A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 87,923 shares of IWF stock, worth $36.6 Million. This represents 6.14% of its overall portfolio holdings.

Number of Shares
87,923
Previous 89,801 2.09%
Holding current value
$36.6 Million
Previous $32.7 Million 0.83%
% of portfolio
6.14%
Previous 6.49%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$332.02 - $382.76 $623,533 - $718,823
-1,878 Reduced 2.09%
87,923 $33 Million
Q2 2024

Jul 16, 2024

BUY
$316.15 - $367.33 $7.35 Million - $8.54 Million
23,248 Added 34.93%
89,801 $32.7 Million
Q1 2024

Apr 12, 2024

BUY
$294.43 - $339.01 $2.58 Million - $2.97 Million
8,747 Added 15.13%
66,553 $22.4 Million
Q4 2023

Jan 08, 2024

BUY
$256.94 - $304.21 $5.08 Million - $6.02 Million
19,787 Added 52.05%
57,806 $17.5 Million
Q3 2023

Oct 10, 2023

BUY
$263.8 - $285.38 $9.21 Million - $9.96 Million
34,908 Added 1122.08%
38,019 $10.1 Million
Q2 2023

Jul 11, 2023

BUY
$239.31 - $275.18 $744,493 - $856,084
3,111 New
3,111 $856,000

Others Institutions Holding IWF

About ISHARES RUSSELL 1000 GR ETF


  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
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