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

Tru Wealth Advisors, LLC

  • $1.43 Billion
  • Q1 2024

A detailed history of Tru Wealth Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 227,008 shares of IWF stock, worth $86 Million. This represents 5.35% of its overall portfolio holdings.

Number of Shares
227,008
Previous 224,129 1.28%
Holding current value
$86 Million
Previous $67.9 Million 12.6%
% of portfolio
5.35%
Previous 5.2%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
BUY
$294.43 - $339.01 $847,663 - $976,009
2,879 Added 1.28%
227,008 $76.5 Million
Q4 2023

Jan 10, 2024
BUY
$256.94 - $304.21 $14 Million - $16.6 Million
54,598 Added 32.21%
224,129 $67.9 Million
Q3 2023

Oct 10, 2023
BUY
$263.8 - $285.38 $677,702 - $733,141
2,569 Added 1.54%
169,531 $45.1 Million
Q2 2023

Aug 04, 2023
BUY
$239.31 - $275.18 $6.36 Million - $7.32 Million
26,585 Added 18.94%
166,962 $45.9 Million
Q1 2023

Apr 25, 2023
SELL
$209.92 - $244.33 $2.22 Million - $2.58 Million
-10,571 Reduced 7.0%
140,377 $34.3 Million
Q4 2022

Jan 27, 2023
SELL
$210.27 - $232.89 $5.26 Million - $5.82 Million
-24,998 Reduced 14.21%
150,948 $0
Q3 2022

Oct 24, 2022
BUY
N/A
7,663 Added 4.55%
175,946 $37 Million
Q2 2022

Jul 22, 2022
BUY
N/A
26,515 Added 18.7%
168,283 $36.8 Million
Q1 2022

Apr 27, 2022
BUY
N/A
13,711 Added 10.71%
141,768 $39.4 Million
Q4 2021

Jan 19, 2022
BUY
N/A
3,473 Added 2.79%
128,057 $39.1 Million
Q3 2021

Oct 29, 2021
BUY
N/A
2,654 Added 2.18%
124,584 $34.1 Million
Q2 2021

Jul 29, 2021
SELL
N/A
-14,574 Reduced 10.68%
121,930 $33.1 Million
Q1 2021

May 10, 2021
SELL
N/A
-9,260 Reduced 6.35%
136,504 $33.2 Million
Q4 2020

Jan 26, 2021
BUY
N/A
145,764 New
145,764 $35.1 Million

Others Institutions Holding IWF

# of Institutions
2,068
Shares Held
201M
Call Options Held
346K
Put Options Held
74K
View Full List

About ISHARES RUSSELL 1000 GR ETF

IWF Quotes by TradingView
  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
Track This Portfolio

Track Tru Wealth Advisors, LLC Portfolio

Follow Tru Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Tru Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email