55%
Previous 0.19%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025

BUY
$420.11 - $472.68 $1.42 Million - $1.6 Million
3,383 Added 206.03%
5,025 $2.35 Million
Q2 2025

Jul 17, 2025

SELL
$320.42 - $424.58 $5,126 - $6,793
-16 Reduced 0.97%
1,642 $692,000
Q1 2025

May 02, 2025

BUY
$360.07 - $417.26 $235,125 - $272,470
653 Added 64.98%
1,658 $598,000
Q4 2024

Feb 10, 2025

SELL
$370.24 - $418.94 $2,591 - $2,932
-7 Reduced 0.69%
1,005 $403,000
Q3 2024

Oct 10, 2024

SELL
$332.02 - $382.76 $9,960 - $11,482
-30 Reduced 2.88%
1,012 $379,000
Q2 2024

Aug 07, 2024

SELL
$316.15 - $367.33 $30,982 - $35,998
-98 Reduced 8.6%
1,042 $379,000
Q3 2023

Oct 31, 2023

BUY
$263.8 - $285.38 $300,732 - $325,333
1,140 New
1,140 $303,000

Others Institutions Holding IWF

About ISHARES RUSSELL 1000 GR ETF


  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
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