Chokshi & Queen Wealth Advisors, Inc Ishares Russell 3000 ETF Transaction History

Chokshi & Queen Wealth Advisors, Inc

  • $175 Billion
  • Q2 2025

A detailed history of Chokshi & Queen Wealth Advisors, Inc transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Chokshi & Queen Wealth Advisors, Inc holds 8,918 shares of IWV stock, worth $3.41 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares
8,918
Previous 8,757 1.84%
Holding current value
$3.41 Million
Previous $2.78 Billion 12.53%
% of portfolio
1.79%
Previous 1.7%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$281.67 - $351.0 $45,348 - $56,511
161 Added 1.84%
8,918 $3.13 Billion
Q1 2025

May 20, 2025
SELL
$313.1 - $349.83 $21,917 - $24,488
-70 Reduced 0.79%
8,757 $2.78 Billion
Q4 2024

Feb 25, 2025
BUY
$323.08 - $349.08 $2.85 Million - $3.08 Million
8,827 New
8,827 $2.95 Billion

Others Institutions Holding IWV

# of Institutions
930
Shares Held
28.1M
Call Options Held
20.7K
Put Options Held
7.2K
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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