Polaris Wealth Advisory Group, LLC Ishares Russell 1000 Gr ETF Transaction History

Polaris Wealth Advisory Group, LLC

  • $1.3 Billion
  • Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 150,292 shares of IWF stock, worth $56.8 Million. This represents 3.07% of its overall portfolio holdings.

Number of Shares
150,292
Previous 160,708 6.48%
Holding current value
$56.8 Million
Previous $44.2 Million 9.6%
% of portfolio
3.07%
Previous 3.41%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 11, 2023
SELL
$263.8 - $285.38 $2.75 Million - $2.97 Million
-10,416 Reduced 6.48%
150,292 $40 Million
Q2 2023

Aug 07, 2023
BUY
$239.31 - $275.18 $15.9 Million - $18.3 Million
66,530 Added 70.64%
160,708 $44.2 Million
Q1 2023

May 03, 2023
SELL
$209.92 - $244.33 $4.61 Million - $5.36 Million
-21,941 Reduced 18.9%
94,178 $23 Million
Q4 2022

Jan 19, 2023
SELL
$210.27 - $232.89 $574,667 - $636,488
-2,733 Reduced 2.3%
116,119 $0
Q3 2022

Oct 12, 2022
BUY
N/A
55,734 Added 88.3%
118,852 $25 Million
Q2 2022

Jul 12, 2022
SELL
N/A
-1,867 Reduced 2.87%
63,118 $13.8 Million
Q1 2022

Apr 19, 2022
SELL
N/A
-30,292 Reduced 31.79%
64,985 $17.7 Million
Q4 2021

Jan 26, 2022
SELL
N/A
-1,287 Reduced 1.33%
95,277 $29.1 Million
Q3 2021

Oct 18, 2021
BUY
N/A
24,227 Added 33.49%
96,564 $27 Million
Q2 2021

Jul 23, 2021
SELL
N/A
-3,786 Reduced 4.97%
72,337 $19.7 Million
Q1 2021

Apr 19, 2021
SELL
N/A
-6,422 Reduced 7.78%
76,123 $19.5 Million
Q4 2020

Jan 25, 2021
SELL
N/A
-40,281 Reduced 32.8%
82,545 $20.2 Million
Q3 2020

Oct 15, 2020
SELL
N/A
-5,759 Reduced 4.48%
122,826 $27 Million
Q2 2020

Jul 13, 2020
BUY
N/A
49,705 Added 63.01%
128,585 $25 Million
Q1 2020

Apr 09, 2020
SELL
N/A
-162,807 Reduced 67.36%
78,880 $11.9 Million
Q4 2019

Jan 29, 2020
BUY
N/A
13,666 Added 5.99%
241,687 $44.4 Million
Q3 2019

Oct 09, 2019
SELL
N/A
-6,059 Reduced 2.59%
228,021 $35.4 Million
Q2 2019

Jul 25, 2019
BUY
N/A
55,309 Added 30.94%
234,080 $37.3 Million
Q1 2019

Apr 09, 2019
SELL
N/A
-17,130 Reduced 8.74%
178,771 $27.4 Million
Q4 2018

Jan 17, 2019
SELL
N/A
-4,969 Reduced 2.47%
195,901 $25.6 Million
Q3 2018

Oct 19, 2018
SELL
N/A
-15,468 Reduced 7.15%
200,870 $31.3 Million
Q2 2018

Jul 09, 2018
SELL
N/A
-541 Reduced 0.25%
216,338 $29.4 Million
Q1 2018

Apr 09, 2018
SELL
N/A
-20,282 Reduced 8.55%
216,879 $29.5 Million
Q4 2017

Feb 13, 2018
BUY
N/A
12,714 Added 5.66%
237,161 $31.9 Million
Q3 2017

Nov 01, 2017
BUY
N/A
41,341 Added 22.58%
224,447 $28.1 Million
Q2 2017

Aug 09, 2017
BUY
N/A
183,106
183,106 $21.8 Million

Others Institutions Holding IWF

# of Institutions
2,064
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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