Bordeaux Wealth Advisors LLC Ishares Russell 3000 ETF Transaction History

Bordeaux Wealth Advisors LLC

  • $551 Million
  • Q3 2024

A detailed history of Bordeaux Wealth Advisors LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 737 shares of IWV stock, worth $252,260. This represents 0.04% of its overall portfolio holdings.

Number of Shares
737
Previous 737 -0.0%
Holding current value
$252,260
Previous $227,000 5.73%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Apr 29, 2024
BUY
$268.36 - $300.08 $197,781 - $221,158
737 New
737 $221,000
Q1 2022

May 03, 2022
SELL
$242.02 - $279.09 $381,181 - $439,566
-1,575 Closed
0 $0
Q4 2021

Jan 27, 2022
BUY
$254.66 - $279.11 $401,089 - $439,598
1,575 New
1,575 $437,000

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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