Heritage Wealth Management, Inc. /Ca/ Ishares Russell 1000 Gr ETF Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $133 Billion
  • Q1 2025

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 930 shares of IWF stock, worth $363,258. This represents 0.25% of its overall portfolio holdings.

Number of Shares
930
Previous 958 2.92%
Holding current value
$363,258
Previous $385 Million 12.71%
% of portfolio
0.25%
Previous 0.28%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$360.07 - $417.26 $10,081 - $11,683
-28 Reduced 2.92%
930 $336 Million
Q4 2024

Feb 11, 2025
SELL
$370.24 - $418.94 $72,937 - $82,531
-197 Reduced 17.06%
958 $385 Million
Q3 2024

Oct 18, 2024
SELL
$332.02 - $382.76 $13,944 - $16,075
-42 Reduced 3.51%
1,155 $434 Million
Q2 2024

Jul 25, 2024
SELL
$316.15 - $367.33 $8,536 - $9,917
-27 Reduced 2.21%
1,197 $436 Million
Q1 2024

May 06, 2024
SELL
$294.43 - $339.01 $1,766 - $2,034
-6 Reduced 0.49%
1,224 $413 Million
Q4 2023

Feb 14, 2024
BUY
$256.94 - $304.21 $316,036 - $374,178
1,230 New
1,230 $373 Million

Others Institutions Holding IWF

# of Institutions
2,431
Shares Held
214M
Call Options Held
356K
Put Options Held
85.9K
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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