Dhk Financial Advisors, Inc. Ishares Russell 3000 ETF Transaction History

Dhk Financial Advisors, Inc.

  • $172 Million
  • Q2 2025

A detailed history of Dhk Financial Advisors, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Dhk Financial Advisors, Inc. holds 8,625 shares of IWV stock, worth $3.23 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares
8,625
Previous 19,850 56.55%
Holding current value
$3.23 Million
Previous $6.27 Million 51.74%
% of portfolio
1.76%
Previous 3.48%

Shares

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

Aug 13, 2025
SELL
$281.67 - $351.0 $3.16 Million - $3.94 Million
-11,225 Reduced 56.55%
8,625 $3.03 Million
Q1 2025

Apr 11, 2025
BUY
$313.1 - $349.83 $2.7 Million - $3.02 Million
8,625 Added 76.84%
19,850 $6.27 Million
Q3 2024

Oct 24, 2024
BUY
$294.75 - $326.73 $3.31 Million - $3.67 Million
11,225 New
11,225 $3.67 Million

Others Institutions Holding IWV

# of Institutions
929
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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