Lgt Financial Advisors LLC Ishares Russell 3000 ETF Transaction History

Lgt Financial Advisors LLC

$45.2 Billion
Q4 2024

A detailed history of Lgt Financial Advisors LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 2,265 shares of IWV stock, worth $773,746. This represents 1.67% of its overall portfolio holdings.

Number of Shares

2,265

Previous 2,258 0.31%

Holding current value

$773,746

Previous $738 Million 2.61%

% of portfolio

1.67%

Previous 1.82%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$323.08 - $349.08 $2,261 - $2,443	7 Added 0.31%	2,265 $757 Million
Q3 2024 Oct 31, 2024	BUY	$294.75 - $326.73 $2,358 - $2,613	8 Added 0.36%	2,258 $738 Million
Q2 2024 Aug 05, 2024	SELL	$283.16 - $309.9 $305,812 - $334,692	-1,080 Reduced 32.43%	2,250 $695 Million
Q1 2024 May 02, 2024	BUY	$268.36 - $300.08 $1,878 - $2,100	7 Added 0.21%	3,330 $1 Billion
Q4 2023 Feb 12, 2024	SELL	$234.36 - $274.87 $43,825 - $51,400	-187 Reduced 5.33%	3,323 $910 Million
Q2 2023 Aug 14, 2023	BUY	$231.57 - $254.48 $812,810 - $893,224	3,510 New	3,510 $893 Million
Q4 2022 Feb 14, 2023	BUY	$206.89 - $235.47 $785,147 - $893,608	3,795 New	3,795 $838 Million

Others Institutions Holding IWV

# of Institutions

923

Shares Held

31.7M

Call Options Held

17.4K

Put Options Held

6.4K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

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Lgt Financial Advisors LLC Ishares Russell 3000 ETF Transaction History