A detailed history of Private Wealth Management Group, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 645 shares of IWV stock, worth $220,770. This represents 0.08% of its overall portfolio holdings.

Number of Shares
645
Previous 645 -0.0%
Holding current value
$220,770
Previous $199 Million 5.85%
% of portfolio
0.08%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

SELL
$268.36 - $300.08 $27,641 - $30,908
-103 Reduced 13.77%
645 $194 Million
Q4 2023

Feb 08, 2024

BUY
$234.36 - $274.87 $175,301 - $205,602
748 New
748 $205 Million

Others Institutions Holding IWV

About ISHARES RUSSELL 3000 ETF


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

Track Private Wealth Management Group, LLC Portfolio

Follow Private Wealth Management Group, 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 Private Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Management Group, LLC with notifications on news.