Plante Moran Financial Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History

Plante Moran Financial Advisors, LLC

$1.17 Billion
Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 6,107 shares of IWF stock, worth $2.5 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

6,107

Previous 6,114 0.11%

Holding current value

$2.5 Million

Previous $2.23 Million 2.87%

% of portfolio

0.2%

Previous 0.22%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$332.02 - $382.76 $2,324 - $2,679	-7 Reduced 0.11%	6,107 $2.29 Million
Q2 2024 Aug 12, 2024	SELL	$316.15 - $367.33 $156,494 - $181,828	-495 Reduced 7.49%	6,114 $2.23 Million
Q1 2024 May 09, 2024	BUY	$294.43 - $339.01 $151,042 - $173,912	513 Added 8.42%	6,609 $2.23 Million
Q4 2023 Feb 05, 2024	BUY	$256.94 - $304.21 $148,768 - $176,137	579 Added 10.49%	6,096 $1.85 Million
Q3 2023 Nov 07, 2023	SELL	$263.8 - $285.38 $5,012 - $5,422	-19 Reduced 0.34%	5,517 $1.47 Million
Q2 2023 Aug 07, 2023	SELL	$239.31 - $275.18 $27,759 - $31,920	-116 Reduced 2.05%	5,536 $1.52 Million
Q1 2023 May 08, 2023	SELL	$209.92 - $244.33 $297,666 - $346,459	-1,418 Reduced 20.06%	5,652 $1.38 Million
Q4 2022 Feb 09, 2023	SELL	$207.03 - $232.89 $198,955 - $223,807	-961 Reduced 11.97%	7,070 $1.51 Million
Q3 2022 Nov 02, 2022	SELL	$210.4 - $257.47 $144,755 - $177,139	-688 Reduced 7.89%	8,031 $1.69 Million
Q2 2022 Aug 02, 2022	BUY	$209.9 - $283.21 $155,955 - $210,425	743 Added 9.32%	8,719 $1.91 Million
Q1 2022 May 06, 2022	SELL	$246.62 - $307.78 $1.13 Million - $1.41 Million	-4,582 Reduced 36.49%	7,976 $2.21 Million
Q4 2021 Feb 09, 2022	BUY	$270.99 - $309.52 $1.2 Million - $1.38 Million	4,444 Added 54.77%	12,558 $3.84 Million
Q3 2021 Nov 08, 2021	SELL	$272.07 - $292.68 $113,453 - $122,047	-417 Reduced 4.89%	8,114 $2.22 Million
Q2 2021 Aug 10, 2021	BUY	$244.58 - $272.16 $13,696 - $15,240	56 Added 0.66%	8,531 $2.32 Million
Q1 2021 May 13, 2021	SELL	$230.04 - $254.69 $271,447 - $300,534	-1,180 Reduced 12.22%	8,475 $2.06 Million
Q4 2020 Feb 09, 2021	BUY	$209.58 - $241.25 $21,377 - $24,607	102 Added 1.07%	9,655 $2.33 Million
Q3 2020 Nov 12, 2020	SELL	$194.64 - $233.83 $76,104 - $91,427	-391 Reduced 3.93%	9,553 $2.07 Million
Q2 2020 Aug 10, 2020	BUY	$144.16 - $193.61 $12,830 - $17,231	89 Added 0.9%	9,944 $1.91 Million
Q1 2020 May 07, 2020	BUY	$131.63 - $192.29 $338,552 - $494,569	2,572 Added 35.32%	9,855 $1.49 Million
Q4 2019 Feb 14, 2020	SELL	$155.29 - $176.84 $1.02 Million - $1.16 Million	-6,555 Reduced 47.37%	7,283 $1.28 Million
Q3 2019 Nov 13, 2019	BUY	$158.47 - $162.55 $161,797 - $165,963	1,021 Added 7.97%	13,838 $0
Q2 2019 Aug 13, 2019	SELL	N/A	-330 Reduced 2.51%	12,817 $2.02 Million
Q1 2019 May 13, 2019	BUY	N/A	335 Added 2.61%	13,147 $1.99 Million
Q4 2018 Jan 29, 2019	SELL	N/A	-394 Reduced 2.98%	12,812 $1.68 Million
Q3 2018 Nov 09, 2018	SELL	N/A	-226 Reduced 1.68%	13,206 $2.06 Million
Q2 2018 Jul 26, 2018	BUY	N/A	549 Added 4.26%	13,432 $1.93 Million
Q1 2018 May 01, 2018	BUY	N/A	134 Added 1.05%	12,883 $1.75 Million
Q4 2017 Feb 01, 2018	BUY	N/A	29 Added 0.23%	12,749 $1.72 Million
Q3 2017 Nov 08, 2017	BUY	N/A	12,720	12,720 $1.59 Million

Others Institutions Holding IWF

# of Institutions

2,308

Shares Held

202M

Call Options Held

337K

Put Options Held

137K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
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Plante Moran Financial Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History