Provenance Wealth Advisors, LLC Ishares Russell 3000 ETF Transaction History

Provenance Wealth Advisors, LLC

  • $774 Billion
  • Q3 2025

A detailed history of Provenance Wealth Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 84,974 shares of IWV stock, worth $32.3 Million. This represents 4.16% of its overall portfolio holdings.

Number of Shares
84,974
Previous 87,605 3.0%
Holding current value
$32.3 Million
Previous $27.8 Billion 15.72%
% of portfolio
4.16%
Previous 4.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$351.04 - $379.81 $923,586 - $999,280
-2,631 Reduced 3.0%
84,974 $32.2 Billion
Q1 2025

Aug 15, 2025
SELL
$313.1 - $349.83 $66,377 - $74,163
-212 Reduced 0.24%
87,605 $27.8 Billion
Q4 2024

Aug 15, 2025
SELL
$323.08 - $349.08 $339,557 - $366,883
-1,051 Reduced 1.18%
87,817 $29.4 Billion
Q3 2024

Aug 15, 2025
SELL
$294.75 - $326.73 $791,109 - $876,943
-2,684 Reduced 2.93%
88,868 $29 Billion
Q2 2024

Aug 15, 2025
SELL
$283.16 - $309.9 $418,793 - $458,342
-1,479 Reduced 1.59%
91,552 $28.3 Billion
Q1 2024

Aug 15, 2025
SELL
$268.36 - $300.08 $449,234 - $502,333
-1,674 Reduced 1.77%
93,031 $27.9 Billion
Q4 2023

Aug 15, 2025
SELL
$234.36 - $274.87 $336,072 - $394,163
-1,434 Reduced 1.49%
94,705 $25.9 Billion
Q3 2023

Aug 15, 2025
BUY
$243.9 - $263.56 $23.4 Million - $25.3 Million
96,139 New
96,139 $23.6 Billion

Others Institutions Holding IWV

# of Institutions
947
Shares Held
26.8M
Call Options Held
22K
Put Options Held
5.3K
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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