Encompass Wealth Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History

Encompass Wealth Advisors, LLC

  • $265 Million
  • Q2 2024

A detailed history of Encompass Wealth Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 3,851 shares of IWF stock, worth $1.49 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
3,851
Previous 3,866 0.39%
Holding current value
$1.49 Million
Previous $1.3 Million 7.67%
% of portfolio
0.53%
Previous 0.48%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$316.15 - $367.33 $4,742 - $5,509
-15 Reduced 0.39%
3,851 $1.4 Million
Q4 2023

Feb 13, 2024
SELL
$256.94 - $304.21 $4,367 - $5,171
-17 Reduced 0.44%
3,866 $1.17 Million
Q2 2023

Aug 09, 2023
SELL
$239.31 - $275.18 $2,393 - $2,751
-10 Reduced 0.26%
3,883 $1.07 Million
Q1 2023

May 04, 2023
BUY
$209.92 - $244.33 $195,015 - $226,982
929 Added 31.34%
3,893 $951,000
Q3 2022

Oct 28, 2022
BUY
$210.4 - $257.47 $210 - $257
1 Added 0.03%
2,964 $624,000
Q2 2022

Aug 03, 2022
BUY
$209.9 - $283.21 $621,933 - $839,151
2,963 New
2,963 $648,000

Others Institutions Holding IWF

# of Institutions
2,168
Shares Held
206M
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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