Willow Creek Wealth Management Inc. Ishares Russell 1000 Gr ETF Transaction History

Willow Creek Wealth Management Inc.

$782 Million
Q4 2023

A detailed history of Willow Creek Wealth Management Inc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 4,815 shares of IWF stock, worth $1.9 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

4,815

Previous 4,880 1.33%

Holding current value

$1.9 Million

Previous $1.3 Million 12.4%

% of portfolio

0.19%

Previous 0.2%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Apr 01, 2024	SELL	$256.94 - $304.21 $16,701 - $19,773	-65 Reduced 1.33%	4,815 $1.46 Million
Q2 2023 Aug 28, 2023	SELL	$239.31 - $275.18 $22,734 - $26,142	-95 Reduced 1.91%	4,880 $1.34 Million
Q2 2021 Nov 16, 2021	SELL	$244.58 - $272.16 $73,374 - $81,648	-300 Reduced 5.69%	4,975 $1.35 Million
Q1 2021 May 17, 2021	SELL	$230.04 - $254.69 $51,298 - $56,795	-223 Reduced 4.06%	5,275 $1.28 Million
Q4 2020 Feb 23, 2021	SELL	$209.58 - $241.25 $129,939 - $149,575	-620 Reduced 10.13%	5,498 $1.33 Million
Q3 2020 Nov 12, 2020	BUY	$194.64 - $233.83 $30,753 - $36,945	158 Added 2.65%	6,118 $1.33 Million
Q2 2020 Aug 11, 2020	SELL	$144.16 - $193.61 $57,375 - $77,056	-398 Reduced 6.26%	5,960 $1.14 Million
Q1 2020 May 07, 2020	SELL	$131.63 - $192.29 $4,212 - $6,153	-32 Reduced 0.5%	6,358 $958,000
Q4 2019 Feb 03, 2020	BUY	$155.29 - $176.84 $15,373 - $17,507	99 Added 1.57%	6,390 $1.12 Million
Q3 2019 Oct 15, 2019	SELL	$158.47 - $162.55 $4,754 - $4,876	-30 Reduced 0.47%	6,291 $1 Million
Q2 2019 Jul 22, 2019	SELL	N/A	-193 Reduced 2.96%	6,321 $995,000
Q1 2019 Apr 25, 2019	SELL	N/A	-49 Reduced 0.75%	6,514 $986,000
Q4 2018 Jan 31, 2019	BUY	N/A	138 Added 2.15%	6,563 $859,000
Q3 2018 Oct 16, 2018	SELL	N/A	-349 Reduced 5.15%	6,425 $1 Million
Q2 2018 Jul 17, 2018	SELL	N/A	-61 Reduced 0.89%	6,774 $974,000
Q1 2018 Apr 26, 2018	BUY	N/A	6,835 New	6,835 $930,000

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
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Willow Creek Wealth Management Inc. Ishares Russell 1000 Gr ETF Transaction History