York Bridge Wealth Partners, LLC Ishares Russell 1000 Gr ETF Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 14,095 shares of IWF stock, worth $5.27 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

14,095

Previous 12,278 14.8%

Holding current value

$5.27 Million

Previous $2.58 Million 16.88%

% of portfolio

0.77%

Previous 0.67%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	BUY	$207.03 - $232.89 $376,173 - $423,161	1,817 Added 14.8%	14,095 $0
Q3 2022 Oct 18, 2022	SELL	$210.4 - $257.47 $2.01 Million - $2.46 Million	-9,555 Reduced 43.76%	12,278 $2.58 Million
Q2 2022 Jul 15, 2022	BUY	$209.9 - $283.21 $1.25 Million - $1.68 Million	5,939 Added 37.37%	21,833 $4.78 Million
Q1 2022 Apr 15, 2022	BUY	$246.62 - $307.78 $790,663 - $986,742	3,206 Added 25.27%	15,894 $4.41 Million
Q4 2021 Jan 19, 2022	BUY	$270.99 - $309.52 $261,234 - $298,377	964 Added 8.22%	12,688 $3.88 Million
Q3 2021 Oct 22, 2021	BUY	$272.07 - $292.68 $110,732 - $119,120	407 Added 3.6%	11,724 $3.21 Million
Q2 2021 Jul 22, 2021	BUY	$244.58 - $272.16 $244 - $272	1 Added 0.01%	11,317 $3.07 Million
Q1 2021 Apr 15, 2021	SELL	$230.04 - $254.69 $49,228 - $54,503	-214 Reduced 1.86%	11,316 $2.75 Million
Q4 2020 Jan 19, 2021	SELL	$209.58 - $241.25 $57,634 - $66,343	-275 Reduced 2.33%	11,530 $2.78 Million
Q3 2020 Oct 19, 2020	SELL	$194.64 - $233.83 $66,956 - $80,437	-344 Reduced 2.83%	11,805 $2.56 Million
Q2 2020 Jul 20, 2020	BUY	$144.16 - $193.61 $35,175 - $47,240	244 Added 2.05%	12,149 $2.33 Million
Q1 2020 Apr 16, 2020	BUY	$131.63 - $192.29 $20,534 - $29,997	156 Added 1.33%	11,905 $1.79 Million
Q4 2019 Jan 17, 2020	SELL	$155.29 - $176.84 $1,242 - $1,414	-8 Reduced 0.07%	11,749 $2.07 Million
Q3 2019 Oct 21, 2019	SELL	$158.47 - $162.55 $15,847 - $16,255	-100 Reduced 0.84%	11,757 $1.88 Million
Q1 2019 May 09, 2019	SELL	N/A	-1,114 Reduced 8.59%	11,857 $1.8 Million
Q4 2018 Feb 14, 2019	BUY	N/A	271 Added 2.13%	12,971 $1.7 Million
Q3 2018 Nov 14, 2018	BUY	N/A	10 Added 0.08%	12,700 $1.99 Million
Q2 2018 Aug 10, 2018	BUY	N/A	10 Added 0.08%	12,690 $1.83 Million
Q1 2018 May 15, 2018	BUY	N/A	45 Added 0.36%	12,680 $1.74 Million
Q4 2017 Feb 12, 2018	SELL	N/A	-1,205 Reduced 8.71%	12,635 $1.71 Million
Q3 2017 Oct 27, 2017	BUY	N/A	82 Added 0.6%	13,840 $1.73 Million
Q2 2017 Aug 14, 2017	BUY	N/A	13,758	13,758 $1.63 Million

Others Institutions Holding IWF

# of Institutions

2,147

Shares Held

203M

Call Options Held

396K

Put Options Held

84.5K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
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York Bridge Wealth Partners, LLC Ishares Russell 1000 Gr ETF Transaction History