Burt Wealth Advisors Ishares Russell 3000 ETF Transaction History

Burt Wealth Advisors

  • $431 Million
  • Q2 2025

A detailed history of Burt Wealth Advisors transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Burt Wealth Advisors holds 1,364 shares of IWV stock, worth $489,730. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,364
Previous 1,364 -0.0%
Holding current value
$489,730
Previous $433,000 10.39%
% of portfolio
0.11%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$323.08 - $349.08 $110,816 - $119,734
-343 Reduced 20.09%
1,364 $455,000
Q1 2022

Apr 19, 2022
BUY
$242.02 - $279.09 $141,097 - $162,709
583 Added 51.87%
1,707 $448,000
Q4 2021

Jan 13, 2022
SELL
$254.66 - $279.11 $7,639 - $8,373
-30 Reduced 2.6%
1,124 $312,000
Q4 2020

Feb 11, 2021
SELL
$191.94 - $223.55 $8,829 - $10,283
-46 Reduced 3.83%
1,154 $258,000
Q2 2017

Aug 07, 2017
BUY
N/A
1,200
1,200 $172,000

Others Institutions Holding IWV

# of Institutions
911
Shares Held
26.4M
Call Options Held
16.1K
Put Options Held
8.2K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
Track This Portfolio

Track Burt Wealth Advisors Portfolio

Follow Burt Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Burt Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Burt Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email