Bergan Kdv Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 611 shares of IWF stock, worth $248,927. This represents 0.02% of its overall portfolio holdings.

Number of Shares
611
Previous 611 -0.0%
Holding current value
$248,927
Previous $149,000 12.75%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 31, 2023
BUY
$207.03 - $232.89 $126,495 - $142,295
611 New
611 $130,000
Q2 2022

Jul 13, 2022
SELL
$209.9 - $283.21 $119,433 - $161,146
-569 Closed
0 $0
Q1 2022

May 09, 2022
SELL
$246.62 - $307.78 $388,426 - $484,753
-1,575 Reduced 73.46%
569 $158,000
Q4 2021

Jan 28, 2022
BUY
$270.99 - $309.52 $581,002 - $663,610
2,144 New
2,144 $655,000
Q3 2019

Nov 08, 2019
SELL
$158.47 - $162.55 $55,939 - $57,380
-353 Closed
0 $0
Q2 2019

Aug 12, 2019
SELL
N/A
-575 Reduced 61.96%
353 $56,000
Q1 2019

May 09, 2019
BUY
N/A
78 Added 9.18%
928 $140,000
Q2 2018

Jul 23, 2018
BUY
N/A
850 New
850 $122,000

Others Institutions Holding IWF

# of Institutions
2,308
Shares Held
202M
Call Options Held
337K
Put Options Held
137K
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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