A detailed history of Wealthspire Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 119,266 shares of IWF stock, worth $49.7 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
119,266
Previous 112,798 5.73%
Holding current value
$49.7 Million
Previous $41.1 Million 8.89%
% of portfolio
0.46%
Previous 0.53%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$332.02 - $382.76 $2.15 Million - $2.48 Million
6,468 Added 5.73%
119,266 $44.8 Million
Q2 2024

Aug 08, 2024

SELL
$316.15 - $367.33 $506,788 - $588,829
-1,603 Reduced 1.4%
112,798 $41.1 Million
Q1 2024

May 06, 2024

SELL
$294.43 - $339.01 $762,573 - $878,035
-2,590 Reduced 2.21%
114,401 $38.6 Million
Q4 2023

Feb 06, 2024

BUY
$256.94 - $304.21 $437,825 - $518,373
1,704 Added 1.48%
116,991 $35.5 Million
Q3 2023

Nov 06, 2023

SELL
$263.8 - $285.38 $1.58 Million - $1.71 Million
-5,990 Reduced 4.94%
115,287 $30.7 Million
Q2 2023

Jul 31, 2023

BUY
$239.31 - $275.18 $3.01 Million - $3.46 Million
12,573 Added 11.57%
121,277 $33.4 Million
Q1 2023

May 09, 2023

BUY
$209.92 - $244.33 $70,113 - $81,606
334 Added 0.31%
108,704 $26.6 Million
Q4 2022

Feb 13, 2023

SELL
$207.03 - $232.89 $2.28 Million - $2.57 Million
-11,031 Reduced 9.24%
108,370 $23.2 Million
Q3 2022

Nov 14, 2022

BUY
$210.4 - $257.47 $1.99 Million - $2.43 Million
9,435 Added 8.58%
119,401 $25.1 Million
Q2 2022

Aug 09, 2022

BUY
$209.9 - $283.21 $708,202 - $955,550
3,374 Added 3.17%
109,966 $24.1 Million
Q1 2022

May 09, 2022

BUY
$246.62 - $307.78 $779,565 - $972,892
3,161 Added 3.06%
106,592 $29.6 Million
Q4 2021

Feb 14, 2022

SELL
$270.99 - $309.52 $518,132 - $591,802
-1,912 Reduced 1.82%
103,431 $31.6 Million
Q3 2021

Nov 15, 2021

BUY
$272.07 - $292.68 $10.5 Million - $11.3 Million
38,634 Added 57.91%
105,343 $28.9 Million
Q2 2021

Aug 13, 2021

SELL
$244.58 - $272.16 $11.8 Million - $13.1 Million
-48,221 Reduced 41.96%
66,709 $18.1 Million
Q1 2021

May 17, 2021

BUY
$230.04 - $254.69 $11.8 Million - $13.1 Million
51,272 Added 80.54%
114,930 $27.9 Million
Q4 2020

Feb 16, 2021

BUY
$209.58 - $241.25 $8.79 Million - $10.1 Million
41,959 Added 193.37%
63,658 $15.4 Million
Q3 2020

Nov 16, 2020

BUY
$194.64 - $233.83 $1.13 Million - $1.35 Million
5,781 Added 36.32%
21,699 $4.71 Million
Q2 2020

Aug 14, 2020

SELL
$144.16 - $193.61 $5.15 Million - $6.91 Million
-35,695 Reduced 69.16%
15,918 $3.06 Million
Q1 2020

May 12, 2020

BUY
$131.63 - $192.29 $6.79 Million - $9.92 Million
51,613 New
51,613 $7.78 Million
Q1 2019

May 08, 2019

SELL
N/A
-41,994 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
N/A
41,994 New
41,994 $5.5 Million

Others Institutions Holding IWF

About ISHARES RUSSELL 1000 GR ETF


  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire 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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.