Caldwell Trust CO Ishares Russell 3000 ETF Transaction History

Caldwell Trust CO

  • $1.07 Trillion
  • Q3 2025

A detailed history of Caldwell Trust CO transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Caldwell Trust CO holds 98 shares of IWV stock, worth $37,290. This represents 0.0% of its overall portfolio holdings.

Number of Shares
98
Previous 98 -0.0%
Holding current value
$37,290
Previous $34.4 Million 7.96%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 22, 2025
BUY
$281.67 - $351.0 $27,603 - $34,398
98 New
98 $34.4 Million
Q3 2023

Oct 01, 2025
SELL
$243.9 - $263.56 $45,121 - $48,758
-185 Closed
0 $0
Q1 2023

Oct 01, 2025
BUY
$218.83 - $242.18 $19,038 - $21,069
87 Added 88.78%
185 $43.6 Million
Q4 2022

Oct 01, 2025
SELL
$206.89 - $235.47 $67,239 - $76,527
-325 Reduced 63.73%
185 $40.8 Million
Q3 2022

Oct 01, 2025
BUY
$207.04 - $249.4 $85,300 - $102,752
412 Added 420.41%
510 $106 Million
Q1 2022

Oct 01, 2025
BUY
$242.02 - $279.09 $103,342 - $119,171
427 Added 435.71%
525 $138 Million
Q2 2021

Oct 02, 2025
SELL
$240.32 - $256.01 $78,584 - $83,715
-327 Reduced 38.38%
525 $134 Million
Q1 2021

Oct 02, 2025
BUY
$220.59 - $239.53 $166,324 - $180,605
754 Added 769.39%
852 $202 Million
Q4 2020

Oct 02, 2025
BUY
$191.94 - $223.55 $144,722 - $168,556
754 Added 769.39%
852 $190 Million
Q3 2020

Oct 02, 2025
SELL
$180.98 - $208.68 $5,429 - $6,260
-30 Reduced 3.4%
852 $167 Million
Q1 2020

Oct 02, 2025
BUY
$128.35 - $198.13 $100,626 - $155,333
784 Added 800.0%
882 $131 Million
Q4 2019

Oct 06, 2025
BUY
$168.6 - $189.08 $138,926 - $155,801
824 Added 840.82%
922 $174 Million

Others Institutions Holding IWV

# of Institutions
949
Shares Held
27.9M
Call Options Held
21K
Put Options Held
5.3K
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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