One Ascent Wealth Management LLC Ishares Russell 1000 Gr ETF Transaction History

One Ascent Wealth Management LLC

  • $243 Million
  • Q4 2024

A detailed history of One Ascent Wealth Management LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 798 shares of IWF stock, worth $328,209. This represents 0.13% of its overall portfolio holdings.

Number of Shares
798
Previous 921 13.36%
Holding current value
$328,209
Previous $346,000 7.51%
% of portfolio
0.13%
Previous 0.13%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$370.24 - $418.94 $45,539 - $51,529
-123 Reduced 13.36%
798 $320,000
Q3 2024

Nov 07, 2024
BUY
$332.02 - $382.76 $305,790 - $352,521
921 New
921 $346,000
Q1 2024

Apr 16, 2024
SELL
$294.43 - $339.01 $25,026 - $28,815
-85 Reduced 8.75%
886 $299,000
Q4 2023

Jan 11, 2024
BUY
$256.94 - $304.21 $249,488 - $295,387
971 New
971 $294,000
Q3 2021

Nov 12, 2021
SELL
$272.07 - $292.68 $249,488 - $268,387
-917 Closed
0 $0
Q1 2021

Apr 27, 2021
SELL
$230.04 - $254.69 $162,868 - $180,320
-708 Reduced 43.57%
917 $223,000
Q4 2020

Feb 08, 2021
BUY
$209.58 - $241.25 $340,567 - $392,031
1,625 New
1,625 $392,000

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

IWF Quotes by TradingView
  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
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