Heritage Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History

Heritage Wealth Management, LLC

  • $200 Million
  • Q1 2024

A detailed history of Heritage Wealth Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 860 shares of IWF stock, worth $319,034. This represents 0.14% of its overall portfolio holdings.

Number of Shares
860
Previous 860 -0.0%
Holding current value
$319,034
Previous $260,000 11.15%
% of portfolio
0.14%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
SELL
$256.94 - $304.21 $220,968 - $261,620
-860 Reduced 50.0%
860 $260,000
Q4 2022

Feb 13, 2023
BUY
$210.27 - $232.89 $180,832 - $200,285
860 Added 100.0%
1,720 $368,000
Q1 2022

Aug 15, 2022
SELL
N/A
-16 Reduced 1.83%
860 $239,000
Q3 2021

Nov 10, 2021
SELL
N/A
-28 Reduced 3.1%
876 $240,000
Q1 2021

Jul 16, 2021
BUY
N/A
904 New
904 $220,000

Others Institutions Holding IWF

# of Institutions
2,062
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
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