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

Encompass Wealth Advisors, LLC

$243 Million
Q1 2025

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 3,633 shares of IWF stock, worth $1.45 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

3,633

Previous 3,658 0.68%

Holding current value

$1.45 Million

Previous $1.47 Million 10.69%

% of portfolio

0.54%

Previous 0.6%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$360.07 - $417.26 $9,001 - $10,431	-25 Reduced 0.68%	3,633 $1.31 Million
Q4 2024 Jan 27, 2025	SELL	$370.24 - $418.94 $71,456 - $80,855	-193 Reduced 5.01%	3,658 $1.47 Million
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

2,435

Shares Held

213M

Call Options Held

356K

Put Options Held

86.1K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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