Cornerstone Wealth Advisors, Inc. Ishares Russell 1000 Gr ETF Transaction History

Cornerstone Wealth Advisors, Inc.

$364 Million
Q4 2024

A detailed history of Cornerstone Wealth Advisors, Inc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Cornerstone Wealth Advisors, Inc. holds 13,793 shares of IWF stock, worth $5.44 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

13,793

Previous 14,360 3.95%

Holding current value

$5.44 Million

Previous $5.39 Million 2.75%

% of portfolio

1.52%

Previous 1.5%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$370.24 - $418.94 $209,926 - $237,538	-567 Reduced 3.95%	13,793 $5.54 Million
Q3 2024 Oct 24, 2024	SELL	$332.02 - $382.76 $61,755 - $71,193	-186 Reduced 1.28%	14,360 $5.39 Million
Q2 2024 Jul 12, 2024	SELL	$316.15 - $367.33 $663,598 - $771,025	-2,099 Reduced 12.61%	14,546 $5.3 Million
Q1 2024 Apr 11, 2024	SELL	$294.43 - $339.01 $444,589 - $511,905	-1,510 Reduced 8.32%	16,645 $5.61 Million
Q4 2023 Jan 19, 2024	SELL	$256.94 - $304.21 $579,142 - $685,689	-2,254 Reduced 11.04%	18,155 $5.5 Million
Q3 2023 Oct 23, 2023	SELL	$263.8 - $285.38 $273,033 - $295,368	-1,035 Reduced 4.83%	20,409 $5.43 Million
Q2 2023 Jul 20, 2023	SELL	$239.31 - $275.18 $172,303 - $198,129	-720 Reduced 3.25%	21,444 $5.9 Million
Q1 2023 May 11, 2023	BUY	$209.92 - $244.33 $372,817 - $433,930	1,776 Added 8.71%	22,164 $5.42 Million
Q4 2022 Jan 23, 2023	SELL	$207.03 - $232.89 $328,970 - $370,062	-1,589 Reduced 7.23%	20,388 $0
Q3 2022 Oct 18, 2022	SELL	$210.4 - $257.47 $27,983 - $34,243	-133 Reduced 0.6%	21,977 $4.62 Million
Q1 2022 Apr 19, 2022	SELL	$246.62 - $307.78 $157,836 - $196,979	-640 Reduced 2.81%	22,110 $6.14 Million
Q4 2021 Feb 09, 2022	SELL	$270.99 - $309.52 $49,320 - $56,332	-182 Reduced 0.79%	22,750 $6.95 Million
Q3 2021 Nov 15, 2021	SELL	$272.07 - $292.68 $133,314 - $143,413	-490 Reduced 2.09%	22,932 $6.28 Million
Q2 2021 Jul 16, 2021	SELL	$244.58 - $272.16 $47,937 - $53,343	-196 Reduced 0.83%	23,422 $6.38 Million
Q1 2021 May 17, 2021	BUY	$230.04 - $254.69 $5.43 Million - $6.02 Million	23,618 New	23,618 $5.74 Million

Others Institutions Holding IWF

# of Institutions

2,452

Shares Held

210M

Call Options Held

404K

Put Options Held

131K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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Cornerstone Wealth Advisors, Inc. Ishares Russell 1000 Gr ETF Transaction History