Phillips Financial Management, LLC Ishares Russell 1000 Gr ETF Transaction History

Phillips Financial Management, LLC

$1.25 Billion
Q3 2024

A detailed history of Phillips Financial Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 874 shares of IWF stock, worth $345,492. This represents 0.03% of its overall portfolio holdings.

Number of Shares

874

Previous 874 -0.0%

Holding current value

$345,492

Previous $318,000 3.14%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$294.43 - $339.01 $20,021 - $23,052	-68 Reduced 7.22%	874 $294,000
Q4 2023 Jan 25, 2024	SELL	$256.94 - $304.21 $1,027 - $1,216	-4 Reduced 0.42%	942 $285,000
Q3 2023 Nov 09, 2023	BUY	$263.8 - $285.38 $1,055 - $1,141	4 Added 0.42%	946 $251,000
Q2 2023 Aug 11, 2023	SELL	$239.31 - $275.18 $24,888 - $28,618	-104 Reduced 9.94%	942 $259,000
Q4 2022 Jan 24, 2023	BUY	$207.03 - $232.89 $19,253 - $21,658	93 Added 9.76%	1,046 $0
Q3 2022 Nov 08, 2022	BUY	$210.4 - $257.47 $200,511 - $245,368	953 New	953 $200,000
Q2 2022 Jul 22, 2022	SELL	$209.9 - $283.21 $221,864 - $299,352	-1,057 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$246.62 - $307.78 $260,677 - $325,323	1,057 New	1,057 $293,000

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

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Phillips Financial Management, LLC Ishares Russell 1000 Gr ETF Transaction History