Peak Financial Advisors LLC Ishares Russell 1000 Gr ETF Transaction History

Peak Financial Advisors LLC

$159 Million
Q3 2024

A detailed history of Peak Financial Advisors LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Peak Financial Advisors LLC holds 1,001 shares of IWF stock, worth $394,514. This represents 0.24% of its overall portfolio holdings.

Number of Shares

1,001

Previous 981 2.04%

Holding current value

$394,514

Previous $357,000 5.04%

% of portfolio

0.24%

Previous 0.26%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	BUY	$332.02 - $382.76 $6,640 - $7,655	20 Added 2.04%	1,001 $375,000
Q2 2024 Jul 12, 2024	SELL	$316.15 - $367.33 $4,742 - $5,509	-15 Reduced 1.51%	981 $357,000
Q3 2023 Oct 10, 2023	SELL	$263.8 - $285.38 $7,650 - $8,276	-29 Reduced 2.83%	996 $264,000
Q2 2023 Jul 10, 2023	SELL	$239.31 - $275.18 $11,965 - $13,759	-50 Reduced 4.65%	1,025 $282,000
Q3 2022 Oct 26, 2022	SELL	$210.4 - $257.47 $12,624 - $15,448	-60 Reduced 5.29%	1,075 $226,000
Q2 2022 Jul 14, 2022	SELL	$209.9 - $283.21 $68,427 - $92,326	-326 Reduced 22.31%	1,135 $248,000
Q3 2021 Oct 12, 2021	BUY	$272.07 - $292.68 $11,154 - $11,999	41 Added 2.89%	1,461 $400,000
Q4 2020 Feb 02, 2021	BUY	$209.58 - $241.25 $297,603 - $342,575	1,420 New	1,420 $342,000

Others Institutions Holding IWF

# of Institutions

2,217

Shares Held

204M

Call Options Held

346K

Put Options Held

136K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

More about IWF

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Peak Financial Advisors LLC Ishares Russell 1000 Gr ETF Transaction History