Beacon Financial Group Ishares Russell 3000 ETF Transaction History

Beacon Financial Group

  • $886 Million
  • Q4 2024

A detailed history of Beacon Financial Group transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Beacon Financial Group holds 5,465 shares of IWV stock, worth $1.88 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
5,465
Previous 5,478 0.24%
Holding current value
$1.88 Million
Previous $1.79 Million 2.07%
% of portfolio
0.21%
Previous 0.2%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$323.08 - $349.08 $4,200 - $4,538
-13 Reduced 0.24%
5,465 $1.83 Million
Q3 2024

Nov 12, 2024
SELL
$294.75 - $326.73 $4,421 - $4,900
-15 Reduced 0.27%
5,478 $1.79 Million
Q2 2024

Aug 06, 2024
SELL
$283.16 - $309.9 $9,627 - $10,536
-34 Reduced 0.62%
5,493 $1.7 Million
Q1 2024

May 07, 2024
SELL
$268.36 - $300.08 $68,700 - $76,820
-256 Reduced 4.43%
5,527 $1.66 Million
Q4 2023

Feb 23, 2024
SELL
$234.36 - $274.87 $23,436 - $27,487
-100 Reduced 1.7%
5,783 $1.58 Million
Q3 2023

Oct 16, 2023
BUY
$243.9 - $263.56 $24,390 - $26,356
100 Added 1.73%
5,883 $1.52 Million
Q2 2022

Jul 19, 2022
SELL
$210.65 - $265.31 $84,260 - $106,124
-400 Reduced 6.47%
5,783 $1.29 Million
Q3 2021

Oct 13, 2021
SELL
$251.89 - $269.0 $238,791 - $255,012
-948 Reduced 13.29%
6,183 $1.59 Million
Q4 2019

Jan 17, 2020
SELL
$168.6 - $189.08 $48,725 - $54,644
-289 Reduced 3.89%
7,131 $1.34 Million
Q3 2018

Oct 10, 2018
SELL
N/A
-260 Reduced 3.39%
7,420 $1.28 Million
Q2 2018

Jul 11, 2018
SELL
N/A
-50 Reduced 0.65%
7,680 $1.25 Million
Q1 2018

Apr 06, 2018
SELL
N/A
-803 Reduced 9.41%
7,730 $1.21 Million
Q4 2017

Jan 03, 2018
SELL
N/A
-85 Reduced 0.99%
8,533 $1.35 Million
Q3 2017

Oct 03, 2017
BUY
N/A
8,618
8,618 $1.29 Million

Others Institutions Holding IWV

# of Institutions
866
Shares Held
26.4M
Call Options Held
11.9K
Put Options Held
2.9K
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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