Burling Wealth Partners, LLC Ishares Russell 3000 ETF Transaction History

Burling Wealth Partners, LLC

  • $542 Billion
  • Q2 2025

A detailed history of Burling Wealth Partners, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Burling Wealth Partners, LLC holds 750 shares of IWV stock, worth $271,192. This represents 0.05% of its overall portfolio holdings.

Number of Shares
750
Previous 750 -0.0%
Holding current value
$271,192
Previous $238 Million 10.5%
% of portfolio
0.05%
Previous 0.05%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$323.08 - $349.08 $242,310 - $261,810
750 New
750 $251 Million

Others Institutions Holding IWV

# of Institutions
909
Shares Held
26.3M
Call Options Held
16.1K
Put Options Held
8.2K
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 Burling Wealth Partners, LLC Portfolio

Follow Burling Wealth Partners, 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 Burling Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Burling Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email