Falcon Wealth Planning Ishares Russell 1000 Gr ETF Transaction History

Falcon Wealth Planning

  • $631 Million
  • Q1 2024

A detailed history of Falcon Wealth Planning transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 2,270 shares of IWF stock, worth $859,058. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,270
Previous 2,333 2.7%
Holding current value
$859,058
Previous $707,000 8.2%
% of portfolio
0.12%
Previous 0.12%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$294.43 - $339.01 $18,549 - $21,357
-63 Reduced 2.7%
2,270 $765,000
Q4 2023

Jan 10, 2024
BUY
$256.94 - $304.21 $119,220 - $141,153
464 Added 24.83%
2,333 $707,000
Q3 2023

Oct 05, 2023
BUY
$263.8 - $285.38 $97,869 - $105,875
371 Added 24.77%
1,869 $497,000
Q2 2023

Jul 13, 2023
BUY
$239.31 - $275.18 $11,486 - $13,208
48 Added 3.31%
1,498 $412,000
Q1 2023

May 15, 2023
BUY
$209.92 - $244.33 $71,792 - $83,560
342 Added 30.87%
1,450 $354,000
Q4 2022

Jan 20, 2023
SELL
$210.27 - $232.89 $213,634 - $236,616
-1,016 Reduced 47.83%
1,108 $0
Q3 2022

Nov 10, 2022
BUY
N/A
2,124 New
2,124 $447,000

Others Institutions Holding IWF

# of Institutions
2,064
Shares Held
201M
Call Options Held
346K
Put Options Held
74K
View Full List

About ISHARES RUSSELL 1000 GR ETF

IWF Quotes by TradingView
  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
Track This Portfolio

Track Falcon Wealth Planning Portfolio

Follow Falcon Wealth Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Falcon Wealth Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email