Bt Wealth Management LLC Ishares Russell 3000 ETF Transaction History

Bt Wealth Management LLC

  • $356 Million
  • Q2 2022

A detailed history of Bt Wealth Management LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Bt Wealth Management LLC holds 1,090 shares of IWV stock, worth $367,548. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,090
Previous 1,090 -0.0%
Holding current value
$367,548
Previous $240,000 1.25%
% of portfolio
0.07%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 11, 2022
SELL
$254.66 - $279.11 $10,695 - $11,722
-42 Reduced 3.71%
1,090 $302,000
Q2 2021

Jul 28, 2021
SELL
$240.32 - $256.01 $111,268 - $118,532
-463 Reduced 29.03%
1,132 $290,000
Q1 2021

May 06, 2021
SELL
$220.59 - $239.53 $25,809 - $28,025
-117 Reduced 6.83%
1,595 $378,000
Q4 2020

Feb 04, 2021
BUY
$191.94 - $223.55 $191 - $223
1 Added 0.06%
1,712 $383,000
Q3 2020

Oct 23, 2020
SELL
$180.98 - $208.68 $289,748 - $334,096
-1,601 Reduced 48.34%
1,711 $335,000
Q2 2020

Jul 21, 2020
SELL
$141.33 - $188.81 $2,402 - $3,209
-17 Reduced 0.51%
3,312 $596,000
Q1 2020

Apr 29, 2020
BUY
$128.35 - $198.13 $1,283 - $1,981
10 Added 0.3%
3,329 $494,000
Q4 2019

Jan 13, 2020
BUY
$168.6 - $189.08 $35,406 - $39,706
210 Added 6.75%
3,319 $626,000
Q3 2019

Oct 11, 2019
BUY
$172.91 - $176.69 $1,383 - $1,413
8 Added 0.26%
3,109 $540,000
Q2 2019

Aug 12, 2019
BUY
N/A
422 Added 15.75%
3,101 $525,000
Q1 2019

Apr 15, 2019
SELL
N/A
-8,259 Reduced 75.51%
2,679 $447,000
Q4 2018

Feb 15, 2019
BUY
N/A
10,938 New
10,938 $1.78 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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