Lakeshore Financial Planning, Inc. Ishares Russell 3000 ETF Transaction History

Lakeshore Financial Planning, Inc.

$249 Billion
Q2 2025

A detailed history of Lakeshore Financial Planning, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 9,149 shares of IWV stock, worth $3.4 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

9,149

Previous 9,179 0.33%

Holding current value

$3.4 Million

Previous $2.92 Billion 10.14%

% of portfolio

1.29%

Previous 1.21%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	$281.67 - $351.0 $8,450 - $10,530	-30 Reduced 0.33%	9,149 $3.21 Billion
Q1 2025 May 15, 2025	SELL	$313.1 - $349.83 $12,210 - $13,643	-39 Reduced 0.42%	9,179 $2.92 Billion
Q4 2024 Feb 11, 2025	SELL	$323.08 - $349.08 $3,876 - $4,188	-12 Reduced 0.13%	9,218 $3.08 Billion
Q3 2024 Oct 31, 2024	SELL	$294.75 - $326.73 $14,737 - $16,336	-50 Reduced 0.54%	9,230 $3.02 Billion
Q1 2024 May 10, 2024	SELL	$268.36 - $300.08 $243,939 - $272,772	-909 Reduced 8.92%	9,280 $2.78 Billion
Q3 2023 Nov 14, 2023	BUY	$243.9 - $263.56 $2.49 Million - $2.69 Million	10,189 New	10,189 $2.5 Billion

Others Institutions Holding IWV

# of Institutions

928

Shares Held

28.1M

Call Options Held

20.7K

Put Options Held

7.2K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

More about IWV

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Lakeshore Financial Planning, Inc. Ishares Russell 3000 ETF Transaction History