Rtd Financial Advisors, Inc. Ishares Russell 1000 Gr ETF Transaction History

Rtd Financial Advisors, Inc.

$779 Million
Q4 2024

A detailed history of Rtd Financial Advisors, Inc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 116,466 shares of IWF stock, worth $48.5 Million. This represents 6.0% of its overall portfolio holdings.

Number of Shares

116,466

Previous 122,413 4.86%

Holding current value

$48.5 Million

Previous $46 Million 1.78%

% of portfolio

6.0%

Previous 5.82%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$370.24 - $418.94 $2.2 Million - $2.49 Million	-5,947 Reduced 4.86%	116,466 $46.8 Million
Q3 2024 Oct 30, 2024	SELL	$332.02 - $382.76 $3.49 Million - $4.02 Million	-10,499 Reduced 7.9%	122,413 $46 Million
Q2 2024 Jul 22, 2024	SELL	$316.15 - $367.33 $1.17 Million - $1.36 Million	-3,712 Reduced 2.72%	132,912 $48.4 Million
Q1 2024 Apr 19, 2024	SELL	$294.43 - $339.01 $732,247 - $843,117	-2,487 Reduced 1.79%	136,624 $46 Million
Q4 2023 Jan 17, 2024	SELL	$256.94 - $304.21 $571,948 - $677,171	-2,226 Reduced 1.57%	139,111 $42.2 Million
Q3 2023 Oct 19, 2023	SELL	$263.8 - $285.38 $781,639 - $845,580	-2,963 Reduced 2.05%	141,337 $37.6 Million
Q2 2023 Jul 13, 2023	BUY	$239.31 - $275.18 $147,414 - $169,510	616 Added 0.43%	144,300 $39.7 Million
Q1 2023 Apr 18, 2023	BUY	$209.92 - $244.33 $425,297 - $495,012	2,026 Added 1.43%	143,684 $35.1 Million
Q4 2022 Jan 24, 2023	BUY	$207.03 - $232.89 $467,887 - $526,331	2,260 Added 1.62%	141,658 $0
Q3 2022 Oct 12, 2022	SELL	$210.4 - $257.47 $384,400 - $470,397	-1,827 Reduced 1.29%	139,398 $29.3 Million
Q2 2022 Jul 21, 2022	SELL	$209.9 - $283.21 $143,781 - $193,998	-685 Reduced 0.48%	141,225 $30.9 Million
Q1 2022 May 03, 2022	SELL	$246.62 - $307.78 $474,743 - $592,476	-1,925 Reduced 1.34%	141,910 $39.4 Million
Q4 2021 May 02, 2022	BUY	$270.99 - $309.52 $39 Million - $44.5 Million	143,835 New	143,835 $44 Million

Others Institutions Holding IWF

# of Institutions

2,427

Shares Held

212M

Call Options Held

457K

Put Options Held

120K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

More about IWF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rtd Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rtd Financial Advisors, Inc. with notifications on news.

Account

Rtd Financial Advisors, Inc. Ishares Russell 1000 Gr ETF Transaction History