A detailed history of Secure Asset Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Secure Asset Management, LLC holds 1,295 shares of IWF stock, worth $501,877. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,295
Previous 756 71.3%
Holding current value
$501,877
Previous $275,000 76.73%
% of portfolio
0.09%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$332.02 - $382.76 $178,958 - $206,307
539 Added 71.3%
1,295 $486,000
Q2 2024

Jul 24, 2024

BUY
$316.15 - $367.33 $239,009 - $277,701
756 New
756 $275,000
Q4 2023

Jan 22, 2024

BUY
$256.94 - $304.21 $213,774 - $253,102
832 New
832 $252,000
Q2 2022

Jul 20, 2022

SELL
$209.9 - $283.21 $155,745 - $210,141
-742 Closed
0 $0
Q1 2022

Apr 19, 2022

SELL
$246.62 - $307.78 $176,826 - $220,678
-717 Reduced 49.14%
742 $206,000
Q3 2021

Oct 28, 2021

SELL
$272.07 - $292.68 $124,335 - $133,754
-457 Reduced 23.85%
1,459 $400,000
Q2 2021

Jul 16, 2021

SELL
$244.58 - $272.16 $207,893 - $231,336
-850 Reduced 30.73%
1,916 $520,000
Q1 2021

Apr 14, 2021

SELL
$230.04 - $254.69 $46,008 - $50,938
-200 Reduced 6.74%
2,766 $672,000
Q4 2020

Feb 08, 2021

SELL
$209.58 - $241.25 $104,790 - $120,625
-500 Reduced 14.43%
2,966 $715,000
Q3 2020

Oct 20, 2020

BUY
$194.64 - $233.83 $317,457 - $381,376
1,631 Added 88.88%
3,466 $752,000
Q1 2020

Apr 15, 2020

BUY
$131.63 - $192.29 $4,343 - $6,345
33 Added 1.83%
1,835 $276,000
Q4 2019

Feb 06, 2020

BUY
$155.29 - $176.84 $279,832 - $318,665
1,802 New
1,802 $317,000

Others Institutions Holding IWF

About ISHARES RUSSELL 1000 GR ETF


  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
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