Beacon Capital Management, LLC Ishares Russell 3000 ETF Transaction History

Beacon Capital Management, LLC

  • $580 Million
  • Q3 2024

A detailed history of Beacon Capital Management, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Beacon Capital Management, LLC holds 89 shares of IWV stock, worth $30,432. This represents 0.0% of its overall portfolio holdings.

Number of Shares
89
Previous 110 19.09%
Holding current value
$30,432
Previous $33,000 12.12%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 07, 2024
SELL
$294.75 - $326.73 $6,189 - $6,861
-21 Reduced 19.09%
89 $29,000
Q2 2024

Jul 24, 2024
BUY
$283.16 - $309.9 $6,229 - $6,817
22 Added 25.0%
110 $33,000
Q4 2022

Jan 27, 2023
SELL
$206.89 - $235.47 $4,758 - $5,415
-23 Reduced 20.72%
88 $0
Q3 2022

Oct 05, 2022
BUY
$207.04 - $249.4 $4,761 - $5,736
23 Added 26.14%
111 $24,000
Q1 2022

May 16, 2022
BUY
$242.02 - $279.09 $21,297 - $24,559
88 New
88 $23,000

Others Institutions Holding IWV

# of Institutions
858
Shares Held
26.1M
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
Track This Portfolio

Track Beacon Capital Management, LLC Portfolio

Follow Beacon Capital Management, 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 Beacon Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email