Capital Directions Investment Advisors, LLC Ishares Russell 3000 ETF Transaction History

Capital Directions Investment Advisors, LLC

  • $268 Million
  • Q4 2022

A detailed history of Capital Directions Investment Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 65,125 shares of IWV stock, worth $20.4 Million. This represents 5.37% of its overall portfolio holdings.

Number of Shares
65,125
Previous 0 Infinity%
Holding current value
$20.4 Million
Previous $12.5 Million 15.01%
% of portfolio
5.37%
Previous 4.79%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 01, 2023
BUY
$216.25 - $235.47 $14.1 Million - $15.3 Million
65,125 New
65,125 $14.4 Million
Q3 2022

Nov 02, 2022
SELL
N/A
-64,623 Closed
0 $12.5 Million
Q2 2022

Jul 26, 2022
SELL
N/A
-120 Reduced 0.19%
64,623 $14 Million
Q3 2021

Nov 08, 2021
SELL
N/A
-317 Reduced 0.49%
64,743 $16.5 Million
Q2 2021

Aug 13, 2021
BUY
N/A
65,060 New
65,060 $16.7 Million
Q1 2021

May 17, 2021
SELL
N/A
-65,230 Closed
0 $0
Q4 2020

Feb 10, 2021
SELL
N/A
-577 Reduced 0.88%
65,230 $14.6 Million
Q3 2020

Nov 12, 2020
BUY
N/A
3,561 Added 5.72%
65,807 $12.9 Million
Q2 2020

Aug 13, 2020
BUY
N/A
1,376 Added 2.26%
62,246 $11.2 Million
Q1 2020

May 11, 2020
SELL
N/A
-543 Reduced 0.88%
60,870 $9.03 Million
Q3 2019

Nov 14, 2019
BUY
N/A
61,413 New
61,413 $10.7 Million
Q1 2019

May 14, 2019
SELL
N/A
-60,289 Closed
0 $0
Q4 2018

Feb 15, 2019
BUY
N/A
56,018 Added 1311.59%
60,289 $8.86 Million
Q2 2017

Aug 15, 2017
BUY
N/A
4,271
4,271 $615,000

Others Institutions Holding IWV

# of Institutions
804
Shares Held
25.2M
Call Options Held
24.2K
Put Options Held
10.5K
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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