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 2,527 shares of IWF stock, worth $992,504. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,527
Previous 2,587 2.32%
Holding current value
$992,504
Previous $942,000 0.64%
% of portfolio
0.2%
Previous 0.21%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$332.02 - $382.76 $19,921 - $22,965
-60 Reduced 2.32%
2,527 $948,000
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
$207.03 - $232.89 $13,456 - $15,137
65 Added 4.07%
1,664 $0
Q3 2022

Oct 28, 2022

SELL
$210.4 - $257.47 $16,411 - $20,082
-78 Reduced 4.65%
1,599 $336,000
Q2 2022

Aug 04, 2022

SELL
$209.9 - $283.21 $4,198 - $5,664
-20 Reduced 1.18%
1,677 $367,000
Q4 2021

Feb 11, 2022

BUY
$270.99 - $309.52 $26,557 - $30,332
98 Added 6.13%
1,697 $0
Q3 2020

Nov 10, 2020

BUY
$194.64 - $233.83 $311,229 - $373,894
1,599 New
1,599 $347,000

Others Institutions Holding IWF

About ISHARES RUSSELL 1000 GR ETF


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

Track Walkner Condon Financial Advisors LLC Portfolio

Follow Walkner Condon Financial Advisors 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 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.