Carlton Hofferkamp & Jenks Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History

Carlton Hofferkamp & Jenks Wealth Management, LLC

$257 Million
Q4 2024

A detailed history of Carlton Hofferkamp & Jenks Wealth Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Carlton Hofferkamp & Jenks Wealth Management, LLC holds 815 shares of IWF stock, worth $339,341. This represents 0.13% of its overall portfolio holdings.

Number of Shares

815

Previous 815 -0.0%

Holding current value

$339,341

Previous $305,000 7.21%

% of portfolio

0.13%

Previous 0.1%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$316.15 - $367.33 $5,374 - $6,244	-17 Reduced 2.04%	815 $297,000
Q1 2023 May 11, 2023	BUY	$209.92 - $244.33 $174,653 - $203,282	832 New	832 $203,000
Q2 2022 Jul 12, 2022	SELL	$209.9 - $283.21 $174,636 - $235,630	-832 Closed	0 $0
Q4 2021 Jan 26, 2022	SELL	$270.99 - $309.52 $11,923 - $13,618	-44 Reduced 5.02%	832 $220,000
Q1 2021 Apr 28, 2021	SELL	$230.04 - $254.69 $5,751 - $6,367	-25 Reduced 2.77%	876 $229,000
Q3 2020 Nov 12, 2020	BUY	$194.64 - $233.83 $175,370 - $210,680	901 New	901 $204,000

Others Institutions Holding IWF

# of Institutions

2,427

Shares Held

212M

Call Options Held

457K

Put Options Held

120K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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Carlton Hofferkamp & Jenks Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History