Core Wealth Management, Inc. Ishares Russell 3000 ETF Transaction History

Core Wealth Management, Inc.

  • $256 Billion
  • Q4 2024

A detailed history of Core Wealth Management, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Core Wealth Management, Inc. holds 1,406 shares of IWV stock, worth $475,242. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,406
Previous 1,416 0.71%
Holding current value
$475,242
Previous $437 Million 7.52%
% of portfolio
0.18%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$323.08 - $349.08 $3,230 - $3,490
-10 Reduced 0.71%
1,406 $470 Million
Q1 2024

Apr 22, 2024
BUY
$268.36 - $300.08 $2,146 - $2,400
8 Added 0.57%
1,416 $425 Million
Q3 2023

Oct 18, 2023
SELL
$243.9 - $263.56 $54,877 - $59,301
-225 Reduced 13.78%
1,408 $345 Million
Q4 2022

Feb 13, 2023
BUY
$206.89 - $235.47 $337,851 - $384,522
1,633 New
1,633 $360,000

Others Institutions Holding IWV

# of Institutions
926
Shares Held
27.1M
Call Options Held
17.4K
Put Options Held
6.4K
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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