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 2,258 shares of IWV stock, worth $756,678. This represents 1.82% of its overall portfolio holdings.

Number of Shares
2,258
Previous 2,250 0.36%
Holding current value
$756,678
Previous $695 Million 6.2%
% of portfolio
1.82%
Previous 1.47%

Shares

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

About ISHARES RUSSELL 3000 ETF


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

Track Lgt Financial Advisors LLC Portfolio

Follow Lgt Financial Advisors 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 Lgt Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lgt Financial Advisors LLC with notifications on news.