A detailed history of Beverly Hills Private Wealth, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 1,584 shares of IWF stock, worth $612,770. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,584
Previous 1,591 0.44%
Holding current value
$612,770
Previous $536 Million 7.68%
% of portfolio
0.13%
Previous 0.12%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$316.15 - $367.33 $2,213 - $2,571
-7 Reduced 0.44%
1,584 $578 Million
Q1 2024

May 08, 2024

SELL
$294.43 - $339.01 $141,031 - $162,385
-479 Reduced 23.14%
1,591 $536 Million
Q4 2023

Jan 29, 2024

BUY
$256.94 - $304.21 $162,899 - $192,869
634 Added 44.15%
2,070 $628 Million
Q3 2023

Nov 08, 2023

SELL
$263.8 - $285.38 $179,120 - $193,773
-679 Reduced 32.1%
1,436 $382 Million
Q2 2023

Aug 09, 2023

BUY
$239.31 - $275.18 $147,175 - $169,235
615 Added 41.0%
2,115 $584 Million
Q1 2023

May 03, 2023

BUY
$209.92 - $244.33 $20,782 - $24,188
99 Added 7.07%
1,500 $366 Million
Q4 2022

Feb 13, 2023

BUY
$207.03 - $232.89 $290,049 - $326,278
1,401 New
1,401 $300 Million

Others Institutions Holding IWF

About ISHARES RUSSELL 1000 GR ETF


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

Track Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, 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 Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.