Fermata Advisors, LLC Ishares Russell 3000 ETF Transaction History
Fermata Advisors, LLC
- $439 Million
- Q1 2024
A detailed history of Fermata Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Fermata Advisors, LLC holds 939 shares of IWV stock, worth $295,212. This represents 0.06% of its overall portfolio holdings.
Number of Shares
939
Previous 833
12.73%
Holding current value
$295,212
Previous $228,000
23.25%
% of portfolio
0.06%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding IWV
# of Institutions
805Shares Held
25.2MCall Options Held
24.2KPut Options Held
10.5K-
Scs Capital Management LLC Boston, MA2.07MShares$651 Million13.28% of portfolio
-
Morgan Stanley New York, NY1.22MShares$383 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL1.06MShares$333 Million0.06% of portfolio
-
Black Rock Inc. New York, NY958KShares$301 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC933KShares$293 Million0.03% of portfolio