Wealth Plan Partners, LLC Ishares Russell 1000 Gr ETF Transaction History

Wealth Plan Partners, LLC

  • $705 Billion
  • Q4 2024

A detailed history of Wealth Plan Partners, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 3,389 shares of IWF stock, worth $1.39 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,389
Previous 3,141 7.9%
Holding current value
$1.39 Million
Previous $1.18 Billion 15.43%
% of portfolio
0.19%
Previous 0.16%

Shares

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

Jan 30, 2025
BUY
$370.24 - $418.94 $91,819 - $103,897
248 Added 7.9%
3,389 $1.36 Billion
Q3 2024

Nov 05, 2024
SELL
$332.02 - $382.76 $52,127 - $60,093
-157 Reduced 4.76%
3,141 $1.18 Billion
Q1 2024

May 07, 2024
SELL
$294.43 - $339.01 $26,204 - $30,171
-89 Reduced 2.63%
3,298 $1.11 Billion
Q3 2023

Nov 01, 2023
BUY
$263.8 - $285.38 $41,416 - $44,804
157 Added 4.86%
3,387 $901 Million
Q2 2023

Jul 31, 2023
SELL
$239.31 - $275.18 $37,571 - $43,203
-157 Reduced 4.64%
3,230 $889 Million
Q1 2023

May 10, 2023
SELL
$209.92 - $244.33 $2,728 - $3,176
-13 Reduced 0.38%
3,387 $828 Million
Q4 2022

Feb 16, 2023
SELL
$207.03 - $232.89 $180,116 - $202,614
-870 Reduced 20.37%
3,400 $813 Million
Q3 2021

Dec 09, 2021
BUY
$272.07 - $292.68 $681,535 - $733,163
2,505 Added 141.93%
4,270 $0
Q1 2021

May 11, 2021
BUY
$230.04 - $254.69 $6,211 - $6,876
27 Added 1.55%
1,765 $450,000
Q4 2020

Feb 09, 2021
BUY
$209.58 - $241.25 $33,323 - $38,358
159 Added 10.07%
1,738 $435,000
Q2 2020

Aug 19, 2020
BUY
$144.16 - $193.61 $227,628 - $305,710
1,579 New
1,579 $336,000
Q3 2019

Nov 15, 2019
SELL
$158.47 - $162.55 $426,601 - $437,584
-2,692 Closed
0 $0
Q2 2019

Aug 19, 2019
BUY
N/A
2,692 New
2,692 $431,000

Others Institutions Holding IWF

# of Institutions
2,308
Shares Held
202M
Call Options Held
337K
Put Options Held
137K
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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