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 715 shares of IWF stock, worth $280,823. This represents 0.0% of its overall portfolio holdings.

Number of Shares
715
Previous 747 4.28%
Holding current value
$280,823
Previous $272,000 1.47%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL 1000 GR ETF


  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
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