Capstone Financial Advisors, Inc. Ishares Russell 3000 ETF Transaction History

Capstone Financial Advisors, Inc.

  • $1.49 Billion
  • Q1 2024

A detailed history of Capstone Financial Advisors, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Capstone Financial Advisors, Inc. holds 2,308 shares of IWV stock, worth $721,827. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,308
Previous 2,302 0.26%
Holding current value
$721,827
Previous $630,000 9.84%
% of portfolio
0.05%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$268.36 - $300.08 $1,610 - $1,800
6 Added 0.26%
2,308 $692,000
Q4 2023

Feb 13, 2024
BUY
$234.36 - $274.87 $4,218 - $4,947
18 Added 0.79%
2,302 $630,000
Q2 2023

Aug 14, 2023
BUY
$231.57 - $254.48 $1,389 - $1,526
6 Added 0.26%
2,284 $581,000
Q1 2023

May 12, 2023
BUY
$218.83 - $242.18 $1,750 - $1,937
8 Added 0.35%
2,278 $536,000
Q4 2022

Feb 15, 2023
BUY
$216.25 - $235.47 $4,757 - $5,180
22 Added 0.98%
2,270 $500,000
Q2 2022

Sep 02, 2022
BUY
N/A
6 Added 0.27%
2,248 $489,000
Q1 2022

May 13, 2022
BUY
N/A
7 Added 0.31%
2,242 $588,000
Q4 2021

Feb 11, 2022
BUY
N/A
14 Added 0.63%
2,235 $620,000
Q2 2021

Aug 16, 2021
BUY
N/A
11 Added 0.5%
2,221 $568,000
Q1 2021

May 13, 2021
SELL
N/A
-3,239 Reduced 59.44%
2,210 $524,000
Q4 2020

Feb 16, 2021
BUY
N/A
3,239 Added 146.56%
5,449 $1.22 Million
Q4 2017

Feb 14, 2018
BUY
N/A
2,210
2,210 $350,000

Others Institutions Holding IWV

# of Institutions
805
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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