Beese Fulmer Investment Management, Inc. Ishares Russell 1000 Gr ETF Transaction History

Beese Fulmer Investment Management, Inc.

$1.14 Billion
Q4 2024

A detailed history of Beese Fulmer Investment Management, Inc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Beese Fulmer Investment Management, Inc. holds 1,956 shares of IWF stock, worth $804,483. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,956

Previous 1,956 -0.0%

Holding current value

$804,483

Previous $734,000 6.95%

% of portfolio

0.07%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 08, 2024	SELL	$294.43 - $339.01 $21,198 - $24,408	-72 Reduced 3.55%	1,956 $659,000
Q4 2023 Jan 09, 2024	BUY	$256.94 - $304.21 $256 - $304	1 Added 0.05%	2,028 $614,000
Q3 2023 Oct 10, 2023	BUY	$263.8 - $285.38 $263 - $285	1 Added 0.05%	2,027 $539,000
Q2 2023 Jul 11, 2023	BUY	$239.31 - $275.18 $478 - $550	2 Added 0.1%	2,026 $557,000
Q4 2022 Jan 17, 2023	SELL	$207.03 - $232.89 $40,370 - $45,413	-195 Reduced 8.79%	2,024 $0
Q3 2022 Oct 06, 2022	BUY	$210.4 - $257.47 $42,921 - $52,523	204 Added 10.12%	2,219 $467,000
Q2 2022 Jul 11, 2022	BUY	$209.9 - $283.21 $209 - $283	1 Added 0.05%	2,015 $441,000
Q1 2022 Apr 12, 2022	BUY	$246.62 - $307.78 $18,003 - $22,467	73 Added 3.76%	2,014 $559,000
Q4 2021 Jan 10, 2022	BUY	$270.99 - $309.52 $69,915 - $79,856	258 Added 15.33%	1,941 $593,000
Q3 2021 Oct 08, 2021	BUY	$272.07 - $292.68 $191,809 - $206,339	705 Added 72.09%	1,683 $461,000
Q1 2021 Apr 23, 2021	BUY	$230.04 - $254.69 $2,300 - $2,546	10 Added 1.03%	978 $238,000
Q4 2020 Jan 20, 2021	BUY	$209.58 - $241.25 $202,873 - $233,530	968 New	968 $233,000
Q3 2020 Oct 08, 2020	SELL	$194.64 - $233.83 $188,411 - $226,347	-968 Closed	0 $0
Q2 2020 Jul 17, 2020	BUY	$144.16 - $193.61 $139,546 - $187,414	968 New	968 $186,000

Others Institutions Holding IWF

# of Institutions

2,407

Shares Held

208M

Call Options Held

347K

Put Options Held

131K

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About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
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Beese Fulmer Investment Management, Inc. Ishares Russell 1000 Gr ETF Transaction History