Secure Asset Management, LLC Ishares Russell 1000 Gr ETF Transaction History

Secure Asset Management, LLC

$632 Million
Q4 2024

A detailed history of Secure Asset Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Secure Asset Management, LLC holds 1,506 shares of IWF stock, worth $619,402. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,506

Previous 1,295 16.29%

Holding current value

$619,402

Previous $486,000 24.28%

% of portfolio

0.1%

Previous 0.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$370.24 - $418.94 $78,120 - $88,396	211 Added 16.29%	1,506 $604,000
Q3 2024 Oct 16, 2024	BUY	$332.02 - $382.76 $178,958 - $206,307	539 Added 71.3%	1,295 $486,000
Q2 2024 Jul 24, 2024	BUY	$316.15 - $367.33 $239,009 - $277,701	756 New	756 $275,000
Q4 2023 Jan 22, 2024	BUY	$256.94 - $304.21 $213,774 - $253,102	832 New	832 $252,000
Q2 2022 Jul 20, 2022	SELL	$209.9 - $283.21 $155,745 - $210,141	-742 Closed	0 $0
Q1 2022 Apr 19, 2022	SELL	$246.62 - $307.78 $176,826 - $220,678	-717 Reduced 49.14%	742 $206,000
Q3 2021 Oct 28, 2021	SELL	$272.07 - $292.68 $124,335 - $133,754	-457 Reduced 23.85%	1,459 $400,000
Q2 2021 Jul 16, 2021	SELL	$244.58 - $272.16 $207,893 - $231,336	-850 Reduced 30.73%	1,916 $520,000
Q1 2021 Apr 14, 2021	SELL	$230.04 - $254.69 $46,008 - $50,938	-200 Reduced 6.74%	2,766 $672,000
Q4 2020 Feb 08, 2021	SELL	$209.58 - $241.25 $104,790 - $120,625	-500 Reduced 14.43%	2,966 $715,000
Q3 2020 Oct 20, 2020	BUY	$194.64 - $233.83 $317,457 - $381,376	1,631 Added 88.88%	3,466 $752,000
Q1 2020 Apr 15, 2020	BUY	$131.63 - $192.29 $4,343 - $6,345	33 Added 1.83%	1,835 $276,000
Q4 2019 Feb 06, 2020	BUY	$155.29 - $176.84 $279,832 - $318,665	1,802 New	1,802 $317,000

Others Institutions Holding IWF

# of Institutions

2,407

Shares Held

208M

Call Options Held

347K

Put Options Held

131K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
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Secure Asset Management, LLC Ishares Russell 1000 Gr ETF Transaction History