Blue Chip Partners, Inc. Ishares Russell 3000 ETF Transaction History

Blue Chip Partners, Inc.

$1.13 Billion
Q1 2025

A detailed history of Blue Chip Partners, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Blue Chip Partners, Inc. holds 1,374 shares of IWV stock, worth $426,970. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,374

Holding current value

$426,970

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$313.1 - $349.83 $430,199 - $480,666	1,374 New	1,374 $436,000

Others Institutions Holding IWV

# of Institutions

902

Shares Held

26.6M

Call Options Held

16.1K

Put Options Held

8.2K

Scs Capital Management LLC Boston, MA

1.9M
Shares

$591 Million
7.73% of portfolio
Morgan Stanley New York, NY

1.16M
Shares

$361 Million
0.03% of portfolio
Northern Trust Corp Chicago, IL

1.13M
Shares

$352 Million
0.05% of portfolio
Black Rock Inc. New York, NY

1.03M
Shares

$321 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

918K
Shares

$285 Million
0.05% of portfolio

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About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

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Blue Chip Partners, Inc. Ishares Russell 3000 ETF Transaction History