Peak Financial Advisors LLC Ishares Russell 1000 Gr ETF Transaction History

Peak Financial Advisors LLC

  • $161 Million
  • Q3 2025

A detailed history of Peak Financial Advisors LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Peak Financial Advisors LLC holds 804 shares of IWF stock, worth $378,627. This represents 0.23% of its overall portfolio holdings.

Number of Shares
804
Previous 804 -0.0%
Holding current value
$378,627
Previous $339,000 8.85%
% of portfolio
0.23%
Previous 0.22%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
SELL
$320.42 - $424.58 $27,235 - $36,089
-85 Reduced 9.56%
804 $339,000
Q1 2025

Apr 10, 2025
SELL
$360.07 - $417.26 $8,281 - $9,596
-23 Reduced 2.52%
889 $320,000
Q4 2024

Jan 14, 2025
SELL
$370.24 - $418.94 $32,951 - $37,285
-89 Reduced 8.89%
912 $366,000
Q3 2024

Oct 09, 2024
BUY
$332.02 - $382.76 $6,640 - $7,655
20 Added 2.04%
1,001 $375,000
Q2 2024

Jul 12, 2024
SELL
$316.15 - $367.33 $4,742 - $5,509
-15 Reduced 1.51%
981 $357,000
Q3 2023

Oct 10, 2023
SELL
$263.8 - $285.38 $7,650 - $8,276
-29 Reduced 2.83%
996 $264,000
Q2 2023

Jul 10, 2023
SELL
$239.31 - $275.18 $11,965 - $13,759
-50 Reduced 4.65%
1,025 $282,000
Q3 2022

Oct 26, 2022
SELL
$210.4 - $257.47 $12,624 - $15,448
-60 Reduced 5.29%
1,075 $226,000
Q2 2022

Jul 14, 2022
SELL
$209.9 - $283.21 $68,427 - $92,326
-326 Reduced 22.31%
1,135 $248,000
Q3 2021

Oct 12, 2021
BUY
$272.07 - $292.68 $11,154 - $11,999
41 Added 2.89%
1,461 $400,000
Q4 2020

Feb 02, 2021
BUY
$209.58 - $241.25 $297,603 - $342,575
1,420 New
1,420 $342,000

Others Institutions Holding IWF

# of Institutions
2,629
Shares Held
205M
Call Options Held
534K
Put Options Held
288K
View Full List

About ISHARES RUSSELL 1000 GR ETF

IWF Quotes by TradingView
  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
Track This Portfolio

Track Peak Financial Advisors LLC Portfolio

Follow Peak Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email