Sendero Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History

Sendero Wealth Management, LLC

$627 Million
Q4 2024

A detailed history of Sendero Wealth Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Sendero Wealth Management, LLC holds 9,523 shares of IWF stock, worth $3.43 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

9,523

Previous 9,567 0.46%

Holding current value

$3.43 Million

Previous $3.59 Million 6.49%

% of portfolio

0.61%

Previous 0.58%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$370.24 - $418.94 $16,290 - $18,433	-44 Reduced 0.46%	9,523 $3.82 Million
Q3 2024 Oct 09, 2024	BUY	$332.02 - $382.76 $112,222 - $129,372	338 Added 3.66%	9,567 $3.59 Million
Q2 2024 Jul 12, 2024	SELL	$316.15 - $367.33 $31,298 - $36,365	-99 Reduced 1.06%	9,229 $3.36 Million
Q1 2024 Apr 16, 2024	SELL	$294.43 - $339.01 $149,864 - $172,556	-509 Reduced 5.17%	9,328 $3.14 Million
Q4 2023 Jan 17, 2024	BUY	$256.94 - $304.21 $8,479 - $10,038	33 Added 0.34%	9,837 $2.98 Million
Q3 2023 Oct 10, 2023	BUY	$263.8 - $285.38 $99,452 - $107,588	377 Added 4.0%	9,804 $2.61 Million
Q2 2023 Jul 20, 2023	SELL	$239.31 - $275.18 $104,578 - $120,253	-437 Reduced 4.43%	9,427 $2.59 Million
Q1 2023 Apr 27, 2023	BUY	$209.92 - $244.33 $683,709 - $795,782	3,257 Added 49.3%	9,864 $2.41 Million
Q4 2022 Feb 01, 2023	BUY	$207.03 - $232.89 $195,643 - $220,081	945 Added 16.69%	6,607 $1.42 Million
Q3 2022 Oct 27, 2022	SELL	$210.4 - $257.47 $272,888 - $333,938	-1,297 Reduced 18.64%	5,662 $1.19 Million
Q2 2022 Aug 09, 2022	BUY	$209.9 - $283.21 $1.46 Million - $1.97 Million	6,959 New	6,959 $1.52 Million

Others Institutions Holding IWF

# of Institutions

2,465

Shares Held

210M

Call Options Held

404K

Put Options Held

131K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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Sendero Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History