Balasa Dinverno & Foltz LLC Ishares Russell 3000 ETF Transaction History

Balasa Dinverno & Foltz LLC

  • $1.58 Billion
  • Q3 2022

A detailed history of Balasa Dinverno & Foltz LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Balasa Dinverno & Foltz LLC holds 1,550 shares of IWV stock, worth $485,305. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,550
Previous 1,550 -0.0%
Holding current value
$485,305
Previous $337,000 4.75%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 25, 2022
BUY
$242.02 - $279.09 $33,398 - $38,514
138 Added 9.77%
1,550 $407,000
Q3 2021

Oct 26, 2021
BUY
$251.89 - $269.0 $28,715 - $30,666
114 Added 8.78%
1,412 $360,000
Q4 2020

Jan 26, 2021
BUY
$191.94 - $223.55 $22,648 - $26,378
118 Added 10.0%
1,298 $290,000
Q2 2020

Aug 07, 2020
SELL
$141.33 - $188.81 $285,062 - $380,829
-2,017 Reduced 63.09%
1,180 $213,000
Q4 2018

Feb 04, 2019
SELL
N/A
-176 Reduced 5.22%
3,197 $470,000
Q2 2018

Aug 01, 2018
BUY
N/A
34 Added 1.02%
3,373 $547,000
Q1 2018

Apr 23, 2018
BUY
N/A
92 Added 2.83%
3,339 $522,000
Q4 2017

Feb 05, 2018
BUY
N/A
1 Added 0.03%
3,247 $514,000
Q3 2017

Oct 18, 2017
BUY
N/A
3,246
3,246 $485,000

Others Institutions Holding IWV

# of Institutions
928
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 Balasa Dinverno & Foltz LLC Portfolio

Follow Balasa Dinverno & Foltz 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 Balasa Dinverno & Foltz LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balasa Dinverno & Foltz LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email