United Capital Financial Advisers, LLC Ishares Russell 1000 Gr ETF Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 85,450 shares of IWF stock, worth $34.8 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

85,450

Previous 87,154 1.96%

Holding current value

$34.8 Million

Previous $31.8 Million 0.97%

% of portfolio

0.16%

Previous 0.28%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$332.02 - $382.76 $565,762 - $652,223	-1,704 Reduced 1.96%	85,450 $32.1 Million
Q2 2024 Aug 14, 2024	SELL	$316.15 - $367.33 $1.54 Million - $1.79 Million	-4,886 Reduced 5.31%	87,154 $31.8 Million
Q1 2024 May 15, 2024	SELL	$294.43 - $339.01 $2.35 Million - $2.71 Million	-7,989 Reduced 7.99%	92,040 $31 Million
Q4 2023 Feb 14, 2024	SELL	$256.94 - $304.21 $4.51 Million - $5.33 Million	-17,535 Reduced 14.92%	100,029 $30.3 Million
Q3 2023 Nov 14, 2023	SELL	$263.8 - $285.38 $2.88 Million - $3.12 Million	-10,918 Reduced 8.5%	117,564 $31.3 Million
Q2 2023 Aug 14, 2023	SELL	$239.31 - $275.18 $1.75 Million - $2.01 Million	-7,311 Reduced 5.38%	128,482 $35.4 Million
Q1 2023 Aug 14, 2023	BUY	$209.92 - $244.33 $1.48 Million - $1.73 Million	7,071 Added 5.5%	135,553 $33.1 Million
Q1 2023 May 15, 2023	SELL	$209.92 - $244.33 $2.38 Million - $2.77 Million	-11,354 Reduced 7.72%	135,793 $33.2 Million
Q4 2022 Feb 14, 2023	SELL	$207.03 - $232.89 $630,406 - $709,150	-3,045 Reduced 2.03%	147,147 $31.5 Million
Q3 2022 Nov 14, 2022	SELL	$210.4 - $257.47 $1.67 Million - $2.04 Million	-7,931 Reduced 5.02%	150,192 $31.6 Million
Q2 2022 Aug 11, 2022	BUY	$209.9 - $283.21 $194,997 - $263,102	929 Added 0.59%	158,123 $34.6 Million
Q1 2022 May 16, 2022	BUY	$246.62 - $307.78 $2.48 Million - $3.1 Million	10,060 Added 6.84%	157,194 $43.6 Million
Q4 2021 Feb 14, 2022	SELL	$270.99 - $309.52 $210,559 - $240,497	-777 Reduced 0.53%	147,134 $45 Million
Q3 2021 Nov 15, 2021	BUY	$272.07 - $292.68 $1.92 Million - $2.07 Million	7,061 Added 5.01%	147,911 $40.5 Million
Q2 2021 Aug 13, 2021	BUY	$244.58 - $272.16 $438,287 - $487,710	1,792 Added 1.29%	140,850 $38.2 Million
Q1 2021 May 14, 2021	BUY	$230.04 - $254.69 $329,417 - $364,716	1,432 Added 1.04%	139,058 $33.8 Million
Q4 2020 Feb 17, 2021	BUY	$209.58 - $241.25 $1.05 Million - $1.21 Million	5,001 Added 3.77%	137,626 $33.2 Million
Q3 2020 Nov 13, 2020	SELL	$194.64 - $233.83 $1.21 Million - $1.45 Million	-6,212 Reduced 4.47%	132,625 $28.8 Million
Q2 2020 Aug 13, 2020	SELL	$144.16 - $193.61 $3.08 Million - $4.13 Million	-21,341 Reduced 13.32%	138,837 $26.7 Million
Q1 2020 May 15, 2020	BUY	$131.63 - $192.29 $999,466 - $1.46 Million	7,593 Added 4.98%	160,178 $24.1 Million
Q4 2019 Feb 14, 2020	BUY	$155.29 - $176.84 $1.36 Million - $1.55 Million	8,780 Added 6.11%	152,585 $26.8 Million
Q3 2019 Nov 14, 2019	SELL	$158.47 - $162.55 $1.83 Million - $1.87 Million	-11,530 Reduced 7.42%	143,805 $23 Million
Q2 2019 Aug 13, 2019	BUY	N/A	9,960 Added 6.85%	155,335 $24.4 Million
Q1 2019 May 14, 2019	SELL	N/A	-20,423 Reduced 12.32%	145,375 $22 Million
Q4 2018 Feb 14, 2019	BUY	N/A	25,750 Added 18.39%	165,798 $21.7 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-9,269 Reduced 6.21%	140,048 $21.8 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-1,586 Reduced 1.05%	149,317 $21.5 Million
Q1 2018 May 15, 2018	BUY	N/A	53,333 Added 54.66%	150,903 $20.5 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-6,318 Reduced 6.08%	97,570 $13.2 Million
Q3 2017 Nov 14, 2017	BUY	N/A	812 Added 0.79%	103,888 $13 Million
Q2 2017 Aug 14, 2017	BUY	N/A	103,076	103,076 $12.3 Million

Others Institutions Holding IWF

# of Institutions

2,219

Shares Held

204M

Call Options Held

346K

Put Options Held

136K

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 United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Account

United Capital Financial Advisers, LLC Ishares Russell 1000 Gr ETF Transaction History