Halpern Financial, Inc. Ishares Russell 1000 Gr ETF Transaction History

Halpern Financial, Inc.

$389 Billion
Q3 2024

A detailed history of Halpern Financial, Inc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Halpern Financial, Inc. holds 28,475 shares of IWF stock, worth $13.4 Million. This represents 2.71% of its overall portfolio holdings.

Number of Shares

28,475

Previous 28,489 0.05%

Holding current value

$13.4 Million

Previous $10.4 Billion 1.6%

% of portfolio

2.71%

Previous 2.85%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	SELL	$332.02 - $382.76 $4,648 - $5,358	-14 Reduced 0.05%	28,475 $10.6 Billion
Q2 2024 Jul 08, 2024	SELL	$316.15 - $367.33 $15,807 - $18,366	-50 Reduced 0.18%	28,489 $10.4 Billion
Q1 2024 Apr 09, 2024	SELL	$294.43 - $339.01 $11,777 - $13,560	-40 Reduced 0.14%	28,539 $9.56 Billion
Q4 2023 Jan 19, 2024	SELL	$256.94 - $304.21 $23,638 - $27,987	-92 Reduced 0.32%	28,579 $8.45 Billion
Q3 2023 Oct 10, 2023	BUY	$263.8 - $285.38 $248,235 - $268,542	941 Added 3.39%	28,671 $7.63 Billion

Q2 2023 Sep 21, 2023	SELL	$239.31 - $275.18 $25,127 - $28,893	-105 Reduced 0.38%	27,730 $7.63 Billion
Q1 2023 Sep 21, 2023	SELL	$209.92 - $244.33 $206,561 - $240,420	-984 Reduced 3.41%	27,835 $6.8 Billion
Q3 2022 Sep 21, 2023	SELL	$210.4 - $257.47 $8,416 - $10,298	-40 Reduced 0.14%	28,819 $6.06 Billion
Q2 2022 Sep 21, 2023	SELL	$209.9 - $283.21 $149,868 - $202,211	-714 Reduced 2.41%	28,859 $6.31 Billion
Q1 2022 Sep 21, 2023	BUY	$246.62 - $307.78 $3.75 Million - $4.68 Million	15,203 Added 105.8%	29,573 $8.21 Billion
Q4 2021 Sep 21, 2023	SELL	$270.99 - $309.52 $13,549 - $15,476	-50 Reduced 0.35%	14,370 $4.39 Billion
Q3 2021 Sep 21, 2023	SELL	$272.07 - $292.68 $203,508 - $218,924	-748 Reduced 4.93%	14,420 $3.95 Billion
Q2 2021 Sep 21, 2023	SELL	$244.58 - $272.16 $180,989 - $201,398	-740 Reduced 4.65%	15,168 $4.12 Billion
Q1 2021 Sep 21, 2023	SELL	$230.04 - $254.69 $12,882 - $14,262	-56 Reduced 0.35%	15,908 $3.87 Billion
Q4 2020 Sep 21, 2023	SELL	$209.58 - $241.25 $54,490 - $62,725	-260 Reduced 1.6%	15,964 $3.85 Billion
Q3 2020 Sep 21, 2023	SELL	$194.64 - $233.83 $50,606 - $60,795	-260 Reduced 1.58%	16,224 $3.52 Billion
Q2 2020 Sep 21, 2023	BUY	$144.16 - $193.61 $264,821 - $355,661	1,837 Added 12.54%	16,484 $3.16 Billion
Q1 2020 Sep 21, 2023	SELL	$131.63 - $192.29 $7,897 - $11,537	-60 Reduced 0.41%	14,647 $2.21 Billion
Q4 2019 Sep 21, 2023	BUY	$155.29 - $176.84 $2.28 Million - $2.6 Million	14,707 New	14,707 $2.59 Billion

Others Institutions Holding IWF

# of Institutions

2,629

Shares Held

205M

Call Options Held

534K

Put Options Held

288K

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About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
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Halpern Financial, Inc. Ishares Russell 1000 Gr ETF Transaction History