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

Wealth Management Partners, LLC

$212 Million
Q1 2025

A detailed history of Wealth Management Partners, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Wealth Management Partners, LLC holds 1,425 shares of IWF stock, worth $513,769. This represents 0.24% of its overall portfolio holdings.

Number of Shares

1,425

Previous 1,346 5.87%

Holding current value

$513,769

Previous $540,000 5.0%

% of portfolio

0.24%

Previous 0.24%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$360.07 - $417.26 $28,445 - $32,963	79 Added 5.87%	1,425 $513,000
Q4 2024 Jan 16, 2025	SELL	$370.24 - $418.94 $1,480 - $1,675	-4 Reduced 0.3%	1,346 $540,000
Q3 2024 Oct 21, 2024	SELL	$332.02 - $382.76 $17,597 - $20,286	-53 Reduced 3.78%	1,350 $506,000
Q2 2024 Jul 12, 2024	BUY	$316.15 - $367.33 $15,491 - $17,999	49 Added 3.62%	1,403 $511,000
Q1 2024 Apr 12, 2024	SELL	$294.43 - $339.01 $43,575 - $50,173	-148 Reduced 9.85%	1,354 $456,000
Q3 2023 Oct 24, 2023	SELL	$263.8 - $285.38 $2,638 - $2,853	-10 Reduced 0.66%	1,502 $399,000
Q2 2023 Jul 24, 2023	SELL	$239.31 - $275.18 $13,162 - $15,134	-55 Reduced 3.51%	1,512 $416,000
Q1 2023 Apr 14, 2023	SELL	$209.92 - $244.33 $90,895 - $105,794	-433 Reduced 21.65%	1,567 $382,000
Q4 2021 Jan 19, 2022	BUY	$270.99 - $309.52 $41,190 - $47,047	152 Added 8.23%	2,000 $566,000
Q3 2021 Oct 29, 2021	SELL	$272.07 - $292.68 $4,625 - $4,975	-17 Reduced 0.91%	1,848 $506,000
Q2 2021 Jul 14, 2021	SELL	$244.58 - $272.16 $18,343 - $20,412	-75 Reduced 3.87%	1,865 $506,000
Q1 2021 Apr 15, 2021	SELL	$230.04 - $254.69 $21,623 - $23,940	-94 Reduced 4.62%	1,940 $489,000
Q4 2020 Feb 04, 2021	BUY	$209.58 - $241.25 $426,285 - $490,702	2,034 New	2,034 $507,000

Others Institutions Holding IWF

# of Institutions

2,460

Shares Held

214M

Call Options Held

404K

Put Options Held

131K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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