1900 Wealth Management LLC Ishares Russell 3000 ETF Transaction History

1900 Wealth Management LLC

  • $1.11 Billion
  • Q4 2024

A detailed history of 1900 Wealth Management LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, 1900 Wealth Management LLC holds 1,684 shares of IWV stock, worth $569,208. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,684
Previous 1,679 0.3%
Holding current value
$569,208
Previous $548,000 2.55%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$323.08 - $349.08 $1,615 - $1,745
5 Added 0.3%
1,684 $562,000
Q3 2024

Nov 14, 2024
SELL
$294.75 - $326.73 $114,657 - $127,097
-389 Reduced 18.81%
1,679 $548,000
Q3 2024

Nov 04, 2024
SELL
$294.75 - $326.73 $1,473 - $1,633
-5 Reduced 0.24%
2,068 $675,000
Q2 2024

Jul 26, 2024
BUY
$283.16 - $309.9 $1,415 - $1,549
5 Added 0.24%
2,073 $639,000
Q1 2024

Apr 24, 2024
SELL
$268.36 - $300.08 $32,203 - $36,009
-120 Reduced 5.48%
2,068 $620,000
Q4 2023

Feb 01, 2024
BUY
$234.36 - $274.87 $512,779 - $601,415
2,188 New
2,188 $598,000

Others Institutions Holding IWV

# of Institutions
926
Shares Held
27.1M
Call Options Held
17.4K
Put Options Held
6.4K
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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