Moss Adams Wealth Advisors LLC Ishares Russell 3000 ETF Transaction History

Moss Adams Wealth Advisors LLC

$725 Billion
Q2 2024

A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 40,825 shares of IWV stock, worth $13.3 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares

40,825

Previous 41,651 1.98%

Holding current value

$13.3 Million

Previous $12.5 Billion 0.82%

% of portfolio

1.74%

Previous 2.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$283.16 - $309.9 $233,890 - $255,977	-826 Reduced 1.98%	40,825 $12.6 Billion
Q1 2024 May 07, 2024	BUY	$268.36 - $300.08 $1.97 Million - $2.2 Million	7,328 Added 21.35%	41,651 $12.5 Billion
Q4 2023 Feb 06, 2024	SELL	$234.36 - $274.87 $531,294 - $623,130	-2,267 Reduced 6.2%	34,323 $9.4 Billion
Q3 2023 Dec 20, 2023	SELL	$243.9 - $263.56 $1.25 Million - $1.35 Million	-5,111 Reduced 12.26%	36,590 $8.98 Billion
Q2 2023 Dec 20, 2023	BUY	$231.57 - $254.48 $557,852 - $613,042	2,409 Added 6.13%	41,701 $10.6 Billion
Q1 2023 Dec 20, 2023	SELL	$218.83 - $242.18 $2.97 Million - $3.28 Million	-13,550 Reduced 25.64%	39,292 $9.25 Billion
Q4 2022 Dec 20, 2023	BUY	$206.89 - $235.47 $10.9 Million - $12.4 Million	52,842 New	52,842 $11.7 Billion

Others Institutions Holding IWV

# of Institutions

833

Shares Held

26.4M

Call Options Held

18.7K

Put Options Held

4.9K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

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Moss Adams Wealth Advisors LLC Ishares Russell 3000 ETF Transaction History