Rfg Bristol Wealth Advisors, LLC Ishares Russell 3000 ETF Transaction History

Rfg Bristol Wealth Advisors, LLC

  • $298 Billion
  • Q1 2025

A detailed history of Rfg Bristol Wealth Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Rfg Bristol Wealth Advisors, LLC holds 3,641 shares of IWV stock, worth $1.13 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
3,641
Previous 2,657 37.03%
Holding current value
$1.13 Million
Previous $888 Million 30.22%
% of portfolio
0.39%
Previous 0.29%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$313.1 - $349.83 $308,090 - $344,232
984 Added 37.03%
3,641 $1.16 Billion
Q4 2024

Feb 12, 2025
BUY
$323.08 - $349.08 $858,423 - $927,505
2,657 New
2,657 $888 Million

Others Institutions Holding IWV

# of Institutions
921
Shares Held
26.7M
Call Options Held
17.4K
Put Options Held
6.4K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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