Walkner Condon Financial Advisors LLC Ishares Russell 1000 Gr ETF Transaction History

Walkner Condon Financial Advisors LLC

$459 Million
Q2 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 2,587 shares of IWF stock, worth $916,186. This represents 0.21% of its overall portfolio holdings.

Number of Shares

2,587

Previous 2,587 -0.0%

Holding current value

$916,186

Previous $942,000 -0.0%

% of portfolio

0.21%

Previous 0.21%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	BUY	$316.15 - $367.33 $42,680 - $49,589	135 Added 5.51%	2,587 $942,000
Q4 2023 Jan 23, 2024	BUY	$256.94 - $304.21 $6,680 - $7,909	26 Added 1.07%	2,452 $743,000
Q3 2023 Oct 19, 2023	SELL	$263.8 - $285.38 $3,693 - $3,995	-14 Reduced 0.57%	2,426 $645,000
Q1 2023 Apr 20, 2023	BUY	$209.92 - $244.33 $162,897 - $189,600	776 Added 46.63%	2,440 $596,000
Q4 2022 Jan 25, 2023	BUY	$210.27 - $232.89 $13,667 - $15,137	65 Added 4.07%	1,664 $0
Q3 2022 Oct 28, 2022	SELL	N/A	-78 Reduced 4.65%	1,599 $336,000
Q2 2022 Aug 04, 2022	SELL	N/A	-20 Reduced 1.18%	1,677 $367,000
Q4 2021 Feb 11, 2022	BUY	N/A	98 Added 6.13%	1,697 $0
Q3 2020 Nov 10, 2020	BUY	N/A	1,599 New	1,599 $347,000

Others Institutions Holding IWF

# of Institutions

2,143

Shares Held

202M

Call Options Held

396K

Put Options Held

84.5K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

More about IWF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Walkner Condon Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walkner Condon Financial Advisors LLC with notifications on news.

Account

Walkner Condon Financial Advisors LLC Ishares Russell 1000 Gr ETF Transaction History