Strategic Wealth Partners, Ltd. Ishares Russell 1000 Gr ETF Transaction History

Strategic Wealth Partners, Ltd.

$1.03 Billion
Q4 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 879 shares of IWF stock, worth $365,989. This represents 0.03% of its overall portfolio holdings.

Number of Shares

879

Previous 931 5.59%

Holding current value

$365,989

Previous $349,000 0.86%

% of portfolio

0.03%

Previous 0.04%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$370.24 - $418.94 $19,252 - $21,784	-52 Reduced 5.59%	879 $352,000
Q3 2024 Oct 08, 2024	BUY	$332.02 - $382.76 $996 - $1,148	3 Added 0.32%	931 $349,000
Q2 2024 Oct 08, 2024	SELL	$316.15 - $367.33 $219,091 - $254,559	-693 Reduced 42.75%	928 $338,000
Q1 2024 May 20, 2024	BUY	$294.43 - $339.01 $221,705 - $255,274	753 Added 86.75%	1,621 $546,000
Q4 2023 May 20, 2024	SELL	$256.94 - $304.21 $20,812 - $24,641	-81 Reduced 8.54%	868 $263,000
Q3 2023 May 20, 2024	SELL	$263.8 - $285.38 $30,864 - $33,389	-117 Reduced 10.98%	949 $252,000
Q2 2023 May 20, 2024	SELL	$239.31 - $275.18 $157,226 - $180,793	-657 Reduced 38.13%	1,066 $293,000
Q1 2023 Apr 24, 2023	BUY	$209.92 - $244.33 $87,746 - $102,129	418 Added 32.03%	1,723 $420,000
Q4 2022 Apr 24, 2023	SELL	$207.03 - $232.89 $56,312 - $63,346	-272 Reduced 17.25%	1,305 $279,000
Q3 2022 Apr 24, 2023	BUY	$210.4 - $257.47 $25,248 - $30,896	120 Added 8.24%	1,577 $0
Q2 2022 Aug 22, 2022	SELL	$209.9 - $283.21 $20,360 - $27,471	-97 Reduced 6.24%	1,457 $319,000
Q1 2022 May 19, 2022	SELL	$246.62 - $307.78 $10 Million - $12.5 Million	-40,534 Reduced 96.31%	1,554 $0
Q4 2021 Feb 11, 2022	BUY	$270.99 - $309.52 $295,921 - $337,995	1,092 Added 2.66%	42,088 $0
Q3 2021 Nov 12, 2021	SELL	$272.07 - $292.68 $56,590 - $60,877	-208 Reduced 0.5%	40,996 $11.2 Million
Q2 2021 Aug 25, 2021	SELL	$244.58 - $272.16 $680,666 - $757,421	-2,783 Reduced 6.33%	41,204 $11.2 Million
Q1 2021 May 24, 2021	SELL	$230.04 - $254.69 $53,829 - $59,597	-234 Reduced 0.53%	43,987 $10.7 Million
Q4 2020 Feb 18, 2021	SELL	$209.58 - $241.25 $4.66 Million - $5.36 Million	-22,229 Reduced 33.45%	44,221 $10.7 Million
Q3 2020 Nov 10, 2020	BUY	$194.64 - $233.83 $3.25 Million - $3.91 Million	16,721 Added 33.62%	66,450 $14.4 Million
Q2 2020 Aug 11, 2020	BUY	$144.16 - $193.61 $6.88 Million - $9.24 Million	47,736 Added 2395.18%	49,729 $9.55 Million
Q4 2019 Jan 30, 2020	BUY	$155.29 - $176.84 $71,278 - $81,169	459 Added 29.92%	1,993 $351,000
Q3 2019 Oct 28, 2019	BUY	$158.47 - $162.55 $121,071 - $124,188	764 Added 99.22%	1,534 $16.2 Million
Q2 2019 Aug 06, 2019	BUY	N/A	398 Added 106.99%	770 $121,000
Q1 2019 May 14, 2019	BUY	N/A	372 New	372 $57,000
Q2 2018 Sep 04, 2018	SELL	N/A	-187 Closed	0 $0
Q1 2018 Jul 13, 2018	BUY	N/A	187 New	187 $25,000

Others Institutions Holding IWF

# of Institutions

2,442

Shares Held

210M

Call Options Held

404K

Put Options Held

131K

View Full List

About ISHARES RUSSELL 1000 GR ETF

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Strategic Wealth Partners, Ltd. Ishares Russell 1000 Gr ETF Transaction History