One Ascent Wealth Management LLC Ishares Russell 1000 Gr ETF Transaction History

One Ascent Wealth Management LLC

  • $261 Million
  • Q1 2024

A detailed history of One Ascent Wealth Management LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 886 shares of IWF stock, worth $328,679. This represents 0.11% of its overall portfolio holdings.

Number of Shares
886
Previous 971 8.75%
Holding current value
$328,679
Previous $294,000 1.7%
% of portfolio
0.11%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024
SELL
$294.43 - $339.01 $25,026 - $28,815
-85 Reduced 8.75%
886 $299,000
Q4 2023

Jan 11, 2024
BUY
$256.94 - $304.21 $249,488 - $295,387
971 New
971 $294,000
Q3 2021

Nov 12, 2021
SELL
N/A
-917 Closed
0 $0
Q1 2021

Apr 27, 2021
SELL
N/A
-708 Reduced 43.57%
917 $223,000
Q4 2020

Feb 08, 2021
BUY
N/A
1,625 New
1,625 $392,000

Others Institutions Holding IWF

# of Institutions
2,062
Shares Held
201M
Call Options Held
346K
Put Options Held
74K
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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