One Charles Private Wealth Services, LLC Ishares Russell 1000 Gr ETF Transaction History

One Charles Private Wealth Services, LLC

  • $342 Million
  • Q3 2025

A detailed history of One Charles Private Wealth Services, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 901 shares of IWF stock, worth $424,307. This represents 0.12% of its overall portfolio holdings.

Number of Shares
901
Previous 957 5.85%
Holding current value
$424,307
Previous $406,000 3.94%
% of portfolio
0.12%
Previous 0.13%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$420.11 - $472.68 $23,526 - $26,470
-56 Reduced 5.85%
901 $422,000
Q1 2025

May 08, 2025
SELL
$360.07 - $417.26 $2,520 - $2,920
-7 Reduced 0.73%
957 $345,000
Q3 2024

Nov 12, 2024
SELL
$332.02 - $382.76 $4,316 - $4,975
-13 Reduced 1.33%
964 $361,000
Q2 2024

Aug 14, 2024
SELL
$316.15 - $367.33 $23,395 - $27,182
-74 Reduced 7.04%
977 $356,000
Q1 2024

May 14, 2024
BUY
$294.43 - $339.01 $47,992 - $55,258
163 Added 18.36%
1,051 $354,000
Q4 2023

Feb 06, 2024
SELL
$256.94 - $304.21 $20,555 - $24,336
-80 Reduced 8.26%
888 $269,000
Q3 2021

Nov 03, 2021
SELL
$272.07 - $292.68 $16,324 - $17,560
-60 Reduced 5.84%
968 $265,000
Q2 2021

Aug 10, 2021
BUY
$244.58 - $272.16 $251,428 - $279,780
1,028 New
1,028 $279,000
Q3 2020

Oct 20, 2020
SELL
$194.64 - $233.83 $223,446 - $268,436
-1,148 Closed
0 $0
Q2 2020

Aug 12, 2020
BUY
$144.16 - $193.61 $165,495 - $222,264
1,148 New
1,148 $241,000

Others Institutions Holding IWF

# of Institutions
2,630
Shares Held
205M
Call Options Held
534K
Put Options Held
288K
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 One Charles Private Wealth Services, LLC Portfolio

Follow One Charles Private Wealth Services, 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 One Charles Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Charles Private Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email