Personal Cfo Solutions, LLC Ishares Russell 1000 Gr ETF Transaction History

Personal Cfo Solutions, LLC

  • $704 Million
  • Q3 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 2,266 shares of IWF stock, worth $944,332. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,266
Previous 4,082 44.49%
Holding current value
$944,332
Previous $1.49 Million 42.84%
% of portfolio
0.12%
Previous 0.23%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$332.02 - $382.76 $602,948 - $695,092
-1,816 Reduced 44.49%
2,266 $850,000
Q2 2024

Aug 09, 2024
BUY
$316.15 - $367.33 $562,114 - $653,112
1,778 Added 77.17%
4,082 $1.49 Million
Q1 2024

May 13, 2024
SELL
$294.43 - $339.01 $156,342 - $180,014
-531 Reduced 18.73%
2,304 $776,000
Q4 2023

Feb 13, 2024
BUY
$256.94 - $304.21 $121,018 - $143,282
471 Added 19.92%
2,835 $859,000
Q3 2023

Nov 13, 2023
BUY
$263.8 - $285.38 $178,328 - $192,916
676 Added 40.05%
2,364 $628,000
Q2 2023

Aug 10, 2023
BUY
$239.31 - $275.18 $478 - $550
2 Added 0.12%
1,688 $464,000
Q1 2023

May 09, 2023
SELL
$209.92 - $244.33 $233,221 - $271,450
-1,111 Reduced 39.72%
1,686 $411,000
Q4 2022

Feb 14, 2023
BUY
$207.03 - $232.89 $203,096 - $228,465
981 Added 54.02%
2,797 $599,000
Q3 2022

Nov 01, 2022
SELL
$210.4 - $257.47 $696,213 - $851,968
-3,309 Reduced 64.57%
1,816 $382,000
Q2 2022

Aug 05, 2022
BUY
$209.9 - $283.21 $434,073 - $585,678
2,068 Added 67.65%
5,125 $1.12 Million
Q1 2022

May 02, 2022
SELL
$246.62 - $307.78 $19,729 - $24,622
-80 Reduced 2.55%
3,057 $849,000
Q4 2021

Feb 11, 2022
BUY
$270.99 - $309.52 $233,593 - $266,806
862 Added 37.89%
3,137 $959,000
Q3 2021

Nov 18, 2021
BUY
$272.07 - $292.68 $544 - $585
2 Added 0.09%
2,275 $623,000
Q2 2021

Jul 22, 2021
BUY
$244.58 - $272.16 $68,971 - $76,749
282 Added 14.16%
2,273 $617,000
Q1 2021

Apr 21, 2021
SELL
$230.04 - $254.69 $16,332 - $18,082
-71 Reduced 3.44%
1,991 $484,000
Q4 2020

Feb 09, 2021
BUY
$209.58 - $241.25 $15,089 - $17,370
72 Added 3.62%
2,062 $0
Q2 2020

Aug 03, 2020
SELL
$144.16 - $193.61 $236,278 - $317,326
-1,639 Reduced 45.16%
1,990 $382,000
Q1 2020

Apr 30, 2020
SELL
$131.63 - $192.29 $273,263 - $399,194
-2,076 Reduced 36.39%
3,629 $547,000
Q4 2019

Feb 13, 2020
BUY
$155.29 - $176.84 $164,452 - $187,273
1,059 Added 22.79%
5,705 $1 Million
Q3 2019

Nov 13, 2019
BUY
$158.47 - $162.55 $736,251 - $755,207
4,646 New
4,646 $742,000

Others Institutions Holding IWF

# of Institutions
2,219
Shares Held
204M
Call Options Held
346K
Put Options Held
136K
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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