Accurate Wealth Management, LLC Ishares Russell 3000 ETF Transaction History

Accurate Wealth Management, LLC

  • $486 Million
  • Q4 2024

A detailed history of Accurate Wealth Management, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 1,206 shares of IWV stock, worth $399,632. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,206
Previous 1,206 -0.0%
Holding current value
$399,632
Previous $394,000 2.28%
% of portfolio
0.08%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024
SELL
$294.75 - $326.73 $45,096 - $49,989
-153 Reduced 11.26%
1,206 $394,000
Q1 2024

Apr 22, 2024
SELL
$268.36 - $300.08 $19,858 - $22,205
-74 Reduced 5.16%
1,359 $407,000
Q3 2023

Oct 23, 2023
SELL
$243.9 - $263.56 $33,170 - $35,844
-136 Reduced 8.67%
1,433 $351,000
Q2 2023

Jul 24, 2023
SELL
$231.57 - $254.48 $73,870 - $81,179
-319 Reduced 16.9%
1,569 $399,000
Q1 2023

Apr 13, 2023
SELL
$218.83 - $242.18 $16,412 - $18,163
-75 Reduced 3.82%
1,888 $444,000
Q4 2022

Jan 11, 2023
SELL
$206.89 - $235.47 $188,890 - $214,984
-913 Reduced 31.75%
1,963 $0
Q3 2022

Nov 14, 2022
BUY
$207.04 - $249.4 $266,667 - $321,227
1,288 Added 81.11%
2,876 $611,000
Q2 2022

Aug 04, 2022
BUY
$210.65 - $265.31 $41,498 - $52,266
197 Added 14.16%
1,588 $357,000
Q1 2022

May 10, 2022
BUY
$242.02 - $279.09 $336,649 - $388,214
1,391 New
1,391 $365,000

Others Institutions Holding IWV

# of Institutions
926
Shares Held
27.1M
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
Track This Portfolio

Track Accurate Wealth Management, LLC Portfolio

Follow Accurate Wealth Management, 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 Accurate Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accurate Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email