Montz Harcus Wealth Management LLC Ishares Russell 1000 Gr ETF Transaction History

Montz Harcus Wealth Management LLC

  • $205 Million
  • Q2 2025

A detailed history of Montz Harcus Wealth Management LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 629 shares of IWF stock, worth $272,130. This represents 0.13% of its overall portfolio holdings.

Number of Shares
629
Previous 629 -0.0%
Holding current value
$272,130
Previous $227,000 16.74%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Apr 21, 2025
BUY
$360.07 - $417.26 $360 - $417
1 Added 0.16%
629 $227,000
Q4 2024

Jan 29, 2025
BUY
$370.24 - $418.94 $370 - $418
1 Added 0.16%
628 $252,000
Q3 2024

Oct 24, 2024
BUY
$332.02 - $382.76 $332 - $382
1 Added 0.16%
627 $235,000
Q1 2024

May 07, 2024
BUY
$294.43 - $339.01 $184,313 - $212,220
626 New
626 $210,000

Others Institutions Holding IWF

# of Institutions
2,487
Shares Held
227M
Call Options Held
356K
Put Options Held
86.1K
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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