A detailed history of Boston Financial Mangement LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Boston Financial Mangement LLC holds 8,959 shares of IWV stock, worth $3.07 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,959
Previous 9,169 2.29%
Holding current value
$3.07 Million
Previous $2.83 Million 3.43%
% of portfolio
0.09%
Previous 0.09%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$294.75 - $326.73 $61,897 - $68,613
-210 Reduced 2.29%
8,959 $2.93 Million
Q2 2024

Jul 29, 2024

BUY
$283.16 - $309.9 $636,260 - $696,345
2,247 Added 32.46%
9,169 $2.83 Million
Q1 2024

May 10, 2024

SELL
$268.36 - $300.08 $4,025 - $4,501
-15 Reduced 0.22%
6,922 $2.08 Million
Q4 2023

Feb 12, 2024

SELL
$234.36 - $274.87 $64,449 - $75,589
-275 Reduced 3.81%
6,937 $1.9 Million
Q2 2023

Aug 07, 2023

SELL
$231.57 - $254.48 $516,864 - $567,999
-2,232 Reduced 23.63%
7,212 $1.84 Million
Q2 2022

Aug 08, 2022

BUY
$210.65 - $265.31 $184,318 - $232,146
875 Added 10.21%
9,444 $2.05 Million
Q1 2022

May 13, 2022

BUY
$242.02 - $279.09 $216,607 - $249,785
895 Added 11.66%
8,569 $2.25 Million
Q4 2021

Feb 11, 2022

SELL
$254.66 - $279.11 $30,559 - $33,493
-120 Reduced 1.54%
7,674 $2.13 Million
Q3 2021

Nov 12, 2021

SELL
$251.89 - $269.0 $75,567 - $80,700
-300 Reduced 3.71%
7,794 $1.99 Million
Q2 2021

Aug 03, 2021

BUY
$240.32 - $256.01 $61,281 - $65,282
255 Added 3.25%
8,094 $2.07 Million
Q1 2021

May 07, 2021

BUY
$220.59 - $239.53 $275,075 - $298,693
1,247 Added 18.92%
7,839 $1.86 Million
Q1 2020

May 05, 2020

SELL
$128.35 - $198.13 $3,850 - $5,943
-30 Reduced 0.45%
6,592 $978,000
Q2 2018

Aug 03, 2018

BUY
N/A
6,622 New
6,622 $1.08 Million

Others Institutions Holding IWV

About ISHARES RUSSELL 3000 ETF


  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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