Baker Tilly Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History

Baker Tilly Wealth Management, LLC

$249 Million
Q4 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 1,961 shares of IWF stock, worth $800,303. This represents 0.32% of its overall portfolio holdings.

Number of Shares

1,961

Previous 819 139.44%

Holding current value

$800,303

Previous $307,000 156.35%

% of portfolio

0.32%

Previous 0.14%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$370.24 - $418.94 $422,814 - $478,429	1,142 Added 139.44%	1,961 $787,000
Q3 2024 Oct 24, 2024	BUY	$332.02 - $382.76 $11,620 - $13,396	35 Added 4.46%	819 $307,000
Q2 2024 Jul 18, 2024	SELL	$316.15 - $367.33 $582,980 - $677,356	-1,844 Reduced 70.17%	784 $285,000
Q1 2024 May 09, 2024	SELL	$294.43 - $339.01 $616,536 - $709,886	-2,094 Reduced 44.35%	2,628 $885,000
Q4 2023 Jan 10, 2024	BUY	$256.94 - $304.21 $76,311 - $90,350	297 Added 6.71%	4,722 $1.43 Million
Q3 2023 Oct 10, 2023	SELL	$263.8 - $285.38 $1.08 Million - $1.17 Million	-4,096 Reduced 48.07%	4,425 $1.18 Million
Q2 2023 Jul 20, 2023	BUY	$239.31 - $275.18 $478 - $550	2 Added 0.02%	8,521 $2.34 Million
Q1 2023 Apr 12, 2023	BUY	$209.92 - $244.33 $758,231 - $882,519	3,612 Added 73.61%	8,519 $2.08 Million
Q4 2022 Jan 26, 2023	BUY	$207.03 - $232.89 $81,362 - $91,525	393 Added 8.71%	4,907 $0
Q3 2022 Oct 20, 2022	BUY	$210.4 - $257.47 $420 - $514	2 Added 0.04%	4,514 $950,000
Q2 2022 Jul 28, 2022	SELL	$209.9 - $283.21 $57,302 - $77,316	-273 Reduced 5.71%	4,512 $987,000
Q1 2022 Apr 27, 2022	SELL	$246.62 - $307.78 $493,240 - $615,560	-2,000 Reduced 29.48%	4,785 $1.33 Million
Q4 2021 Feb 08, 2022	BUY	$270.99 - $309.52 $145,521 - $166,212	537 Added 8.59%	6,785 $2.07 Million
Q3 2021 Nov 02, 2021	BUY	$272.07 - $292.68 $22,581 - $24,292	83 Added 1.35%	6,248 $1.71 Million
Q2 2021 Jul 30, 2021	BUY	$244.58 - $272.16 $68,726 - $76,476	281 Added 4.78%	6,165 $1.67 Million
Q1 2021 Apr 28, 2021	BUY	$230.04 - $254.69 $460 - $509	2 Added 0.03%	5,884 $1.43 Million
Q4 2020 Feb 03, 2021	BUY	$209.58 - $241.25 $1.23 Million - $1.42 Million	5,882 New	5,882 $1.42 Million

Others Institutions Holding IWF

# of Institutions

2,357

Shares Held

205M

Call Options Held

337K

Put Options Held

137K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
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Baker Tilly Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History