Holistic Planning, LLC Ishares Russell 1000 Gr ETF Transaction History

Holistic Planning, LLC

  • $295 Billion
  • Q1 2025

A detailed history of Holistic Planning, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 1,073 shares of IWF stock, worth $389,380. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,073
Previous 1,107 3.07%
Holding current value
$389,380
Previous $445 Million 12.84%
% of portfolio
0.13%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$360.07 - $417.26 $12,242 - $14,186
-34 Reduced 3.07%
1,073 $387 Million
Q4 2024

Jan 24, 2025
BUY
$370.24 - $418.94 $25,916 - $29,325
70 Added 6.75%
1,107 $445 Million
Q3 2024

Nov 01, 2024
BUY
$332.02 - $382.76 $105,250 - $121,334
317 Added 44.03%
1,037 $389 Million
Q1 2024

May 01, 2024
SELL
$294.43 - $339.01 $47,992 - $55,258
-163 Reduced 18.46%
720 $243 Million
Q4 2023

Feb 14, 2024
BUY
$256.94 - $304.21 $226,878 - $268,617
883 New
883 $268 Million

Others Institutions Holding IWF

# of Institutions
2,436
Shares Held
213M
Call Options Held
403K
Put Options Held
103K
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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