Cahill Financial Advisors Inc Ishares Russell 3000 ETF Transaction History

Cahill Financial Advisors Inc

$715 Million
Q4 2024

A detailed history of Cahill Financial Advisors Inc transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 8,979 shares of IWV stock, worth $2.84 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

8,979

Previous 8,360 7.4%

Holding current value

$2.84 Million

Previous $2.73 Million 9.89%

% of portfolio

0.42%

Previous 0.39%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$323.08 - $349.08 $199,986 - $216,080	619 Added 7.4%	8,979 $3 Million
Q3 2024 Nov 12, 2024	BUY	$294.75 - $326.73 $7,368 - $8,168	25 Added 0.3%	8,360 $2.73 Million
Q2 2024 Aug 06, 2024	BUY	$283.16 - $309.9 $5,663 - $6,198	20 Added 0.24%	8,335 $2.57 Million
Q1 2024 May 13, 2024	SELL	$268.36 - $300.08 $4,293 - $4,801	-16 Reduced 0.19%	8,315 $2.5 Million
Q4 2023 Feb 13, 2024	BUY	$234.36 - $274.87 $1,171 - $1,374	5 Added 0.06%	8,331 $2.28 Million
Q2 2023 Aug 14, 2023	BUY	$231.57 - $254.48 $4,862 - $5,344	21 Added 0.25%	8,326 $2.12 Million
Q1 2023 May 11, 2023	BUY	$218.83 - $242.18 $6,564 - $7,265	30 Added 0.36%	8,305 $1.96 Million
Q4 2022 Feb 14, 2023	SELL	$206.89 - $235.47 $20,068 - $22,840	-97 Reduced 1.16%	8,275 $1.83 Million
Q3 2022 Nov 14, 2022	SELL	$207.04 - $249.4 $34,989 - $42,148	-169 Reduced 1.98%	8,372 $1.73 Million
Q2 2022 Aug 08, 2022	BUY	$210.65 - $265.31 $2,949 - $3,714	14 Added 0.16%	8,541 $0
Q1 2022 May 12, 2022	SELL	$242.02 - $279.09 $402,479 - $464,126	-1,663 Reduced 16.32%	8,527 $2.24 Million
Q4 2021 Feb 11, 2022	SELL	$254.66 - $279.11 $40,236 - $44,099	-158 Reduced 1.53%	10,190 $2.83 Million
Q3 2021 Nov 16, 2021	SELL	$251.89 - $269.0 $1,511 - $1,614	-6 Reduced 0.06%	10,348 $2.64 Million
Q2 2021 Aug 16, 2021	SELL	$240.32 - $256.01 $42,776 - $45,569	-178 Reduced 1.69%	10,354 $2.65 Million
Q1 2021 May 17, 2021	SELL	$220.59 - $239.53 $24,706 - $26,827	-112 Reduced 1.05%	10,532 $2.5 Million
Q4 2020 Feb 17, 2021	SELL	$191.94 - $223.55 $89,252 - $103,950	-465 Reduced 4.19%	10,644 $2.38 Million
Q3 2020 Nov 17, 2020	SELL	$180.98 - $208.68 $40,358 - $46,535	-223 Reduced 1.97%	11,109 $2.17 Million
Q2 2020 Aug 12, 2020	SELL	$141.33 - $188.81 $107,269 - $143,306	-759 Reduced 6.28%	11,332 $2.04 Million
Q1 2020 May 18, 2020	SELL	$128.35 - $198.13 $2.24 Million - $3.46 Million	-17,487 Reduced 59.12%	12,091 $1.79 Million
Q1 2020 May 15, 2020	BUY	$128.35 - $198.13 $2.21 Million - $3.41 Million	17,208 Added 139.11%	29,578 $927,000
Q4 2019 Feb 14, 2020	SELL	$168.6 - $189.08 $200,802 - $225,194	-1,191 Reduced 8.78%	12,370 $0
Q3 2019 Nov 14, 2019	SELL	$172.91 - $176.69 $119,999 - $122,622	-694 Reduced 4.87%	13,561 $0
Q2 2019 Aug 14, 2019	SELL	N/A	-58 Reduced 0.41%	14,255 $2.46 Million
Q1 2019 May 16, 2019	SELL	N/A	-119 Reduced 0.82%	14,313 $2.39 Million
Q4 2018 Feb 15, 2019	BUY	N/A	183 Added 1.28%	14,432 $2.12 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-658 Reduced 4.41%	14,249 $2.46 Million
Q2 2018 Aug 15, 2018	SELL	N/A	-80 Reduced 0.53%	14,907 $2.42 Million
Q1 2018 May 15, 2018	SELL	N/A	-261 Reduced 1.71%	14,987 $2.34 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-246 Reduced 1.59%	15,248 $2.41 Million
Q3 2017 Nov 14, 2017	BUY	N/A	506 Added 3.38%	15,494 $2.31 Million
Q2 2017 Aug 14, 2017	BUY	N/A	14,988	14,988 $2.16 Million

Others Institutions Holding IWV

# of Institutions

933

Shares Held

27.1M

Call Options Held

17.4K

Put Options Held

6.4K

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About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

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Cahill Financial Advisors Inc Ishares Russell 3000 ETF Transaction History