Aptus Capital Advisors, LLC Ishares Russell 3000 ETF Transaction History

Aptus Capital Advisors, LLC

  • $4.95 Billion
  • Q1 2024

A detailed history of Aptus Capital Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 5,250 shares of IWV stock, worth $1.65 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,250
Previous 503 943.74%
Holding current value
$1.65 Million
Previous $137,000 1049.64%
% of portfolio
0.03%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$268.36 - $300.08 $1.27 Million - $1.42 Million
4,747 Added 943.74%
5,250 $1.58 Million
Q4 2023

Feb 13, 2024
SELL
$234.36 - $274.87 $46,403 - $54,424
-198 Reduced 28.25%
503 $137,000
Q3 2023

Nov 08, 2023
SELL
$243.9 - $263.56 $90,243 - $97,517
-370 Reduced 34.55%
701 $171,000
Q2 2023

Aug 11, 2023
SELL
$231.57 - $254.48 $20,841 - $22,903
-90 Reduced 7.75%
1,071 $272,000
Q1 2023

May 09, 2023
BUY
$218.83 - $242.18 $254,061 - $281,170
1,161 New
1,161 $273,000

Others Institutions Holding IWV

# of Institutions
804
Shares Held
25.2M
Call Options Held
24.2K
Put Options Held
10.5K
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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