Big Sur Wealth Management LLC Ishares Russell 3000 ETF Transaction History

Big Sur Wealth Management LLC

  • $354 Million
  • Q3 2024

A detailed history of Big Sur Wealth Management LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 35,000 shares of IWV stock, worth $11.8 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares
35,000
Previous 35,000 -0.0%
Holding current value
$11.8 Million
Previous $10.8 Million 5.85%
% of portfolio
3.23%
Previous 3.39%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 21, 2024
SELL
$268.36 - $300.08 $402,540 - $450,120
-1,500 Reduced 4.11%
35,000 $10.5 Million
Q4 2023

Feb 12, 2024
SELL
$234.36 - $274.87 $703,080 - $824,610
-3,000 Reduced 7.59%
36,500 $9.99 Million
Q1 2021

May 06, 2021
BUY
$220.59 - $239.53 $220,590 - $239,530
1,000 Added 2.6%
39,500 $9.37 Million
Q2 2020

Jul 31, 2020
SELL
$141.33 - $188.81 $423,990 - $566,430
-3,000 Reduced 7.23%
38,500 $6.93 Million
Q1 2020

May 05, 2020
BUY
$128.35 - $198.13 $1.86 Million - $2.87 Million
14,500 Added 53.7%
41,500 $6.16 Million
Q1 2019

Apr 05, 2019
BUY
N/A
27,000 New
27,000 $4.5 Million

Others Institutions Holding IWV

# of Institutions
851
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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