Atlantic Private Wealth, LLC Ishares Russell 3000 ETF Transaction History

Atlantic Private Wealth, LLC

  • $131 Million
  • Q3 2024

A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 138 shares of IWV stock, worth $46,245. This represents 0.03% of its overall portfolio holdings.

Number of Shares
138
Previous 139 0.72%
Holding current value
$46,245
Previous $42,000 7.14%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 07, 2024
SELL
$294.75 - $326.73 $294 - $326
-1 Reduced 0.72%
138 $45,000
Q2 2024

Aug 12, 2024
BUY
$283.16 - $309.9 $283 - $309
1 Added 0.72%
139 $42,000
Q4 2023

Feb 09, 2024
BUY
$234.36 - $274.87 $234 - $274
1 Added 0.73%
138 $37,000
Q2 2023

Aug 11, 2023
BUY
$231.57 - $254.48 $231 - $254
1 Added 0.74%
137 $34,000
Q1 2023

May 12, 2023
BUY
$218.83 - $242.18 $29,760 - $32,936
136 New
136 $32,000

Others Institutions Holding IWV

# of Institutions
850
Shares Held
26.8M
Call Options Held
19.5K
Put Options Held
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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