Collaborative Wealth Managment Inc. Ishares Russell 3000 ETF Transaction History

Collaborative Wealth Managment Inc.

  • $207 Million
  • Q1 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 1,999 shares of IWV stock, worth $669,425. This represents 0.31% of its overall portfolio holdings.

Number of Shares
1,999
Previous 2,241 10.8%
Holding current value
$669,425
Previous $749,000 15.35%
% of portfolio
0.31%
Previous 0.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$313.1 - $349.83 $75,770 - $84,658
-242 Reduced 10.8%
1,999 $634,000
Q3 2022

Nov 14, 2022
SELL
$207.04 - $249.4 $1,035 - $1,247
-5 Reduced 0.22%
2,241 $464,000
Q2 2022

Aug 15, 2022
SELL
$210.65 - $265.31 $9,057 - $11,408
-43 Reduced 1.88%
2,246 $488,000
Q1 2021

May 12, 2022
BUY
$220.59 - $239.53 $504,930 - $548,284
2,289 New
2,289 $601,000

Others Institutions Holding IWV

# of Institutions
902
Shares Held
26.5M
Call Options Held
16.1K
Put Options Held
8.2K
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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