Perfromance Wealth Partners, LLC Ishares Russell 1000 Gr ETF Transaction History

Perfromance Wealth Partners, LLC

$2.89 Billion
Q3 2024

A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 4,912 shares of IWF stock, worth $1.85 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,912

Previous 3,569 37.63%

Holding current value

$1.85 Million

Previous $1.3 Million 41.77%

% of portfolio

0.06%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$332.02 - $382.76 $445,902 - $514,046	1,343 Added 37.63%	4,912 $1.84 Million
Q2 2024 Jul 19, 2024	SELL	$316.15 - $367.33 $17,388 - $20,203	-55 Reduced 1.52%	3,569 $1.3 Million
Q1 2024 Apr 30, 2024	SELL	$294.43 - $339.01 $64,774 - $74,582	-220 Reduced 5.72%	3,624 $1.22 Million
Q4 2023 Jan 22, 2024	SELL	$256.94 - $304.21 $252,572 - $299,038	-983 Reduced 20.36%	3,844 $1.17 Million
Q3 2023 Oct 30, 2023	SELL	$263.8 - $285.38 $13,190 - $14,269	-50 Reduced 1.03%	4,827 $1.28 Million
Q2 2023 Jul 13, 2023	BUY	$239.31 - $275.18 $162,970 - $187,397	681 Added 16.23%	4,877 $1.34 Million
Q4 2022 Jan 19, 2023	SELL	$207.03 - $232.89 $120,698 - $135,774	-583 Reduced 12.2%	4,196 $0
Q1 2022 Apr 21, 2022	BUY	$246.62 - $307.78 $2,712 - $3,385	11 Added 0.23%	4,779 $1.33 Million
Q4 2021 Feb 03, 2022	BUY	$270.99 - $309.52 $1.29 Million - $1.48 Million	4,768 New	4,768 $1.46 Million

Others Institutions Holding IWF

# of Institutions

2,172

Shares Held

206M

Call Options Held

397K

Put Options Held

81.6K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
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Perfromance Wealth Partners, LLC Ishares Russell 1000 Gr ETF Transaction History