Personal Cfo Solutions, LLC Ishares Russell 1000 Gr ETF Transaction History

Personal Cfo Solutions, LLC

$636 Million
Q2 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 4,082 shares of IWF stock, worth $1.58 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

4,082

Previous 2,304 77.17%

Holding current value

$1.58 Million

Previous $776,000 91.62%

% of portfolio

0.23%

Previous 0.13%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$316.15 - $367.33 $562,114 - $653,112	1,778 Added 77.17%	4,082 $1.49 Million
Q1 2024 May 13, 2024	SELL	$294.43 - $339.01 $156,342 - $180,014	-531 Reduced 18.73%	2,304 $776,000
Q4 2023 Feb 13, 2024	BUY	$256.94 - $304.21 $121,018 - $143,282	471 Added 19.92%	2,835 $859,000
Q3 2023 Nov 13, 2023	BUY	$263.8 - $285.38 $178,328 - $192,916	676 Added 40.05%	2,364 $628,000
Q2 2023 Aug 10, 2023	BUY	$239.31 - $275.18 $478 - $550	2 Added 0.12%	1,688 $464,000
Q1 2023 May 09, 2023	SELL	$209.92 - $244.33 $233,221 - $271,450	-1,111 Reduced 39.72%	1,686 $411,000
Q4 2022 Feb 14, 2023	BUY	$207.03 - $232.89 $203,096 - $228,465	981 Added 54.02%	2,797 $599,000
Q3 2022 Nov 01, 2022	SELL	$210.4 - $257.47 $696,213 - $851,968	-3,309 Reduced 64.57%	1,816 $382,000
Q2 2022 Aug 05, 2022	BUY	$209.9 - $283.21 $434,073 - $585,678	2,068 Added 67.65%	5,125 $1.12 Million
Q1 2022 May 02, 2022	SELL	$246.62 - $307.78 $19,729 - $24,622	-80 Reduced 2.55%	3,057 $849,000
Q4 2021 Feb 11, 2022	BUY	$270.99 - $309.52 $233,593 - $266,806	862 Added 37.89%	3,137 $959,000
Q3 2021 Nov 18, 2021	BUY	$272.07 - $292.68 $544 - $585	2 Added 0.09%	2,275 $623,000
Q2 2021 Jul 22, 2021	BUY	$244.58 - $272.16 $68,971 - $76,749	282 Added 14.16%	2,273 $617,000
Q1 2021 Apr 21, 2021	SELL	$230.04 - $254.69 $16,332 - $18,082	-71 Reduced 3.44%	1,991 $484,000
Q4 2020 Feb 09, 2021	BUY	$209.58 - $241.25 $15,089 - $17,370	72 Added 3.62%	2,062 $0
Q2 2020 Aug 03, 2020	SELL	$144.16 - $193.61 $236,278 - $317,326	-1,639 Reduced 45.16%	1,990 $382,000
Q1 2020 Apr 30, 2020	SELL	$131.63 - $192.29 $273,263 - $399,194	-2,076 Reduced 36.39%	3,629 $547,000
Q4 2019 Feb 13, 2020	BUY	$155.29 - $176.84 $164,452 - $187,273	1,059 Added 22.79%	5,705 $1 Million
Q3 2019 Nov 13, 2019	BUY	$158.47 - $162.55 $736,251 - $755,207	4,646 New	4,646 $742,000

Others Institutions Holding IWF

# of Institutions

2,168

Shares Held

206M

Call Options Held

396K

Put Options Held

84.5K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
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Personal Cfo Solutions, LLC Ishares Russell 1000 Gr ETF Transaction History