Williams Jones Wealth Management, Llc. Ishares Russell 1000 Gr ETF Transaction History

Williams Jones Wealth Management, Llc.

$8.19 Billion
Q2 2025

A detailed history of Williams Jones Wealth Management, Llc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 685 shares of IWF stock, worth $320,532. This represents 0.0% of its overall portfolio holdings.

Number of Shares

685

Previous 690 0.72%

Holding current value

$320,532

Previous $249,000 16.47%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$320.42 - $424.58 $1,602 - $2,122	-5 Reduced 0.72%	685 $290,000
Q1 2025 May 15, 2025	SELL	$360.07 - $417.26 $172,833 - $200,284	-480 Reduced 41.03%	690 $249,000
Q4 2024 Feb 14, 2025	BUY	$370.24 - $418.94 $168,459 - $190,617	455 Added 63.64%	1,170 $469,000
Q3 2024 Nov 14, 2024	SELL	$332.02 - $382.76 $10,624 - $12,248	-32 Reduced 4.28%	715 $268,000
Q2 2024 Aug 05, 2024	BUY	$316.15 - $367.33 $236,164 - $274,395	747 New	747 $272,000
Q2 2022 Aug 15, 2022	SELL	$209.9 - $283.21 $339,618 - $458,233	-1,618 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$246.62 - $307.78 $49,077 - $61,248	199 Added 14.02%	1,618 $449,000
Q2 2021 Aug 16, 2021	BUY	$244.58 - $272.16 $347,059 - $386,195	1,419 New	1,419 $385,000

Others Institutions Holding IWF

# of Institutions

2,554

Shares Held

207M

Call Options Held

483K

Put Options Held

122K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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Williams Jones Wealth Management, Llc. Ishares Russell 1000 Gr ETF Transaction History