Crestwood Advisors Group LLC Ishares Russell 3000 ETF Transaction History

Crestwood Advisors Group LLC

  • $5.4 Billion
  • Q2 2025

A detailed history of Crestwood Advisors Group LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 43,437 shares of IWV stock, worth $15.7 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
43,437
Previous 43,401 0.08%
Holding current value
$15.7 Million
Previous $13.8 Million 10.6%
% of portfolio
0.28%
Previous 0.27%

Shares

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

Aug 05, 2025
BUY
$281.67 - $351.0 $10,140 - $12,636
36 Added 0.08%
43,437 $15.2 Million
Q1 2025

May 05, 2025
BUY
$313.1 - $349.83 $10,958 - $12,244
35 Added 0.08%
43,401 $13.8 Million
Q4 2024

Feb 04, 2025
BUY
$323.08 - $349.08 $13,569 - $14,661
42 Added 0.1%
43,366 $14.5 Million
Q3 2024

Oct 30, 2024
BUY
$294.75 - $326.73 $13,263 - $14,702
45 Added 0.1%
43,324 $14.2 Million
Q2 2024

Aug 01, 2024
BUY
$283.16 - $309.9 $12.3 Million - $13.4 Million
43,279 New
43,279 $13.4 Million
Q4 2023

Jan 29, 2024
BUY
$234.36 - $274.87 $373,335 - $437,867
1,593 New
1,593 $436,000

Others Institutions Holding IWV

# of Institutions
908
Shares Held
26.4M
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
Track This Portfolio

Track Crestwood Advisors Group LLC Portfolio

Follow Crestwood Advisors Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crestwood Advisors Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crestwood Advisors Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email