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

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 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 1,022 shares of IWF stock, worth $418,314. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,022
Previous 860 18.84%
Holding current value
$418,314
Previous $289,000 28.72%
% of portfolio
0.21%
Previous 0.14%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$316.15 - $367.33 $51,216 - $59,507
162 Added 18.84%
1,022 $372,000
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
$207.03 - $232.89 $178,045 - $200,285
860 Added 100.0%
1,720 $368,000
Q1 2022

Aug 15, 2022
SELL
$246.62 - $307.78 $3,945 - $4,924
-16 Reduced 1.83%
860 $239,000
Q3 2021

Nov 10, 2021
SELL
$272.07 - $292.68 $7,617 - $8,195
-28 Reduced 3.1%
876 $240,000
Q1 2021

Jul 16, 2021
BUY
$230.04 - $254.69 $207,956 - $230,239
904 New
904 $220,000

Others Institutions Holding IWF

# of Institutions
2,298
Shares Held
201M
Call Options Held
337K
Put Options Held
137K
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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