Peninsula Wealth, LLC Ishares Russell 1000 Gr ETF Transaction History

Peninsula Wealth, LLC

$558 Million
Q3 2024

A detailed history of Peninsula Wealth, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Peninsula Wealth, LLC holds 1,694 shares of IWF stock, worth $689,813. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,694

Previous 1,694 -0.0%

Holding current value

$689,813

Previous $617,000 2.92%

% of portfolio

0.11%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 30, 2024	SELL	$294.43 - $339.01 $1.41 Million - $1.62 Million	-4,780 Reduced 73.83%	1,694 $570,000
Q1 2024 May 08, 2024	BUY	$294.43 - $339.01 $1.41 Million - $1.62 Million	4,780 Added 282.17%	6,474 $2.18 Million
Q4 2021 Feb 04, 2022	BUY	$270.99 - $309.52 $459,057 - $524,326	1,694 New	1,694 $518,000
Q4 2020 Feb 10, 2021	SELL	$209.58 - $241.25 $271,196 - $312,177	-1,294 Closed	0 $0
Q2 2020 Aug 11, 2020	BUY	$144.16 - $193.61 $186,543 - $250,531	1,294 New	1,294 $248,000
Q1 2020 May 12, 2020	SELL	$131.63 - $192.29 $170,329 - $248,823	-1,294 Closed	0 $0
Q2 2019 Aug 02, 2019	BUY	N/A	1,294 New	1,294 $204,000
Q4 2018 Feb 11, 2019	SELL	N/A	-1,294 Closed	0 $0
Q3 2018 Nov 21, 2018	BUY	N/A	1,294 New	1,294 $202,000

Others Institutions Holding IWF

# of Institutions

2,221

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

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Peninsula Wealth, LLC Ishares Russell 1000 Gr ETF Transaction History