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

Andrews, Lucia Wealth Management LLC

  • $142 Million
  • Q2 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 1,422 shares of IWF stock, worth $531,244. This represents 0.36% of its overall portfolio holdings.

Number of Shares
1,422
Previous 711 100.0%
Holding current value
$531,244
Previous $239,000 116.74%
% of portfolio
0.36%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,147
Shares Held
203M
Call Options Held
396K
Put Options Held
84.5K
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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