O'Brien Wealth Partners LLC Ishares Russell 1000 Gr ETF Transaction History

O'Brien Wealth Partners LLC

  • $511 Million
  • Q1 2025

A detailed history of O'Brien Wealth Partners LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 41,560 shares of IWF stock, worth $15.1 Million. This represents 2.94% of its overall portfolio holdings.

Number of Shares
41,560
Previous 43,606 4.69%
Holding current value
$15.1 Million
Previous $17.5 Million 14.31%
% of portfolio
2.94%
Previous 3.32%

Shares

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

Apr 28, 2025
SELL
$360.07 - $417.26 $736,703 - $853,713
-2,046 Reduced 4.69%
41,560 $15 Million
Q4 2024

Jan 28, 2025
SELL
$370.24 - $418.94 $371,720 - $420,615
-1,004 Reduced 2.25%
43,606 $17.5 Million
Q3 2024

Oct 23, 2024
SELL
$332.02 - $382.76 $220,461 - $254,152
-664 Reduced 1.47%
44,610 $16.7 Million
Q2 2024

Jul 22, 2024
SELL
$316.15 - $367.33 $60,068 - $69,792
-190 Reduced 0.42%
45,274 $16.5 Million
Q1 2024

Apr 18, 2024
SELL
$294.43 - $339.01 $160,464 - $184,760
-545 Reduced 1.18%
45,464 $15.3 Million
Q4 2023

Jan 25, 2024
SELL
$256.94 - $304.21 $544,712 - $644,925
-2,120 Reduced 4.4%
46,009 $13.9 Million
Q3 2023

Oct 24, 2023
SELL
$263.8 - $285.38 $201,015 - $217,459
-762 Reduced 1.56%
48,129 $12.8 Million
Q2 2023

Aug 07, 2023
SELL
$239.31 - $275.18 $1,435 - $1,651
-6 Reduced 0.01%
48,891 $13.5 Million
Q1 2023

May 08, 2023
SELL
$209.92 - $244.33 $1.23 Million - $1.44 Million
-5,881 Reduced 10.74%
48,897 $11.9 Million
Q4 2022

Feb 10, 2023
BUY
$207.03 - $232.89 $88,401 - $99,444
427 Added 0.79%
54,778 $11.7 Million
Q3 2022

Nov 14, 2022
BUY
$210.4 - $257.47 $358,100 - $438,213
1,702 Added 3.23%
54,351 $11.4 Million
Q2 2022

Jul 22, 2022
BUY
$209.9 - $283.21 $405,736 - $547,444
1,933 Added 3.81%
52,649 $11.5 Million
Q1 2022

May 10, 2022
BUY
$246.62 - $307.78 $249,086 - $310,857
1,010 Added 2.03%
50,716 $11.7 Million
Q4 2021

Feb 09, 2022
SELL
$270.99 - $309.52 $476,671 - $544,445
-1,759 Reduced 3.42%
49,706 $13.8 Million
Q3 2021

Oct 07, 2021
SELL
$272.07 - $292.68 $168,139 - $180,876
-618 Reduced 1.19%
51,465 $14.1 Million
Q2 2021

Jul 12, 2021
SELL
$244.58 - $272.16 $671,616 - $747,351
-2,746 Reduced 5.01%
52,083 $14.5 Million
Q1 2021

Apr 13, 2021
SELL
$230.04 - $254.69 $664,585 - $735,799
-2,889 Reduced 5.01%
54,829 $14 Million
Q4 2020

Jan 11, 2021
SELL
$209.58 - $241.25 $757,841 - $872,360
-3,616 Reduced 5.9%
57,718 $14.1 Million
Q3 2020

Oct 09, 2020
SELL
$194.64 - $233.83 $615,257 - $739,136
-3,161 Reduced 4.9%
61,334 $13.5 Million
Q2 2020

Jul 10, 2020
SELL
$144.16 - $193.61 $351,462 - $472,021
-2,438 Reduced 3.64%
64,495 $13 Million
Q1 2020

Apr 03, 2020
SELL
$131.63 - $192.29 $258,916 - $378,234
-1,967 Reduced 2.85%
66,933 $9.83 Million
Q4 2019

Jan 07, 2020
SELL
$155.29 - $176.84 $156,377 - $178,077
-1,007 Reduced 1.44%
68,900 $12.3 Million
Q3 2019

Oct 04, 2019
SELL
$158.47 - $162.55 $2.21 Million - $2.27 Million
-13,968 Reduced 16.65%
69,907 $11.2 Million
Q2 2019

Jul 08, 2019
SELL
N/A
-868 Reduced 1.02%
83,875 $13.5 Million
Q1 2019

Apr 05, 2019
SELL
N/A
-248 Reduced 0.29%
84,743 $12.8 Million
Q4 2018

Jan 17, 2019
SELL
N/A
-4,384 Reduced 4.91%
84,991 $11.6 Million
Q3 2018

Oct 09, 2018
BUY
N/A
7,075 Added 8.6%
89,375 $13.9 Million
Q2 2018

Jul 11, 2018
SELL
N/A
-7,279 Reduced 8.13%
82,300 $11.8 Million
Q1 2018

Apr 11, 2018
SELL
N/A
-6,933 Reduced 7.18%
89,579 $12.2 Million
Q4 2017

Jan 10, 2018
SELL
N/A
-1,876 Reduced 1.91%
96,512 $13 Million
Q3 2017

Oct 12, 2017
BUY
N/A
98,388
98,388 $12.3 Million

Others Institutions Holding IWF

# of Institutions
2,446
Shares Held
212M
Call Options Held
404K
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
Track This Portfolio

Track O'Brien Wealth Partners LLC Portfolio

Follow O'Brien Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of O'Brien Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on O'Brien Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email