Peninsula Wealth, LLC Ishares Russell 1000 Gr ETF Transaction History

Peninsula Wealth, LLC

$581 Million
Q4 2024

A detailed history of Peninsula Wealth, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Peninsula Wealth, LLC holds 1,694 shares of IWF stock, worth $696,725. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,694

Previous 1,694 -0.0%

Holding current value

$696,725

Previous $635,000 7.09%

% of portfolio

0.12%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 30, 2024	SELL	$294.43 - $339.01 $1.41 Million - $1.62 Million	-4,780 Reduced 73.83%	1,694 $570,000
Q1 2024 May 08, 2024	BUY	$294.43 - $339.01 $1.41 Million - $1.62 Million	4,780 Added 282.17%	6,474 $2.18 Million
Q4 2021 Feb 04, 2022	BUY	$270.99 - $309.52 $459,057 - $524,326	1,694 New	1,694 $518,000
Q4 2020 Feb 10, 2021	SELL	$209.58 - $241.25 $271,196 - $312,177	-1,294 Closed	0 $0
Q2 2020 Aug 11, 2020	BUY	$144.16 - $193.61 $186,543 - $250,531	1,294 New	1,294 $248,000
Q1 2020 May 12, 2020	SELL	$131.63 - $192.29 $170,329 - $248,823	-1,294 Closed	0 $0
Q2 2019 Aug 02, 2019	BUY	N/A	1,294 New	1,294 $204,000
Q4 2018 Feb 11, 2019	SELL	N/A	-1,294 Closed	0 $0
Q3 2018 Nov 21, 2018	BUY	N/A	1,294 New	1,294 $202,000

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 Peninsula Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peninsula Wealth, LLC with notifications on news.

Account

Peninsula Wealth, LLC Ishares Russell 1000 Gr ETF Transaction History