Big Sur Wealth Management LLC Ishares Russell 3000 ETF Transaction History

Big Sur Wealth Management LLC

$378 Million
Q2 2025

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 31,700 shares of IWV stock, worth $11.2 Million. This represents 2.95% of its overall portfolio holdings.

Number of Shares

31,700

Previous 35,000 9.43%

Holding current value

$11.2 Million

Previous $11.1 Million 0.61%

% of portfolio

2.95%

Previous 3.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$281.67 - $351.0 $929,511 - $1.16 Million	-3,300 Reduced 9.43%	31,700 $11.1 Million
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

907

Shares Held

26.5M

Call Options Held

16.1K

Put Options Held

8.2K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

More about IWV

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Big Sur Wealth Management LLC Ishares Russell 3000 ETF Transaction History