Abound Wealth Management Ishares Russell 3000 ETF Transaction History

Abound Wealth Management

$300 Billion
Q1 2025

A detailed history of Abound Wealth Management transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Abound Wealth Management holds 343 shares of IWV stock, worth $106,587. This represents 0.04% of its overall portfolio holdings.

Number of Shares

343

Previous 388 11.6%

Holding current value

$106,587

Previous $130 Million 15.99%

% of portfolio

0.04%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$313.1 - $349.83 $14,089 - $15,742	-45 Reduced 11.6%	343 $109 Million
Q4 2023 Aug 08, 2024	SELL	$234.36 - $274.87 $6,796 - $7,971	-29 Reduced 6.95%	388 $106 Million
Q2 2023 Aug 08, 2024	BUY	$231.57 - $254.48 $231 - $254	1 Added 0.24%	417 $106 Million
Q1 2023 Aug 07, 2024	BUY	$218.83 - $242.18 $91,033 - $100,746	416 New	416 $98 Million
Q4 2022 Aug 07, 2024	BUY	$206.89 - $235.47 $206 - $235	1 Added 0.22%	457 $101 Million
Q3 2022 Aug 07, 2024	BUY	$207.04 - $249.4 $8,281 - $9,976	40 Added 9.62%	456 $94.4 Million
Q2 2022 Aug 12, 2024	BUY	$210.65 - $265.31 $14,113 - $17,775	67 Added 17.27%	455 $99 Million
Q1 2022 Aug 12, 2024	BUY	$242.02 - $279.09 $242 - $279	1 Added 0.22%	455 $119 Million
Q4 2021 Aug 12, 2024	BUY	$254.66 - $279.11 $16,807 - $18,421	66 Added 17.01%	454 $126 Million

Others Institutions Holding IWV

# of Institutions

922

Shares Held

26.7M

Call Options Held

17.4K

Put Options Held

6.4K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

More about IWV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Abound Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Abound Wealth Management with notifications on news.

Account

Abound Wealth Management Ishares Russell 3000 ETF Transaction History