1620 Investment Advisors, Inc. Ishares Russell 3000 ETF Transaction History

1620 Investment Advisors, Inc.

  • $133 Million
  • Q2 2025

A detailed history of 1620 Investment Advisors, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, 1620 Investment Advisors, Inc. holds 148 shares of IWV stock, worth $53,515. This represents 0.04% of its overall portfolio holdings.

Number of Shares
148
Previous 198 25.25%
Holding current value
$53,515
Previous $62,000 17.74%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$281.67 - $351.0 $14,083 - $17,550
-50 Reduced 25.25%
148 $51,000
Q1 2025

May 14, 2025
SELL
$313.1 - $349.83 $29,744 - $33,233
-95 Reduced 32.42%
198 $62,000
Q2 2024

Jul 23, 2024
BUY
$283.16 - $309.9 $82,965 - $90,800
293 New
293 $90,000
Q2 2023

Aug 14, 2023
BUY
$231.57 - $254.48 $82,438 - $90,594
356 New
356 $90,000

Others Institutions Holding IWV

# of Institutions
909
Shares Held
26.3M
Call Options Held
16.1K
Put Options Held
8.2K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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