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

Sax Wealth Advisors, LLC

$1.37 Billion
Q1 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 12,863 shares of IWF stock, worth $5.12 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

12,863

Previous 11,454 12.3%

Holding current value

$5.12 Million

Previous $4.6 Million 0.98%

% of portfolio

0.34%

Previous 0.37%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$360.07 - $417.26 $507,338 - $587,919	1,409 Added 12.3%	12,863 $4.64 Million
Q4 2024 Jan 15, 2025	BUY	$370.24 - $418.94 $168,829 - $191,036	456 Added 4.15%	11,454 $4.6 Million
Q3 2024 Oct 17, 2024	BUY	$332.02 - $382.76 $120,855 - $139,324	364 Added 3.42%	10,998 $4.13 Million
Q2 2024 Jul 12, 2024	BUY	$316.15 - $367.33 $778,677 - $904,733	2,463 Added 30.14%	10,634 $3.88 Million
Q1 2024 May 13, 2024	BUY	$294.43 - $339.01 $2,061 - $2,373	7 Added 0.09%	8,171 $2.75 Million
Q4 2023 Feb 14, 2024	BUY	$256.94 - $304.21 $225,336 - $266,792	877 Added 12.04%	8,164 $2.48 Million
Q3 2023 Nov 07, 2023	SELL	$263.8 - $285.38 $71,226 - $77,052	-270 Reduced 3.57%	7,287 $1.94 Million
Q2 2023 Aug 10, 2023	SELL	$239.31 - $275.18 $297,462 - $342,048	-1,243 Reduced 14.12%	7,557 $2.08 Million
Q1 2023 May 05, 2023	BUY	$209.92 - $244.33 $242,667 - $282,445	1,156 Added 15.12%	8,800 $2.15 Million
Q4 2022 Feb 06, 2023	SELL	$207.03 - $232.89 $26,499 - $29,809	-128 Reduced 1.65%	7,644 $1.64 Million
Q3 2022 Nov 08, 2022	BUY	$210.4 - $257.47 $98,888 - $121,010	470 Added 6.44%	7,772 $1.64 Million
Q2 2022 Aug 11, 2022	SELL	$209.9 - $283.21 $306,873 - $414,053	-1,462 Reduced 16.68%	7,302 $1.6 Million
Q1 2022 Apr 20, 2022	BUY	$246.62 - $307.78 $34,773 - $43,396	141 Added 1.64%	8,764 $2.43 Million
Q4 2021 Feb 07, 2022	BUY	$270.99 - $309.52 $49,049 - $56,023	181 Added 2.14%	8,623 $2.64 Million
Q3 2021 Dec 10, 2021	BUY	$272.07 - $292.68 $816 - $878	3 Added 0.04%	8,442 $2.31 Million
Q2 2021 Aug 12, 2021	BUY	$244.58 - $272.16 $38,399 - $42,729	157 Added 1.9%	8,439 $2.29 Million
Q1 2021 May 14, 2021	BUY	$230.04 - $254.69 $42,787 - $47,372	186 Added 2.3%	8,282 $2.01 Million
Q4 2020 Feb 16, 2021	BUY	$209.58 - $241.25 $1.7 Million - $1.95 Million	8,096 New	8,096 $1.95 Million

Others Institutions Holding IWF

# of Institutions

2,434

Shares Held

213M

Call Options Held

356K

Put Options Held

86.1K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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