Heritage Wealth Management, Inc. /Ca/ Ishares Russell 1000 Gr ETF Transaction History

Heritage Wealth Management, Inc. /Ca/

  • $141 Billion
  • Q3 2024

A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 1,155 shares of IWF stock, worth $465,395. This represents 0.31% of its overall portfolio holdings.

Number of Shares
1,155
Previous 1,197 3.51%
Holding current value
$465,395
Previous $436 Million 0.63%
% of portfolio
0.31%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$332.02 - $382.76 $13,944 - $16,075
-42 Reduced 3.51%
1,155 $434 Million
Q2 2024

Jul 25, 2024
SELL
$316.15 - $367.33 $8,536 - $9,917
-27 Reduced 2.21%
1,197 $436 Million
Q1 2024

May 06, 2024
SELL
$294.43 - $339.01 $1,766 - $2,034
-6 Reduced 0.49%
1,224 $413 Million
Q4 2023

Feb 14, 2024
BUY
$256.94 - $304.21 $316,036 - $374,178
1,230 New
1,230 $373 Million

Others Institutions Holding IWF

# of Institutions
2,219
Shares Held
204M
Call Options Held
346K
Put Options Held
136K
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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