A detailed history of Financial Perspectives, Inc transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 3,168 shares of IWF stock, worth $1.27 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
3,168
Previous 3,116 1.67%
Holding current value
$1.27 Million
Previous $1.14 Billion 4.69%
% of portfolio
0.41%
Previous 0.42%

Shares

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

Oct 17, 2024

BUY
$332.02 - $382.76 $17,265 - $19,903
52 Added 1.67%
3,168 $1.19 Billion
Q2 2024

Aug 09, 2024

BUY
$316.15 - $367.33 $28,137 - $32,692
89 Added 2.94%
3,116 $1.14 Billion
Q1 2024

Apr 19, 2024

BUY
$294.43 - $339.01 $28,265 - $32,544
96 Added 3.28%
3,027 $1.02 Billion
Q4 2023

Feb 01, 2024

BUY
$256.94 - $304.21 $57,040 - $67,534
222 Added 8.19%
2,931 $889 Million
Q3 2023

Jan 09, 2024

BUY
$263.8 - $285.38 $55,925 - $60,500
212 Added 8.49%
2,709 $721 Million
Q2 2023

Jan 09, 2024

BUY
$239.31 - $275.18 $57,913 - $66,593
242 Added 10.73%
2,497 $687 Million
Q1 2023

Jan 09, 2024

BUY
$209.92 - $244.33 $50,380 - $58,639
240 Added 11.91%
2,255 $551 Million
Q4 2022

Jan 09, 2024

BUY
$207.03 - $232.89 $29,398 - $33,070
142 Added 7.58%
2,015 $432 Million
Q3 2022

Jan 09, 2024

BUY
$210.4 - $257.47 $44,184 - $54,068
210 Added 12.63%
1,873 $394 Million
Q2 2022

Jan 09, 2024

BUY
$209.9 - $283.21 $291,341 - $393,095
1,388 Added 504.73%
1,663 $364 Million
Q1 2022

Jan 09, 2024

BUY
$246.62 - $307.78 $67,820 - $84,639
275 New
275 $76.3 Million

Others Institutions Holding IWF

About ISHARES RUSSELL 1000 GR ETF


  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.