Fiduciary Wealth Partners, LLC Ishares Russell 3000 ETF Transaction History

Fiduciary Wealth Partners, LLC

  • $106 Billion
  • Q2 2025

A detailed history of Fiduciary Wealth Partners, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Fiduciary Wealth Partners, LLC holds 3,775 shares of IWV stock, worth $1.43 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
3,775
Previous 5,460 30.86%
Holding current value
$1.43 Million
Previous $1.73 Billion 23.6%
% of portfolio
1.25%
Previous 1.5%

Shares

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

Jul 31, 2025
SELL
$281.67 - $351.0 $474,613 - $591,435
-1,685 Reduced 30.86%
3,775 $1.33 Billion
Q1 2025

May 08, 2025
BUY
$313.1 - $349.83 $1.71 Million - $1.91 Million
5,460 New
5,460 $1.73 Billion

Others Institutions Holding IWV

# of Institutions
930
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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