Financial Services Advisory Inc Ishares Russell 3000 ETF Transaction History

Financial Services Advisory Inc

  • $422 Million
  • Q4 2024

A detailed history of Financial Services Advisory Inc transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Financial Services Advisory Inc holds 12,383 shares of IWV stock, worth $4.26 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
12,383
Previous 13,026 4.94%
Holding current value
$4.26 Million
Previous $4.26 Million 2.73%
% of portfolio
0.98%
Previous 1.04%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$323.08 - $349.08 $207,740 - $224,458
-643 Reduced 4.94%
12,383 $4.14 Million
Q3 2024

Oct 31, 2024
BUY
$294.75 - $326.73 $705,336 - $781,864
2,393 Added 22.51%
13,026 $4.26 Million
Q2 2024

Jul 30, 2024
SELL
$283.16 - $309.9 $3.38 Million - $3.7 Million
-11,953 Reduced 52.92%
10,633 $3.28 Million
Q1 2024

May 06, 2024
BUY
$268.36 - $300.08 $621,790 - $695,285
2,317 Added 11.43%
22,586 $6.78 Million
Q4 2023

Feb 09, 2024
BUY
$234.36 - $274.87 $4.75 Million - $5.57 Million
20,269 New
20,269 $5.55 Million
Q1 2022

May 12, 2022
SELL
$242.02 - $279.09 $28.8 Million - $33.2 Million
-119,099 Closed
0 $0
Q4 2021

Feb 08, 2022
SELL
$254.66 - $279.11 $1.43 Million - $1.57 Million
-5,627 Reduced 4.51%
119,099 $30.6 Million
Q3 2021

Oct 21, 2021
SELL
$251.89 - $269.0 $1.99 Million - $2.12 Million
-7,898 Reduced 5.96%
124,726 $31.8 Million
Q2 2021

Jul 14, 2021
SELL
$240.32 - $256.01 $177,115 - $188,679
-737 Reduced 0.55%
132,624 $33.9 Million
Q1 2021

Apr 09, 2021
SELL
$220.59 - $239.53 $520,151 - $564,811
-2,358 Reduced 1.74%
133,361 $31.6 Million
Q4 2020

Jan 20, 2021
SELL
$191.94 - $223.55 $332,056 - $386,741
-1,730 Reduced 1.26%
135,719 $30.3 Million
Q3 2020

Oct 20, 2020
SELL
$180.98 - $208.68 $1.35 Million - $1.55 Million
-7,435 Reduced 5.13%
137,449 $26.9 Million
Q2 2020

Jul 17, 2020
BUY
$141.33 - $188.81 $20.5 Million - $27.4 Million
144,884 New
144,884 $26.1 Million
Q1 2020

Apr 07, 2020
SELL
$128.35 - $198.13 $2.81 Million - $4.34 Million
-21,907 Closed
0 $0
Q4 2019

Jan 13, 2020
SELL
$168.6 - $189.08 $96,607 - $108,342
-573 Reduced 2.55%
21,907 $4.13 Million
Q3 2019

Oct 16, 2019
SELL
$172.91 - $176.69 $235,503 - $240,651
-1,362 Reduced 5.71%
22,480 $3.91 Million
Q2 2019

Jul 23, 2019
SELL
N/A
-5,924 Reduced 19.9%
23,842 $4.11 Million
Q1 2019

Apr 11, 2019
BUY
N/A
29,766 New
29,766 $4.96 Million
Q1 2018

May 14, 2018
SELL
N/A
-60,039 Closed
0 $0
Q4 2017

Feb 14, 2018
BUY
N/A
60,039
60,039 $9.5 Million

Others Institutions Holding IWV

# of Institutions
885
Shares Held
26M
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
Track This Portfolio

Track Financial Services Advisory Inc Portfolio

Follow Financial Services Advisory Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Services Advisory Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Services Advisory Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email