Center For Financial Planning, Inc. Ishares Russell 3000 ETF Transaction History

Center For Financial Planning, Inc.

  • $869 Million
  • Q2 2025

A detailed history of Center For Financial Planning, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 176 shares of IWV stock, worth $63,639. This represents 0.01% of its overall portfolio holdings.

Number of Shares
176
Previous 56 214.29%
Holding current value
$63,639
Previous $17,000 258.82%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Aug 04, 2025
BUY
$281.67 - $351.0 $33,800 - $42,120
120 Added 214.29%
176 $61,000
Q4 2024

Jan 30, 2025
BUY
$323.08 - $349.08 $9,692 - $10,472
30 Added 115.38%
56 $18,000
Q4 2019

Feb 14, 2020
BUY
$168.6 - $189.08 $4,383 - $4,916
26 New
26 $5,000

Others Institutions Holding IWV

# of Institutions
919
Shares Held
27.5M
Call Options Held
19.2K
Put Options Held
7.2K
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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