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

Waterway Wealth Management, LLC

$240 Billion
Q1 2025

A detailed history of Waterway Wealth Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 20,505 shares of IWF stock, worth $8.27 Million. This represents 3.09% of its overall portfolio holdings.

Number of Shares

20,505

Previous 11,347 80.71%

Holding current value

$8.27 Million

Previous $4.56 Billion 62.48%

% of portfolio

3.09%

Previous 2.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$360.07 - $417.26 $3.3 Million - $3.82 Million	9,158 Added 80.71%	20,505 $7.4 Billion
Q4 2024 Feb 05, 2025	BUY	$370.24 - $418.94 $747,514 - $845,839	2,019 Added 21.64%	11,347 $4.56 Billion
Q3 2024 Oct 21, 2024	SELL	$332.02 - $382.76 $109,566 - $126,310	-330 Reduced 3.42%	9,328 $3.5 Billion
Q2 2024 Jul 25, 2024	SELL	$316.15 - $367.33 $1.43 Million - $1.66 Million	-4,516 Reduced 31.86%	9,658 $3.52 Billion
Q1 2024 Apr 18, 2024	SELL	$294.43 - $339.01 $421,623 - $485,462	-1,432 Reduced 9.18%	14,174 $4.78 Billion
Q4 2023 Jan 17, 2024	BUY	$256.94 - $304.21 $4.01 Million - $4.75 Million	15,606 New	15,606 $4.73 Billion

Others Institutions Holding IWF

# of Institutions

2,438

Shares Held

213M

Call Options Held

356K

Put Options Held

86.1K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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