Burt Wealth Advisors Ishares Russell 3000 ETF Transaction History

Burt Wealth Advisors

  • $395 Million
  • Q4 2024

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 $469,052. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,364
Previous 1,707 20.09%
Holding current value
$469,052
Previous $557,000 18.31%
% of portfolio
0.12%
Previous 0.14%

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
879
Shares Held
26.7M
Call Options Held
11.9K
Put Options Held
2.9K
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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