Andrews, Lucia Wealth Management LLC Ishares Russell 1000 Gr ETF Transaction History

Andrews, Lucia Wealth Management LLC

  • $150 Million
  • Q3 2024

A detailed history of Andrews, Lucia Wealth Management LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Andrews, Lucia Wealth Management LLC holds 711 shares of IWF stock, worth $287,094. This represents 0.18% of its overall portfolio holdings.

Number of Shares
711
Previous 1,422 50.0%
Holding current value
$287,094
Previous $518,000 48.65%
% of portfolio
0.18%
Previous 0.36%

Shares

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

Oct 11, 2024
SELL
$332.02 - $382.76 $236,066 - $272,142
-711 Reduced 50.0%
711 $266,000
Q2 2024

Jul 25, 2024
BUY
$316.15 - $367.33 $224,782 - $261,171
711 Added 100.0%
1,422 $518,000
Q4 2023

Feb 09, 2024
BUY
$256.94 - $304.21 $182,684 - $216,293
711 New
711 $215,000
Q2 2022

Jul 28, 2022
SELL
$209.9 - $283.21 $149,238 - $201,362
-711 Closed
0 $0
Q4 2021

Feb 04, 2022
BUY
$270.99 - $309.52 $192,673 - $220,068
711 New
711 $217,000

Others Institutions Holding IWF

# of Institutions
2,222
Shares Held
204M
Call Options Held
346K
Put Options Held
136K
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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