A detailed history of Congress Wealth Management LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 59,968 shares of IWF stock, worth $24.4 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
59,968
Previous 149,021 59.76%
Holding current value
$24.4 Million
Previous $54.3 Million 58.56%
% of portfolio
0.31%
Previous 0.89%

Shares

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

Nov 12, 2024

SELL
$332.02 - $382.76 $29.6 Million - $34.1 Million
-89,053 Reduced 59.76%
59,968 $22.5 Million
Q2 2024

Aug 13, 2024

BUY
$316.15 - $367.33 $231,421 - $268,885
732 Added 0.49%
149,021 $54.3 Million
Q1 2024

Apr 18, 2024

SELL
$294.43 - $339.01 $2.57 Million - $2.96 Million
-8,737 Reduced 5.56%
148,289 $50 Million
Q4 2023

Feb 09, 2024

BUY
$256.94 - $304.21 $2.31 Million - $2.74 Million
9,004 Added 6.08%
157,026 $47.6 Million
Q3 2023

Oct 30, 2023

BUY
$263.8 - $285.38 $37.2 Million - $40.3 Million
141,187 Added 2065.65%
148,022 $39.4 Million
Q2 2023

Jul 13, 2023

SELL
$239.31 - $275.18 $433,390 - $498,350
-1,811 Reduced 20.95%
6,835 $1.88 Million
Q1 2023

Apr 14, 2023

SELL
$209.92 - $244.33 $7.6 Million - $8.84 Million
-36,196 Reduced 80.72%
8,646 $2.11 Million
Q4 2022

Feb 02, 2023

BUY
$207.03 - $232.89 $6.54 Million - $7.35 Million
31,568 Added 237.82%
44,842 $9.61 Million
Q3 2022

Nov 08, 2022

BUY
$210.4 - $257.47 $1.33 Million - $1.63 Million
6,335 Added 91.3%
13,274 $2.79 Million
Q2 2022

Aug 11, 2022

SELL
$209.9 - $283.21 $212,418 - $286,608
-1,012 Reduced 12.73%
6,939 $1.52 Million
Q1 2022

May 16, 2022

SELL
$246.62 - $307.78 $1.24 Million - $1.54 Million
-5,013 Reduced 38.67%
7,951 $2.21 Million
Q4 2021

Feb 04, 2022

BUY
$270.99 - $309.52 $3.51 Million - $4.01 Million
12,964 New
12,964 $3.96 Million

Others Institutions Holding IWF

About ISHARES RUSSELL 1000 GR ETF


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