Philip James Wealth Mangement, LLC Ishares Russell 3000 ETF Transaction History

Philip James Wealth Mangement, LLC

  • $814 Billion
  • Q3 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 655 shares of IWV stock, worth $221,586. This represents 0.03% of its overall portfolio holdings.

Number of Shares
655
Previous 653 0.31%
Holding current value
$221,586
Previous $202 Million 6.2%
% of portfolio
0.03%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$294.75 - $326.73 $589 - $653
2 Added 0.31%
655 $214 Million
Q2 2024

Jul 23, 2024
BUY
$283.16 - $309.9 $184,903 - $202,364
653 New
653 $202 Million

Others Institutions Holding IWV

# of Institutions
835
Shares Held
27.4M
Call Options Held
21.2K
Put Options Held
5K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
Track This Portfolio

Track Philip James Wealth Mangement, LLC Portfolio

Follow Philip James Wealth Mangement, 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 Philip James Wealth Mangement, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Philip James Wealth Mangement, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email