Connecticut Wealth Management, LLC Ishares Russell 3000 ETF Transaction History

Connecticut Wealth Management, LLC

  • $2.06 Billion
  • Q3 2024

A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 1,214 shares of IWV stock, worth $422,496. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,214
Previous 1,214 -0.0%
Holding current value
$422,496
Previous $374,000 5.88%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
SELL
$234.36 - $274.87 $937 - $1,099
-4 Reduced 0.33%
1,214 $332,000
Q1 2023

Apr 18, 2023
BUY
$218.83 - $242.18 $266,534 - $294,975
1,218 New
1,218 $286,000
Q1 2019

Apr 23, 2019
SELL
N/A
-2,045 Closed
0 $0
Q4 2018

Jan 28, 2019
BUY
N/A
12 Added 0.59%
2,045 $300,000
Q3 2017

Nov 08, 2017
BUY
N/A
2,033
2,033 $307,000

Others Institutions Holding IWV

# of Institutions
860
Shares Held
26.2M
Call Options Held
19.5K
Put Options Held
3K
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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