A detailed history of Holistic Financial Partners transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Holistic Financial Partners holds 23,049 shares of IWF stock, worth $9.07 Million. This represents 4.22% of its overall portfolio holdings.

Number of Shares
23,049
Previous 23,354 1.31%
Holding current value
$9.07 Million
Previous $8.51 Million 1.64%
% of portfolio
4.22%
Previous 4.53%

Shares

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

Nov 07, 2024

SELL
$332.02 - $382.76 $101,266 - $116,741
-305 Reduced 1.31%
23,049 $8.65 Million
Q2 2024

Jul 30, 2024

SELL
$316.15 - $367.33 $32,247 - $37,467
-102 Reduced 0.43%
23,354 $8.51 Million
Q1 2024

May 08, 2024

SELL
$294.43 - $339.01 $28,854 - $33,222
-98 Reduced 0.42%
23,456 $7.91 Million
Q4 2023

Feb 12, 2024

SELL
$256.94 - $304.21 $24,923 - $29,508
-97 Reduced 0.41%
23,554 $7.14 Million
Q3 2023

Nov 08, 2023

SELL
$263.8 - $285.38 $22,159 - $23,971
-84 Reduced 0.35%
23,651 $6.29 Million
Q2 2023

Aug 09, 2023

SELL
$239.31 - $275.18 $993,375 - $1.14 Million
-4,151 Reduced 14.89%
23,735 $6.53 Million
Q1 2023

May 04, 2023

SELL
$209.92 - $244.33 $180,111 - $209,635
-858 Reduced 2.98%
27,886 $6.81 Million
Q4 2022

Feb 07, 2023

SELL
$207.03 - $232.89 $59,624 - $67,072
-288 Reduced 0.99%
28,744 $6.16 Million
Q3 2022

Nov 09, 2022

SELL
$210.4 - $257.47 $1,262 - $1,544
-6 Reduced 0.02%
29,032 $6.11 Million
Q2 2022

Aug 02, 2022

SELL
$209.9 - $283.21 $20,990 - $28,320
-100 Reduced 0.34%
29,038 $6.35 Million
Q1 2022

May 13, 2022

SELL
$246.62 - $307.78 $185,458 - $231,450
-752 Reduced 2.52%
29,138 $8.09 Million
Q4 2021

Feb 11, 2022

SELL
$270.99 - $309.52 $5,690 - $6,499
-21 Reduced 0.07%
29,890 $9.13 Million
Q3 2021

Nov 12, 2021

SELL
$272.07 - $292.68 $59,855 - $64,389
-220 Reduced 0.73%
29,911 $8.2 Million
Q2 2021

Aug 13, 2021

SELL
$244.58 - $272.16 $161,911 - $180,169
-662 Reduced 2.15%
30,131 $8.18 Million
Q1 2021

May 11, 2021

SELL
$230.04 - $254.69 $40,487 - $44,825
-176 Reduced 0.57%
30,793 $7.48 Million
Q4 2020

Feb 10, 2021

SELL
$209.58 - $241.25 $12,365 - $14,233
-59 Reduced 0.19%
30,969 $7.47 Million
Q3 2020

Nov 13, 2020

SELL
$194.64 - $233.83 $9,148 - $10,990
-47 Reduced 0.15%
31,028 $6.73 Million
Q2 2020

Aug 13, 2020

SELL
$144.16 - $193.61 $92,839 - $124,684
-644 Reduced 2.03%
31,075 $5.97 Million
Q1 2020

May 05, 2020

SELL
$131.63 - $192.29 $53,705 - $78,454
-408 Reduced 1.27%
31,719 $4.78 Million
Q4 2019

Feb 06, 2020

SELL
$155.29 - $176.84 $98,453 - $112,116
-634 Reduced 1.94%
32,127 $5.65 Million
Q3 2019

Nov 07, 2019

SELL
$158.47 - $162.55 $171,623 - $176,041
-1,083 Reduced 3.2%
32,761 $5.23 Million
Q2 2019

Aug 07, 2019

SELL
N/A
-197 Reduced 0.58%
33,844 $5.33 Million
Q1 2019

May 07, 2019

SELL
N/A
-1,574 Reduced 4.42%
34,041 $5.15 Million
Q4 2018

Feb 11, 2019

BUY
N/A
3,858 Added 12.15%
35,615 $4.66 Million
Q3 2018

Nov 05, 2018

SELL
N/A
-529 Reduced 1.64%
31,757 $4.95 Million
Q2 2018

Aug 14, 2018

SELL
N/A
-2,138 Reduced 6.21%
32,286 $4.64 Million
Q1 2018

May 14, 2018

SELL
N/A
-2,889 Reduced 7.74%
34,424 $4.69 Million
Q4 2017

Feb 09, 2018

BUY
N/A
37,313
37,313 $5.03 Million

Others Institutions Holding IWF

About ISHARES RUSSELL 1000 GR ETF


  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
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