A detailed history of O'Rourke & Company, Inc transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, O'Rourke & Company, Inc holds 1,749 shares of IWF stock, worth $648,249. This represents 0.36% of its overall portfolio holdings.

Number of Shares
1,749
Previous 1,782 1.85%
Holding current value
$648,249
Previous $601,000 5.99%
% of portfolio
0.36%
Previous 0.35%

Shares

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

Jul 18, 2024

SELL
$316.15 - $367.33 $10,432 - $12,121
-33 Reduced 1.85%
1,749 $637,000
Q1 2024

Apr 18, 2024

SELL
$294.43 - $339.01 $1,177 - $1,356
-4 Reduced 0.22%
1,782 $601,000
Q4 2023

Jan 24, 2024

BUY
$256.94 - $304.21 $162,643 - $192,564
633 Added 54.9%
1,786 $541,000
Q3 2023

Nov 13, 2023

SELL
$263.8 - $285.38 $8,705 - $9,417
-33 Reduced 2.78%
1,153 $307,000
Q2 2023

Jul 25, 2023

BUY
$239.31 - $275.18 $239 - $275
1 Added 0.08%
1,186 $326,000
Q1 2023

May 12, 2023

BUY
$209.92 - $244.33 $209 - $244
1 Added 0.08%
1,185 $290,000
Q4 2022

Feb 13, 2023

BUY
$207.03 - $232.89 $245,123 - $275,741
1,184 New
1,184 $254,000

Others Institutions Holding IWF

About ISHARES RUSSELL 1000 GR ETF


  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
Track This Portfolio

Track O'Rourke & Company, Inc Portfolio

Follow O'Rourke & Company, Inc 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'Rourke & Company, Inc, based on Form 13F filings with the SEC.

News

Stay updated on O'Rourke & Company, Inc with notifications on news.