Tci Wealth Advisors, Inc. Ishares Russell 1000 Gr ETF Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

A detailed history of Tci Wealth Advisors, Inc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Tci Wealth Advisors, Inc. holds 1,745 shares of IWF stock, worth $690,671. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,745

Previous 1,825 4.38%

Holding current value

$690,671

Previous $665,000 1.5%

% of portfolio

0.06%

Previous 0.07%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$332.02 - $382.76 $26,561 - $30,620	-80 Reduced 4.38%	1,745 $655,000
Q2 2024 Jul 30, 2024	SELL	$316.15 - $367.33 $190,954 - $221,867	-604 Reduced 24.87%	1,825 $665,000
Q1 2024 May 07, 2024	BUY	$294.43 - $339.01 $294 - $339	1 Added 0.04%	2,429 $818,000
Q4 2023 Feb 06, 2024	SELL	$256.94 - $304.21 $21,582 - $25,553	-84 Reduced 3.34%	2,428 $736,000
Q3 2023 Oct 31, 2023	SELL	$263.8 - $285.38 $16,883 - $18,264	-64 Reduced 2.48%	2,512 $668,000
Q2 2023 Aug 04, 2023	BUY	$239.31 - $275.18 $157,944 - $181,618	660 Added 34.45%	2,576 $708,000
Q1 2023 May 03, 2023	SELL	$209.92 - $244.33 $7,347 - $8,551	-35 Reduced 1.79%	1,916 $468,000
Q4 2022 Feb 06, 2023	SELL	$207.03 - $232.89 $414 - $465	-2 Reduced 0.1%	1,951 $417,000
Q3 2022 Nov 08, 2022	SELL	$210.4 - $257.47 $13,676 - $16,735	-65 Reduced 3.22%	1,953 $411,000
Q2 2022 Jul 19, 2022	BUY	$209.9 - $283.21 $419 - $566	2 Added 0.1%	2,018 $441,000
Q1 2022 Apr 29, 2022	SELL	$246.62 - $307.78 $69,793 - $87,101	-283 Reduced 12.31%	2,016 $560,000
Q4 2021 Jan 24, 2022	SELL	$270.99 - $309.52 $53,385 - $60,975	-197 Reduced 7.89%	2,299 $703,000
Q3 2021 Oct 29, 2021	SELL	$272.07 - $292.68 $15,780 - $16,975	-58 Reduced 2.27%	2,496 $684,000
Q2 2021 Aug 02, 2021	BUY	$244.58 - $272.16 $47,693 - $53,071	195 Added 8.27%	2,554 $693,000
Q1 2021 Apr 29, 2021	SELL	$230.04 - $254.69 $11,502 - $12,734	-50 Reduced 2.08%	2,359 $573,000
Q4 2020 Jan 21, 2021	SELL	$209.58 - $241.25 $5,449 - $6,272	-26 Reduced 1.07%	2,409 $581,000
Q3 2020 Oct 20, 2020	SELL	$194.64 - $233.83 $38,928 - $46,766	-200 Reduced 7.59%	2,435 $528,000
Q2 2020 Jul 20, 2020	BUY	$144.16 - $193.61 $22,488 - $30,203	156 Added 6.29%	2,635 $506,000
Q1 2020 Apr 14, 2020	SELL	$131.63 - $192.29 $14,742 - $21,536	-112 Reduced 4.32%	2,479 $373,000
Q4 2019 Jan 27, 2020	SELL	$155.29 - $176.84 $5,124 - $5,835	-33 Reduced 1.26%	2,591 $456,000
Q2 2019 Jul 23, 2019	SELL	N/A	-411 Reduced 13.54%	2,624 $413,000
Q1 2019 Apr 11, 2019	SELL	N/A	-14 Reduced 0.46%	3,035 $459,000
Q4 2018 Jan 17, 2019	BUY	N/A	257 Added 9.2%	3,049 $399,000
Q3 2018 Nov 02, 2018	SELL	N/A	-98 Reduced 3.39%	2,792 $435,000
Q2 2018 Jul 27, 2018	BUY	N/A	1,275 Added 78.95%	2,890 $416,000
Q1 2018 Apr 30, 2018	SELL	N/A	-1,797 Reduced 52.67%	1,615 $220,000
Q4 2017 Feb 01, 2018	BUY	N/A	1,760 Added 106.54%	3,412 $460,000
Q3 2017 Oct 24, 2017	SELL	N/A	-9 Reduced 0.54%	1,652 $207,000
Q2 2017 Aug 10, 2017	BUY	N/A	1,661	1,661 $198,000

Others Institutions Holding IWF

# of Institutions

2,209

Shares Held

204M

Call Options Held

298K

Put Options Held

135K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

More about IWF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tci Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tci Wealth Advisors, Inc. with notifications on news.

Account

Tci Wealth Advisors, Inc. Ishares Russell 1000 Gr ETF Transaction History