Concord Wealth Partners Ishares Russell 1000 Gr ETF Transaction History

Concord Wealth Partners

$591 Million
Q3 2024

A detailed history of Concord Wealth Partners transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Concord Wealth Partners holds 45 shares of IWF stock, worth $18,314. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 3 1400.0%

Holding current value

$18,314

Previous $1,000 1500.0%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$332.02 - $382.76 $13,944 - $16,075	42 Added 1400.0%	45 $16,000
Q2 2024 Jul 31, 2024	SELL	$316.15 - $367.33 $232,686 - $270,354	-736 Reduced 99.59%	3 $1,000
Q1 2024 Apr 30, 2024	BUY	$294.43 - $339.01 $216,700 - $249,511	736 Added 24533.33%	739 $249,000
Q4 2023 Apr 30, 2024	SELL	$256.94 - $304.21 $135,150 - $160,014	-526 Reduced 99.43%	3 $0
Q4 2023 Feb 05, 2024	SELL	$256.94 - $304.21 $135,150 - $160,014	-526 Reduced 99.43%	3 $0
Q3 2023 Apr 30, 2024	BUY	$263.8 - $285.38 $138,758 - $150,109	526 Added 17533.33%	529 $140,000
Q3 2023 Oct 25, 2023	BUY	$263.8 - $285.38 $66,741 - $72,201	253 Added 91.67%	529 $140,000
Q2 2023 Aug 07, 2023	BUY	$239.31 - $275.18 $11,008 - $12,658	46 Added 20.0%	276 $75,000
Q1 2023 Apr 26, 2023	SELL	$209.92 - $244.33 $9,656 - $11,239	-46 Reduced 16.67%	230 $56,000
Q4 2022 Jan 27, 2023	BUY	$207.03 - $232.89 $57,140 - $64,277	276 New	276 $59,000
Q2 2022 Aug 04, 2022	BUY	$209.9 - $283.21 $10,495 - $14,160	50 Added 156.25%	82 $18,000
Q1 2022 Apr 20, 2022	SELL	$246.62 - $307.78 $26,881 - $33,548	-109 Reduced 77.3%	32 $9,000
Q4 2021 Jan 21, 2022	BUY	$270.99 - $309.52 $32,789 - $37,451	121 Added 605.0%	141 $43,000
Q3 2021 Nov 09, 2021	SELL	$272.07 - $292.68 $5,441 - $5,853	-20 Reduced 50.0%	20 $5,000
Q2 2021 Jul 29, 2021	SELL	$244.58 - $272.16 $61,389 - $68,312	-251 Reduced 86.25%	40 $11,000
Q1 2021 May 13, 2021	SELL	$230.04 - $254.69 $94,086 - $104,168	-409 Reduced 58.43%	291 $71,000
Q4 2020 Feb 16, 2021	BUY	$209.58 - $241.25 $146,706 - $168,875	700 New	700 $169,000

Others Institutions Holding IWF

# of Institutions

2,241

Shares Held

200M

Call Options Held

346K

Put Options Held

136K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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Concord Wealth Partners Ishares Russell 1000 Gr ETF Transaction History