Aquire Wealth Advisors, LLC Ishares Russell 3000 ETF Transaction History

Aquire Wealth Advisors, LLC

$297 Million
Q2 2024

A detailed history of Aquire Wealth Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 15,008 shares of IWV stock, worth $4.86 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares

15,008

Previous 15,075 0.44%

Holding current value

$4.86 Million

Previous $4.52 Million 2.41%

% of portfolio

1.56%

Previous 1.58%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$283.16 - $309.9 $18,971 - $20,763	-67 Reduced 0.44%	15,008 $4.63 Million
Q1 2024 May 13, 2024	SELL	$268.36 - $300.08 $69,505 - $77,720	-259 Reduced 1.69%	15,075 $4.52 Million
Q4 2023 Jan 11, 2024	SELL	$234.36 - $274.87 $209,986 - $246,283	-896 Reduced 5.52%	15,334 $4.2 Million
Q3 2023 Oct 30, 2023	SELL	$243.9 - $263.56 $647,798 - $700,015	-2,656 Reduced 14.06%	16,230 $3.98 Million
Q2 2023 Aug 03, 2023	SELL	$231.57 - $254.48 $103,511 - $113,752	-447 Reduced 2.31%	18,886 $4.81 Million
Q1 2023 May 01, 2023	SELL	$218.83 - $242.18 $1,312 - $1,453	-6 Reduced 0.03%	19,333 $4.55 Million
Q4 2022 Jan 20, 2023	SELL	$206.89 - $235.47 $203,786 - $231,937	-985 Reduced 4.85%	19,339 $0
Q3 2022 Oct 18, 2022	SELL	$207.04 - $249.4 $151,967 - $183,059	-734 Reduced 3.49%	20,324 $4.21 Million
Q2 2022 Jul 27, 2022	BUY	$210.65 - $265.31 $631 - $795	3 Added 0.01%	21,058 $4.58 Million
Q1 2022 Apr 28, 2022	SELL	$242.02 - $279.09 $1,936 - $2,232	-8 Reduced 0.04%	21,055 $5.52 Million
Q4 2021 Feb 09, 2022	BUY	$254.66 - $279.11 $5.36 Million - $5.88 Million	21,063 New	21,063 $5.85 Million

Others Institutions Holding IWV

# of Institutions

833

Shares Held

26.4M

Call Options Held

18.7K

Put Options Held

4.9K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

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Aquire Wealth Advisors, LLC Ishares Russell 3000 ETF Transaction History