Evoke Wealth, LLC Ishares Russell 3000 ETF Transaction History

Evoke Wealth, LLC

$4.37 Trillion
Q2 2025

A detailed history of Evoke Wealth, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Evoke Wealth, LLC holds 2,837 shares of IWV stock, worth $1.05 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,837

Previous 3,587 20.91%

Holding current value

$1.05 Million

Previous $1.14 Billion 12.6%

% of portfolio

0.02%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$281.67 - $351.0 $211,252 - $263,250	-750 Reduced 20.91%	2,837 $996 Million
Q4 2024 Feb 10, 2025	SELL	$323.08 - $349.08 $36,184 - $39,096	-112 Reduced 3.03%	3,587 $1.2 Billion
Q3 2024 Nov 13, 2024	BUY	$294.75 - $326.73 $567,099 - $628,628	1,924 Added 108.39%	3,699 $1.21 Billion
Q2 2024 Aug 13, 2024	SELL	$283.16 - $309.9 $675,336 - $739,111	-2,385 Reduced 57.33%	1,775 $548 Million
Q1 2024 May 15, 2024	SELL	$268.36 - $300.08 $1.67 Million - $1.87 Million	-6,240 Reduced 60.0%	4,160 $1.25 Million
Q4 2023 Jun 10, 2024	SELL	$234.36 - $274.87 $46,168 - $54,149	-197 Reduced 4.74%	3,963 $1.08 Billion
Q4 2023 Feb 12, 2024	SELL	$234.36 - $274.87 $21,795 - $25,562	-93 Reduced 0.89%	10,400 $2.85 Million
Q3 2022 Nov 07, 2022	BUY	$207.04 - $249.4 $38,302 - $46,139	185 Added 1.79%	10,493 $2.17 Million
Q3 2021 Nov 12, 2021	BUY	$251.89 - $269.0 $573,553 - $612,513	2,277 Added 28.35%	10,308 $2.63 Million
Q2 2021 Aug 05, 2021	BUY	$240.32 - $256.01 $1.38 Million - $1.47 Million	5,738 Added 250.24%	8,031 $2.06 Million
Q1 2021 May 13, 2021	BUY	$220.59 - $239.53 $374,561 - $406,721	1,698 Added 285.38%	2,293 $544,000
Q1 2020 May 07, 2020	BUY	$128.35 - $198.13 $76,368 - $117,887	595 New	595 $88.3 Million
Q4 2019 Feb 07, 2020	SELL	$168.6 - $189.08 $100,317 - $112,502	-595 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$172.91 - $176.69 $102,881 - $105,130	595 New	595 $103 Million

Others Institutions Holding IWV

# of Institutions

928

Shares Held

28.1M

Call Options Held

20.7K

Put Options Held

7.2K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

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