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

Navis Wealth Advisors, LLC

  • $99.6 Million
  • Q1 2025

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 $725,780. This represents 0.72% of its overall portfolio holdings.

Number of Shares
2,000
Previous 2,411 17.05%
Holding current value
$725,780
Previous $968,000 25.41%
% of portfolio
0.72%
Previous 1.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$360.07 - $417.26 $147,988 - $171,493
-411 Reduced 17.05%
2,000 $722,000
Q4 2024

Jan 21, 2025
BUY
$370.24 - $418.94 $152,168 - $172,184
411 Added 20.55%
2,411 $968,000
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
$209.58 - $241.25 $419,160 - $482,500
2,000 New
2,000 $482,000

Others Institutions Holding IWF

# of Institutions
2,448
Shares Held
213M
Call Options Held
404K
Put Options Held
103K
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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