Badgley Phelps Wealth Managers, LLC Ishares Russell 3000 ETF Transaction History

Badgley Phelps Wealth Managers, LLC

  • $4.44 Billion
  • Q2 2025

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 6,464 shares of IWV stock, worth $2.34 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,464
Previous 6,104 5.9%
Holding current value
$2.34 Million
Previous $1.94 Million 17.03%
% of portfolio
0.05%
Previous 0.05%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$281.67 - $351.0 $101,401 - $126,360
360 Added 5.9%
6,464 $2.27 Million
Q1 2025

Apr 30, 2025
BUY
$313.1 - $349.83 $172,831 - $193,106
552 Added 9.94%
6,104 $1.94 Million
Q4 2024

Feb 10, 2025
BUY
$323.08 - $349.08 $86,585 - $93,553
268 Added 5.07%
5,552 $1.86 Million
Q3 2024

Oct 17, 2024
BUY
$294.75 - $326.73 $11,495 - $12,742
39 Added 0.74%
5,284 $1.73 Million
Q2 2024

Aug 13, 2024
BUY
$283.16 - $309.9 $38,509 - $42,146
136 Added 2.66%
5,245 $1.62 Million
Q1 2024

May 15, 2024
BUY
$268.36 - $300.08 $125,592 - $140,437
468 Added 10.08%
5,109 $1.53 Million
Q4 2023

Feb 14, 2024
BUY
$234.36 - $274.87 $15,233 - $17,866
65 Added 1.42%
4,641 $1.27 Million
Q3 2023

Nov 02, 2023
BUY
$243.9 - $263.56 $1,707 - $1,844
7 Added 0.15%
4,576 $1.12 Million
Q2 2023

Aug 14, 2023
BUY
$231.57 - $254.48 $183,635 - $201,802
793 Added 21.0%
4,569 $1.16 Million
Q1 2023

Apr 28, 2023
SELL
$218.83 - $242.18 $53,832 - $59,576
-246 Reduced 6.12%
3,776 $888,000
Q4 2022

Jan 27, 2023
BUY
$206.89 - $235.47 $152,064 - $173,070
735 Added 22.36%
4,022 $0
Q3 2022

Nov 09, 2022
BUY
$207.04 - $249.4 $44,306 - $53,371
214 Added 6.96%
3,287 $681,000
Q2 2022

Aug 01, 2022
BUY
$210.65 - $265.31 $5,476 - $6,898
26 Added 0.85%
3,073 $668,000
Q1 2022

May 09, 2022
SELL
$242.02 - $279.09 $257,509 - $296,951
-1,064 Reduced 25.88%
3,047 $799,000
Q4 2021

Feb 08, 2022
BUY
$254.66 - $279.11 $196,597 - $215,472
772 Added 23.12%
4,111 $1.14 Million
Q3 2021

Nov 29, 2021
BUY
$251.89 - $269.0 $841,060 - $898,191
3,339 New
3,339 $851,000

Others Institutions Holding IWV

# of Institutions
908
Shares Held
26.4M
Call Options Held
16.1K
Put Options Held
8.2K
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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