A detailed history of Regimen Wealth, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Regimen Wealth, LLC holds 4,083 shares of IWF stock, worth $1.53 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
4,083
Previous 4,214 3.11%
Holding current value
$1.53 Million
Previous $1.42 Billion 4.8%
% of portfolio
0.51%
Previous 0.49%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$316.15 - $367.33 $41,415 - $48,120
-131 Reduced 3.11%
4,083 $1.49 Billion
Q1 2024

May 14, 2024

SELL
$294.43 - $339.01 $589,154 - $678,359
-2,001 Reduced 32.2%
4,214 $1.42 Billion
Q4 2023

Feb 13, 2024

BUY
$256.94 - $304.21 $718,661 - $850,875
2,797 Added 81.83%
6,215 $1.88 Billion
Q3 2023

Nov 13, 2023

SELL
$263.8 - $285.38 $22,950 - $24,828
-87 Reduced 2.48%
3,418 $893 Million
Q2 2023

Aug 08, 2023

SELL
$239.31 - $275.18 $855,054 - $983,218
-3,573 Reduced 50.48%
3,505 $964 Million
Q1 2023

May 05, 2023

BUY
$209.92 - $244.33 $355,814 - $414,139
1,695 Added 31.49%
7,078 $1.2 Billion
Q4 2022

Feb 06, 2023

BUY
$207.03 - $232.89 $1.11 Million - $1.25 Million
5,383 New
5,383 $1.15 Billion

Others Institutions Holding IWF

About ISHARES RUSSELL 1000 GR ETF


  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
Track This Portfolio

Track Regimen Wealth, LLC Portfolio

Follow Regimen Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regimen Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regimen Wealth, LLC with notifications on news.