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

Encompass Wealth Advisors, LLC

$245 Million
Q4 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 3,658 shares of IWF stock, worth $1.48 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

3,658

Previous 3,851 5.01%

Holding current value

$1.48 Million

Previous $1.45 Million 1.59%

% of portfolio

0.6%

Previous 0.52%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,447

Shares Held

210M

Call Options Held

404K

Put Options Held

131K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

More about IWF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Encompass Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Encompass Wealth Advisors, LLC with notifications on news.

Account

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