A detailed history of Compass Wealth Management LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Compass Wealth Management LLC holds 1,440 shares of IWF stock, worth $573,667. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,440
Previous 1,440 -0.0%
Holding current value
$573,667
Previous $525 Million 2.98%
% of portfolio
0.13%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 05, 2024

SELL
$294.43 - $339.01 $85,384 - $98,312
-290 Reduced 16.76%
1,440 $485 Million
Q4 2023

Jan 04, 2024

SELL
$256.94 - $304.21 $10,277 - $12,168
-40 Reduced 2.26%
1,730 $524 Million
Q3 2023

Oct 25, 2023

SELL
$263.8 - $285.38 $13,190 - $14,269
-50 Reduced 2.75%
1,770 $471 Million
Q2 2023

Jul 27, 2023

SELL
$239.31 - $275.18 $27,759 - $31,920
-116 Reduced 5.99%
1,820 $501 Million
Q1 2023

May 15, 2023

BUY
$209.92 - $244.33 $87,326 - $101,641
416 Added 27.37%
1,936 $473 Million
Q4 2022

Feb 17, 2023

BUY
$207.03 - $232.89 $314,685 - $353,992
1,520 New
1,520 $326 Million

Others Institutions Holding IWF

About ISHARES RUSSELL 1000 GR ETF


  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
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