Fiduciary Planning LLC Ishares Russell 3000 ETF Transaction History

Fiduciary Planning LLC

  • $235 Million
  • Q2 2025

A detailed history of Fiduciary Planning LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Fiduciary Planning LLC holds 878 shares of IWV stock, worth $317,476. This represents 0.13% of its overall portfolio holdings.

Number of Shares
878
Previous 876 0.23%
Holding current value
$317,476
Previous $276,000 11.59%
% of portfolio
0.13%
Previous 0.12%

Shares

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

Jul 29, 2025
BUY
$281.67 - $351.0 $563 - $702
2 Added 0.23%
878 $308,000
Q1 2025

Apr 11, 2025
BUY
$313.1 - $349.83 $626 - $699
2 Added 0.23%
876 $276,000
Q4 2024

Jan 24, 2025
BUY
$323.08 - $349.08 $969 - $1,047
3 Added 0.34%
874 $292,000
Q2 2024

Aug 06, 2024
BUY
$283.16 - $309.9 $246,632 - $269,922
871 New
871 $268,000

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
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