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

Wealth Management Solutions, LLC

$145 Million
Q3 2023

A detailed history of Wealth Management Solutions, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Wealth Management Solutions, LLC holds 1,690 shares of IWF stock, worth $688,387. This represents 0.31% of its overall portfolio holdings.

Number of Shares

1,690

Previous 1,690 -0.0%

Holding current value

$688,387

Previous $465,000 3.44%

% of portfolio

0.31%

Previous 0.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 03, 2023	BUY	$239.31 - $275.18 $478 - $550	2 Added 0.12%	1,690 $465,000
Q1 2023 May 05, 2023	SELL	$209.92 - $244.33 $50,170 - $58,394	-239 Reduced 12.4%	1,688 $412,000
Q4 2022 Feb 09, 2023	SELL	$207.03 - $232.89 $148,026 - $166,516	-715 Reduced 27.06%	1,927 $412,000
Q3 2022 Nov 07, 2022	BUY	$210.4 - $257.47 $12,624 - $15,448	60 Added 2.32%	2,642 $556,000
Q2 2022 Aug 01, 2022	SELL	$209.9 - $283.21 $17,421 - $23,506	-83 Reduced 3.11%	2,582 $565,000
Q1 2022 May 06, 2022	SELL	$246.62 - $307.78 $56,475 - $70,481	-229 Reduced 7.91%	2,665 $740,000
Q4 2021 Feb 03, 2022	BUY	$270.99 - $309.52 $784,245 - $895,750	2,894 New	2,894 $884,000

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 Wealth Management Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Solutions, LLC with notifications on news.

Account

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