Optimum Investment Advisors Ishares Russell 1000 Gr ETF Transaction History

Optimum Investment Advisors

$222 Million
Q4 2024

A detailed history of Optimum Investment Advisors transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Optimum Investment Advisors holds 1,021 shares of IWF stock, worth $395,739. This represents 0.19% of its overall portfolio holdings.

Number of Shares

1,021

Previous 1,051 2.85%

Holding current value

$395,739

Previous $394,000 4.06%

% of portfolio

0.19%

Previous 0.17%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$370.24 - $418.94 $11,107 - $12,568	-30 Reduced 2.85%	1,021 $410,000
Q3 2024 Oct 16, 2024	SELL	$332.02 - $382.76 $16,601 - $19,138	-50 Reduced 4.54%	1,051 $394,000
Q2 2024 Jul 12, 2024	SELL	$316.15 - $367.33 $180,205 - $209,378	-570 Reduced 34.11%	1,101 $401,000
Q1 2024 Apr 11, 2024	SELL	$294.43 - $339.01 $29,443 - $33,901	-100 Reduced 5.65%	1,671 $563,000
Q4 2023 Jan 08, 2024	SELL	$256.94 - $304.21 $97,637 - $115,599	-380 Reduced 17.67%	1,771 $536,000
Q2 2023 Aug 03, 2023	SELL	$239.31 - $275.18 $16,751 - $19,262	-70 Reduced 3.15%	2,151 $591,000
Q1 2023 May 03, 2023	SELL	$209.92 - $244.33 $178,432 - $207,680	-850 Reduced 27.68%	2,221 $542,000
Q4 2022 Jan 05, 2023	SELL	$207.03 - $232.89 $387,974 - $436,435	-1,874 Reduced 37.9%	3,071 $0
Q3 2022 Oct 24, 2022	SELL	$210.4 - $257.47 $63,120 - $77,241	-300 Reduced 5.72%	4,945 $1.04 Million
Q1 2022 Apr 08, 2022	SELL	$246.62 - $307.78 $85,083 - $106,184	-345 Reduced 6.17%	5,245 $1.46 Million
Q4 2021 Mar 17, 2022	SELL	$270.99 - $309.52 $180,208 - $205,830	-665 Reduced 10.63%	5,590 $1.71 Million
Q3 2021 Oct 22, 2021	SELL	$272.07 - $292.68 $208,677 - $224,485	-767 Reduced 10.92%	6,255 $1.71 Million
Q2 2021 Aug 02, 2021	SELL	$244.58 - $272.16 $364,913 - $406,062	-1,492 Reduced 17.52%	7,022 $1.91 Million
Q1 2021 Apr 15, 2021	SELL	$230.04 - $254.69 $115,020 - $127,345	-500 Reduced 5.55%	8,514 $2.07 Million
Q4 2020 Jan 21, 2021	SELL	$209.58 - $241.25 $20,958 - $24,125	-100 Reduced 1.1%	9,014 $2.17 Million
Q3 2020 Oct 06, 2020	SELL	$194.64 - $233.83 $40,679 - $48,870	-209 Reduced 2.24%	9,114 $1.98 Million
Q2 2020 Jul 16, 2020	SELL	$144.16 - $193.61 $158,576 - $212,971	-1,100 Reduced 10.55%	9,323 $1.79 Million
Q1 2020 Apr 21, 2020	SELL	$131.63 - $192.29 $720,279 - $1.05 Million	-5,472 Reduced 34.43%	10,423 $1.57 Million
Q4 2019 Jan 22, 2020	SELL	$155.29 - $176.84 $161,967 - $184,444	-1,043 Reduced 6.16%	15,895 $2.8 Million
Q3 2019 Oct 17, 2019	SELL	$158.47 - $162.55 $10,459 - $10,728	-66 Reduced 0.39%	16,938 $2.7 Million
Q2 2019 Jul 29, 2019	SELL	N/A	-352 Reduced 2.03%	17,004 $2.68 Million
Q1 2019 May 03, 2019	SELL	N/A	-332 Reduced 1.88%	17,356 $2.63 Million
Q4 2018 Feb 04, 2019	SELL	N/A	-71 Reduced 0.4%	17,688 $2.32 Million
Q3 2018 Oct 05, 2018	BUY	N/A	256 Added 1.46%	17,759 $2.77 Million
Q2 2018 Oct 05, 2018	SELL	N/A	-2,180 Reduced 11.08%	17,503 $2.52 Million
Q1 2018 May 09, 2018	SELL	N/A	-1,361 Reduced 6.47%	19,683 $2.68 Million
Q4 2017 Jan 16, 2018	SELL	N/A	-548 Reduced 2.54%	21,044 $2.83 Million
Q3 2017 Nov 21, 2017	BUY	N/A	1,049 Added 5.11%	21,592 $2.7 Million
Q2 2017 Aug 14, 2017	BUY	N/A	20,543	20,543 $2.45 Million

Others Institutions Holding IWF

# of Institutions

2,449

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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Optimum Investment Advisors Ishares Russell 1000 Gr ETF Transaction History