Strategic Financial Concepts, LLC Ishares Russell 3000 ETF Transaction History

Strategic Financial Concepts, LLC

  • $711 Billion
  • Q2 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 716 shares of IWV stock, worth $258,898. This represents 0.04% of its overall portfolio holdings.

Number of Shares
716
Previous 736 2.72%
Holding current value
$258,898
Previous $234 Million 7.42%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Aug 05, 2025
SELL
$281.67 - $351.0 $5,633 - $7,020
-20 Reduced 2.72%
716 $251 Million
Q4 2024

Jan 30, 2025
SELL
$323.08 - $349.08 $76.9 Million - $83.1 Million
-238,141 Reduced 99.69%
736 $246 Million
Q4 2024

Jan 27, 2025
BUY
$323.08 - $349.08 $76.9 Million - $83.1 Million
238,163 Added 33356.16%
238,877 $246 Million
Q3 2024

Nov 12, 2024
SELL
$294.75 - $326.73 $65 Million - $72 Million
-220,512 Reduced 99.68%
714 $233 Million
Q2 2024

Aug 06, 2024
BUY
$283.16 - $309.9 $62.6 Million - $68.6 Million
221,226 New
221,226 $7.2 Million

Others Institutions Holding IWV

# of Institutions
924
Shares Held
27.7M
Call Options Held
20.7K
Put Options Held
7.2K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
Track This Portfolio

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, 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 Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email