A detailed history of Willner & Heller, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Willner & Heller, LLC holds 9,580 shares of IWF stock, worth $4.48 Million. This represents 3.61% of its overall portfolio holdings.

Number of Shares
9,580
Previous 9,640 0.62%
Holding current value
$4.48 Million
Previous $4.07 Million 10.38%
% of portfolio
3.61%
Previous 3.56%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025

SELL
$420.11 - $472.68 $25,206 - $28,360
-60 Reduced 0.62%
9,580 $4.49 Million
Q2 2025

Jul 21, 2025

SELL
$320.42 - $424.58 $305,680 - $405,049
-954 Reduced 9.01%
9,640 $4.07 Million
Q1 2025

May 05, 2025

SELL
$360.07 - $417.26 $187,956 - $217,809
-522 Reduced 4.7%
10,594 $3.83 Million
Q4 2024

Jan 16, 2025

SELL
$370.24 - $418.94 $55,165 - $62,422
-149 Reduced 1.32%
11,116 $4.46 Million
Q3 2024

Oct 10, 2024

BUY
$332.02 - $382.76 $112,222 - $129,372
338 Added 3.09%
11,265 $4.23 Million
Q2 2024

Jul 19, 2024

BUY
$316.15 - $367.33 $32,247 - $37,467
102 Added 0.94%
10,927 $3.98 Million
Q1 2024

Jul 19, 2024

SELL
$294.43 - $339.01 $2,944 - $3,390
-10 Reduced 0.09%
10,825 $3.65 Million
Q4 2023

Mar 06, 2024

BUY
$256.94 - $304.21 $102,519 - $121,379
399 Added 3.82%
10,835 $3.28 Million
Q4 2022

Feb 14, 2023

BUY
$207.03 - $232.89 $126,288 - $142,062
610 Added 6.21%
10,436 $2.24 Million
Q3 2022

Oct 24, 2022

BUY
$210.4 - $257.47 $83,528 - $102,215
397 Added 4.21%
9,826 $2.07 Million
Q2 2022

Jul 22, 2022

BUY
$209.9 - $283.21 $150,078 - $202,495
715 Added 8.21%
9,429 $2.06 Million
Q1 2022

Jul 05, 2022

SELL
$246.62 - $307.78 $30,827 - $38,472
-125 Reduced 1.41%
8,714 $2.66 Million
Q4 2021

Jun 06, 2022

BUY
$270.99 - $309.52 $2.4 Million - $2.74 Million
8,839 New
8,839 $2.42 Million

Others Institutions Holding IWF

About ISHARES RUSSELL 1000 GR ETF


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

Track Willner & Heller, LLC Portfolio

Follow Willner & Heller, 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 Willner & Heller, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Willner & Heller, LLC with notifications on news.