Wellspring Financial Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History

Wellspring Financial Advisors, LLC

  • $899 Billion
  • Q1 2025

A detailed history of Wellspring Financial Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 79,451 shares of IWF stock, worth $35.4 Million. This represents 3.19% of its overall portfolio holdings.

Number of Shares
79,451
Previous 80,855 1.74%
Holding current value
$35.4 Million
Previous $32.5 Billion 11.64%
% of portfolio
3.19%
Previous 3.39%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$360.07 - $417.26 $505,538 - $585,833
-1,404 Reduced 1.74%
79,451 $28.7 Billion
Q4 2024

Feb 13, 2025
SELL
$370.24 - $418.94 $592,384 - $670,304
-1,600 Reduced 1.94%
80,855 $32.5 Billion
Q3 2024

Nov 13, 2024
BUY
$332.02 - $382.76 $5.17 Million - $5.96 Million
15,560 Added 23.26%
82,455 $31 Billion
Q2 2024

Aug 12, 2024
SELL
$316.15 - $367.33 $63,546 - $73,833
-201 Reduced 0.3%
66,895 $24.4 Billion
Q1 2024

May 01, 2024
SELL
$294.43 - $339.01 $93,628 - $107,805
-318 Reduced 0.47%
67,096 $22.6 Billion
Q4 2023

Feb 13, 2024
SELL
$256.94 - $304.21 $31,346 - $37,113
-122 Reduced 0.18%
67,414 $20.4 Billion
Q3 2023

Nov 14, 2023
SELL
$263.8 - $285.38 $440,018 - $476,013
-1,668 Reduced 2.41%
67,536 $18 Billion
Q2 2023

Aug 11, 2023
SELL
$239.31 - $275.18 $414,484 - $476,611
-1,732 Reduced 2.44%
69,204 $19 Billion
Q1 2023

May 12, 2023
SELL
$209.92 - $244.33 $758,440 - $882,764
-3,613 Reduced 4.85%
70,936 $17.3 Billion
Q4 2022

Feb 13, 2023
SELL
$207.03 - $232.89 $375,966 - $422,928
-1,816 Reduced 2.38%
74,549 $16 Million
Q3 2022

Nov 14, 2022
SELL
$210.4 - $257.47 $513,796 - $628,741
-2,442 Reduced 3.1%
76,365 $16.1 Million
Q2 2022

Aug 12, 2022
SELL
$209.9 - $283.21 $801,398 - $1.08 Million
-3,818 Reduced 4.62%
78,807 $17.2 Million
Q1 2022

May 10, 2022
SELL
$246.62 - $307.78 $1.25 Million - $1.55 Million
-5,050 Reduced 5.76%
82,625 $22.9 Million
Q4 2021

Jan 03, 2022
BUY
$270.99 - $309.52 $202,158 - $230,901
746 Added 0.86%
87,675 $26.8 Million
Q3 2021

Nov 12, 2021
SELL
$272.07 - $292.68 $270,437 - $290,923
-994 Reduced 1.13%
86,929 $23.8 Million
Q2 2021

Aug 13, 2021
SELL
$244.58 - $272.16 $3.01 Million - $3.35 Million
-12,310 Reduced 12.28%
87,923 $23.9 Million
Q1 2021

May 17, 2021
BUY
$230.04 - $254.69 $951,905 - $1.05 Million
4,138 Added 4.31%
100,233 $15.1 Million
Q4 2020

Feb 16, 2021
SELL
$209.58 - $241.25 $552,243 - $635,693
-2,635 Reduced 2.67%
96,095 $23.2 Million
Q3 2020

Nov 13, 2020
SELL
$194.64 - $233.83 $225,003 - $270,307
-1,156 Reduced 1.16%
98,730 $21.4 Million
Q2 2020

Aug 14, 2020
SELL
$144.16 - $193.61 $50,023 - $67,182
-347 Reduced 0.35%
99,886 $19.2 Million
Q1 2020

May 14, 2020
BUY
$131.63 - $192.29 $13.2 Million - $19.3 Million
100,233 New
100,233 $15.1 Million

Others Institutions Holding IWF

# of Institutions
2,510
Shares Held
226M
Call Options Held
354K
Put Options Held
86.2K
View Full List

About ISHARES RUSSELL 1000 GR ETF

IWF Quotes by TradingView
  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
Track This Portfolio

Track Wellspring Financial Advisors, LLC Portfolio

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

News

Stay updated on Wellspring Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email