Tru Wealth Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History

Tru Wealth Advisors, LLC

$1.59 Billion
Q4 2024

A detailed history of Tru Wealth Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 180,787 shares of IWF stock, worth $75.1 Million. This represents 4.57% of its overall portfolio holdings.

Number of Shares

180,787

Previous 220,249 17.92%

Holding current value

$75.1 Million

Previous $82.7 Million 12.19%

% of portfolio

4.57%

Previous 5.12%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$370.24 - $418.94 $14.6 Million - $16.5 Million	-39,462 Reduced 17.92%	180,787 $72.6 Million
Q3 2024 Oct 16, 2024	BUY	$332.02 - $382.76 $1.62 Million - $1.86 Million	4,870 Added 2.26%	220,249 $82.7 Million
Q2 2024 Jul 16, 2024	SELL	$316.15 - $367.33 $3.68 Million - $4.27 Million	-11,629 Reduced 5.12%	215,379 $78.5 Million
Q1 2024 Apr 15, 2024	BUY	$294.43 - $339.01 $847,663 - $976,009	2,879 Added 1.28%	227,008 $76.5 Million
Q4 2023 Jan 10, 2024	BUY	$256.94 - $304.21 $14 Million - $16.6 Million	54,598 Added 32.21%	224,129 $67.9 Million
Q3 2023 Oct 10, 2023	BUY	$263.8 - $285.38 $677,702 - $733,141	2,569 Added 1.54%	169,531 $45.1 Million
Q2 2023 Aug 04, 2023	BUY	$239.31 - $275.18 $6.36 Million - $7.32 Million	26,585 Added 18.94%	166,962 $45.9 Million
Q1 2023 Apr 25, 2023	SELL	$209.92 - $244.33 $2.22 Million - $2.58 Million	-10,571 Reduced 7.0%	140,377 $34.3 Million
Q4 2022 Jan 27, 2023	SELL	$207.03 - $232.89 $5.18 Million - $5.82 Million	-24,998 Reduced 14.21%	150,948 $0
Q3 2022 Oct 24, 2022	BUY	$210.4 - $257.47 $1.61 Million - $1.97 Million	7,663 Added 4.55%	175,946 $37 Million
Q2 2022 Jul 22, 2022	BUY	$209.9 - $283.21 $5.57 Million - $7.51 Million	26,515 Added 18.7%	168,283 $36.8 Million
Q1 2022 Apr 27, 2022	BUY	$246.62 - $307.78 $3.38 Million - $4.22 Million	13,711 Added 10.71%	141,768 $39.4 Million
Q4 2021 Jan 19, 2022	BUY	$270.99 - $309.52 $941,148 - $1.07 Million	3,473 Added 2.79%	128,057 $39.1 Million
Q3 2021 Oct 29, 2021	BUY	$272.07 - $292.68 $722,073 - $776,772	2,654 Added 2.18%	124,584 $34.1 Million
Q2 2021 Jul 29, 2021	SELL	$244.58 - $272.16 $3.56 Million - $3.97 Million	-14,574 Reduced 10.68%	121,930 $33.1 Million
Q1 2021 May 10, 2021	SELL	$230.04 - $254.69 $2.13 Million - $2.36 Million	-9,260 Reduced 6.35%	136,504 $33.2 Million
Q4 2020 Jan 26, 2021	BUY	$209.58 - $241.25 $30.5 Million - $35.2 Million	145,764 New	145,764 $35.1 Million

Others Institutions Holding IWF

# of Institutions

2,253

Shares Held

200M

Call Options Held

346K

Put Options Held

136K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
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Tru Wealth Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History