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

One Charles Private Wealth Services, LLC

  • $287 Million
  • Q1 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 957 shares of IWF stock, worth $420,965. This represents 0.12% of its overall portfolio holdings.

Number of Shares
957
Previous 964 0.73%
Holding current value
$420,965
Previous $387,000 10.85%
% of portfolio
0.12%
Previous 0.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,491
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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