Vertex Planning Partners, LLC Ishares Russell 1000 Gr ETF Transaction History

Vertex Planning Partners, LLC

$453 Billion
Q4 2024

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 836 shares of IWF stock, worth $348,085. This represents 0.07% of its overall portfolio holdings.

Number of Shares

836

Previous 800 4.5%

Holding current value

$348,085

Previous $300 Million 11.82%

% of portfolio

0.07%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$370.24 - $418.94 $13,328 - $15,081	36 Added 4.5%	836 $336 Million
Q2 2024 Aug 13, 2024	SELL	$316.15 - $367.33 $338,280 - $393,043	-1,070 Reduced 57.22%	800 $292 Million
Q1 2024 May 13, 2024	BUY	$294.43 - $339.01 $275,880 - $317,652	937 Added 100.43%	1,870 $630 Million
Q4 2023 Feb 14, 2024	SELL	$256.94 - $304.21 $102,005 - $120,771	-397 Reduced 29.85%	933 $283 Million
Q1 2023 May 16, 2023	BUY	$209.92 - $244.33 $17,423 - $20,279	83 Added 6.66%	1,330 $325 Million
Q4 2022 Feb 06, 2023	BUY	$207.03 - $232.89 $258,166 - $290,413	1,247 New	1,247 $267 Million

Others Institutions Holding IWF

# of Institutions

2,439

Shares Held

210M

Call Options Held

420K

Put Options Held

135K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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Vertex Planning Partners, LLC Ishares Russell 1000 Gr ETF Transaction History