Kellett Schaffner Wealth Advisors LLC Ishares Russell 1000 Gr ETF Transaction History

Kellett Schaffner Wealth Advisors LLC

  • $139 Million
  • Q3 2025

A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 626 shares of IWF stock, worth $294,802. This represents 0.21% of its overall portfolio holdings.

Number of Shares
626
Previous 593 5.56%
Holding current value
$294,802
Previous $251,000 16.73%
% of portfolio
0.21%
Previous 0.2%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$420.11 - $472.68 $13,863 - $15,598
33 Added 5.56%
626 $293,000
Q2 2025

Jul 25, 2025
BUY
$320.42 - $424.58 $320 - $424
1 Added 0.17%
593 $251,000
Q4 2024

Feb 04, 2025
BUY
$370.24 - $418.94 $2,591 - $2,932
7 Added 1.2%
592 $237,000
Q3 2024

Oct 21, 2024
BUY
$332.02 - $382.76 $332 - $382
1 Added 0.17%
585 $219,000
Q2 2024

Aug 09, 2024
SELL
$316.15 - $367.33 $30,666 - $35,631
-97 Reduced 14.24%
584 $212,000
Q1 2024

Apr 26, 2024
BUY
$294.43 - $339.01 $200,506 - $230,865
681 New
681 $229,000

Others Institutions Holding IWF

# of Institutions
2,635
Shares Held
205M
Call Options Held
534K
Put Options Held
288K
View Full List

About ISHARES RUSSELL 1000 GR ETF

IWF Quotes by TradingView
  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
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