Financial Advocates Investment Management Ishares Russell 3000 ETF Transaction History

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Financial Advocates Investment Management holds 1,356 shares of IWV stock, worth $466,301. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,356
Previous 1,356 -0.0%
Holding current value
$466,301
Previous $443,000 2.26%
% of portfolio
0.03%
Previous 0.02%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
SELL
$294.75 - $326.73 $4,421 - $4,900
-15 Reduced 1.09%
1,356 $443,000
Q1 2024

May 01, 2024
SELL
$268.36 - $300.08 $9,392 - $10,502
-35 Reduced 2.49%
1,371 $411,000
Q4 2023

Feb 08, 2024
BUY
$234.36 - $274.87 $4,687 - $5,497
20 Added 1.44%
1,406 $384,000
Q3 2022

Nov 14, 2022
BUY
$207.04 - $249.4 $207 - $249
1 Added 0.07%
1,386 $287,000
Q2 2022

Aug 12, 2022
SELL
$210.65 - $265.31 $25,067 - $31,571
-119 Reduced 7.91%
1,385 $301,000
Q1 2022

May 11, 2022
SELL
$242.02 - $279.09 $7,502 - $8,651
-31 Reduced 2.02%
1,504 $394,000
Q4 2021

Feb 14, 2022
BUY
$254.66 - $279.11 $3,055 - $3,349
12 Added 0.79%
1,535 $426,000
Q3 2021

Nov 04, 2021
SELL
$251.89 - $269.0 $6,045 - $6,456
-24 Reduced 1.55%
1,523 $388,000
Q2 2021

Aug 03, 2021
BUY
$240.32 - $256.01 $10,574 - $11,264
44 Added 2.93%
1,547 $373,000
Q1 2021

May 10, 2021
BUY
$220.59 - $239.53 $11,470 - $12,455
52 Added 3.58%
1,503 $356,000
Q4 2020

Feb 12, 2021
SELL
$191.94 - $223.55 $451,059 - $525,342
-2,350 Reduced 61.83%
1,451 $332,000
Q3 2020

Nov 04, 2020
BUY
$180.98 - $208.68 $435,256 - $501,875
2,405 Added 172.28%
3,801 $465,000
Q1 2020

Apr 29, 2020
SELL
$128.35 - $198.13 $71,234 - $109,962
-555 Reduced 28.45%
1,396 $207,000
Q4 2019

Feb 13, 2020
SELL
$168.6 - $189.08 $4,383 - $4,916
-26 Reduced 1.32%
1,951 $368,000
Q1 2019

May 16, 2019
BUY
N/A
1 Added 0.05%
1,977 $330,000
Q4 2018

Feb 14, 2019
SELL
N/A
-510 Reduced 20.51%
1,976 $0
Q3 2018

Nov 14, 2018
SELL
N/A
-49 Reduced 1.93%
2,486 $0
Q2 2018

Aug 09, 2018
BUY
N/A
1,035 Added 69.0%
2,535 $412,000
Q1 2018

May 11, 2018
BUY
N/A
30 Added 2.04%
1,500 $235,000
Q4 2017

Feb 15, 2018
BUY
N/A
1,470
1,470 $233,000

Others Institutions Holding IWV

# of Institutions
866
Shares Held
26.5M
Call Options Held
11.9K
Put Options Held
2.9K
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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