Concord Wealth Partners Ishares Russell 3000 ETF Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025

A detailed history of Concord Wealth Partners transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Concord Wealth Partners holds 262 shares of IWV stock, worth $99,148. This represents 0.01% of its overall portfolio holdings.

Number of Shares
262
Previous 261 0.38%
Holding current value
$99,148
Previous $82,000 10.98%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 25, 2025
BUY
$281.67 - $351.0 $281 - $351
1 Added 0.38%
262 $91,000
Q3 2024

Oct 24, 2024
SELL
$294.75 - $326.73 $294 - $326
-1 Reduced 0.38%
261 $85,000
Q2 2024

Jul 31, 2024
BUY
$283.16 - $309.9 $283 - $309
1 Added 0.38%
262 $80,000
Q1 2024

Apr 30, 2024
BUY
$268.36 - $300.08 $268 - $300
1 Added 0.38%
261 $78,000
Q4 2023

Apr 30, 2024
BUY
$234.36 - $274.87 $234 - $274
1 Added 0.39%
260 $71,000
Q4 2023

Feb 05, 2024
BUY
$234.36 - $274.87 $234 - $274
1 Added 0.39%
260 $71,000
Q3 2023

Apr 30, 2024
SELL
$243.9 - $263.56 $243 - $263
-1 Reduced 0.38%
259 $63,000
Q3 2023

Oct 25, 2023
SELL
$243.9 - $263.56 $243 - $263
-1 Reduced 0.38%
259 $63,000
Q1 2023

Apr 26, 2023
BUY
$218.83 - $242.18 $218 - $242
1 Added 0.39%
260 $61,000
Q4 2022

Jan 27, 2023
BUY
$206.89 - $235.47 $53,584 - $60,986
259 New
259 $57,000
Q2 2022

Aug 04, 2022
SELL
$210.65 - $265.31 $49,292 - $62,082
-234 Reduced 47.76%
256 $56,000
Q1 2022

Apr 20, 2022
BUY
$242.02 - $279.09 $242 - $279
1 Added 0.2%
490 $129,000
Q4 2021

Jan 21, 2022
BUY
$254.66 - $279.11 $124,528 - $136,484
489 New
489 $136,000

Others Institutions Holding IWV

# of Institutions
932
Shares Held
28.1M
Call Options Held
20.7K
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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