Navis Wealth Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History

Navis Wealth Advisors, LLC

  • $82.9 Million
  • Q1 2024

A detailed history of Navis Wealth Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 2,000 shares of IWF stock, worth $729,020. This represents 0.81% of its overall portfolio holdings.

Number of Shares
2,000
Previous 2,326 14.02%
Holding current value
$729,020
Previous $705,000 4.4%
% of portfolio
0.81%
Previous 0.92%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$294.43 - $339.01 $95,984 - $110,517
-326 Reduced 14.02%
2,000 $674,000
Q4 2023

Feb 05, 2024
BUY
$256.94 - $304.21 $83,762 - $99,172
326 Added 16.3%
2,326 $705,000
Q4 2020

Mar 04, 2021
BUY
N/A
2,000 New
2,000 $482,000

Others Institutions Holding IWF

# of Institutions
2,061
Shares Held
201M
Call Options Held
346K
Put Options Held
74K
View Full List

About ISHARES RUSSELL 1000 GR ETF

IWF Quotes by TradingView
  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
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