Dougherty Wealth Advisers LLC Ishares Russell 3000 ETF Transaction History

Dougherty Wealth Advisers LLC

  • $135 Million
  • Q1 2025

A detailed history of Dougherty Wealth Advisers LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 175 shares of IWV stock, worth $58,551. This represents 0.04% of its overall portfolio holdings.

Number of Shares
175
Previous 175 -0.0%
Holding current value
$58,551
Previous $58,000 5.17%
% of portfolio
0.04%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 14, 2023
SELL
$218.83 - $242.18 $16,412 - $18,163
-75 Reduced 30.0%
175 $41,000
Q4 2018

Feb 11, 2019
BUY
N/A
250 New
250 $40,000

Others Institutions Holding IWV

# of Institutions
902
Shares Held
26.5M
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 Dougherty Wealth Advisers LLC Portfolio

Follow Dougherty Wealth Advisers 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 Dougherty Wealth Advisers LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dougherty Wealth Advisers LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email