Carlton Hofferkamp & Jenks Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History

Carlton Hofferkamp & Jenks Wealth Management, LLC

$257 Million
Q4 2024

A detailed history of Carlton Hofferkamp & Jenks Wealth Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 815 shares of IWF stock, worth $335,201. This represents 0.13% of its overall portfolio holdings.

Number of Shares

815

Previous 815 -0.0%

Holding current value

$335,201

Previous $305,000 7.21%

% of portfolio

0.13%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$316.15 - $367.33 $5,374 - $6,244	-17 Reduced 2.04%	815 $297,000
Q1 2023 May 11, 2023	BUY	$209.92 - $244.33 $174,653 - $203,282	832 New	832 $203,000
Q2 2022 Jul 12, 2022	SELL	$209.9 - $283.21 $174,636 - $235,630	-832 Closed	0 $0
Q4 2021 Jan 26, 2022	SELL	$270.99 - $309.52 $11,923 - $13,618	-44 Reduced 5.02%	832 $220,000
Q1 2021 Apr 28, 2021	SELL	$230.04 - $254.69 $5,751 - $6,367	-25 Reduced 2.77%	876 $229,000
Q3 2020 Nov 12, 2020	BUY	$194.64 - $233.83 $175,370 - $210,680	901 New	901 $204,000

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
Sector ETFs
Industry ETFs

More about IWF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Carlton Hofferkamp & Jenks Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carlton Hofferkamp & Jenks Wealth Management, LLC with notifications on news.

Account

Carlton Hofferkamp & Jenks Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History