A detailed history of Abound Wealth Management transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Abound Wealth Management holds 388 shares of IWV stock, worth $131,613. This represents 0.04% of its overall portfolio holdings.

Number of Shares
388
Previous 388 -0.0%
Holding current value
$131,613
Previous $120 Million 5.85%
% of portfolio
0.04%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Aug 08, 2024

SELL
$234.36 - $274.87 $6,796 - $7,971
-29 Reduced 6.95%
388 $106 Million
Q2 2023

Aug 08, 2024

BUY
$231.57 - $254.48 $231 - $254
1 Added 0.24%
417 $106 Million
Q1 2023

Aug 07, 2024

BUY
$218.83 - $242.18 $91,033 - $100,746
416 New
416 $98 Million
Q4 2022

Aug 07, 2024

BUY
$206.89 - $235.47 $206 - $235
1 Added 0.22%
457 $101 Million
Q3 2022

Aug 07, 2024

BUY
$207.04 - $249.4 $8,281 - $9,976
40 Added 9.62%
456 $94.4 Million
Q2 2022

Aug 12, 2024

BUY
$210.65 - $265.31 $14,113 - $17,775
67 Added 17.27%
455 $99 Million
Q1 2022

Aug 12, 2024

BUY
$242.02 - $279.09 $242 - $279
1 Added 0.22%
455 $119 Million
Q4 2021

Aug 12, 2024

BUY
$254.66 - $279.11 $16,807 - $18,421
66 Added 17.01%
454 $126 Million

Others Institutions Holding IWV

About ISHARES RUSSELL 3000 ETF


  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
Track This Portfolio

Track Abound Wealth Management Portfolio

Follow Abound Wealth Management 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 Abound Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Abound Wealth Management with notifications on news.