Geller Advisors LLC Ishares Russell 3000 ETF Transaction History

Geller Advisors LLC

$1.51 Billion
Q4 2024

A detailed history of Geller Advisors LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Geller Advisors LLC holds 6,580 shares of IWV stock, worth $2.52 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

6,580

Previous 15,385 57.23%

Holding current value

$2.52 Million

Previous $5.03 Million 56.25%

% of portfolio

0.15%

Previous 0.35%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$323.08 - $349.08 $2.84 Million - $3.07 Million	-8,805 Reduced 57.23%	6,580 $2.2 Million
Q2 2024 Aug 13, 2024	SELL	$283.16 - $309.9 $2.47 Million - $2.7 Million	-8,710 Reduced 36.15%	15,385 $4.75 Million
Q2 2023 Aug 09, 2023	SELL	$231.57 - $254.48 $5.58 Million - $6.13 Million	-24,095 Reduced 50.0%	24,095 $6.13 Million
Q1 2023 May 12, 2023	BUY	$218.83 - $242.18 $4.7 Million - $5.2 Million	21,457 Added 80.26%	48,190 $11.3 Million
Q4 2022 Feb 14, 2023	SELL	$206.89 - $235.47 $7.52 Million - $8.56 Million	-36,370 Reduced 57.64%	26,733 $5.9 Million
Q3 2022 Nov 10, 2022	SELL	$207.04 - $249.4 $2.29 Million - $2.76 Million	-11,073 Reduced 14.93%	63,103 $13.1 Million
Q2 2022 Aug 10, 2022	SELL	$210.65 - $265.31 $4.31 Million - $5.43 Million	-20,462 Reduced 21.62%	74,176 $16.1 Million
Q1 2022 May 13, 2022	SELL	$242.02 - $279.09 $4.61 Million - $5.31 Million	-19,030 Reduced 16.74%	94,638 $24.8 Million
Q4 2021 Feb 11, 2022	SELL	$254.66 - $279.11 $3.17 Million - $3.47 Million	-12,445 Reduced 9.87%	113,668 $31.5 Million
Q3 2021 Nov 15, 2021	SELL	$251.89 - $269.0 $24.8 Million - $26.4 Million	-98,310 Reduced 43.81%	126,113 $32.1 Million
Q1 2021 May 10, 2021	SELL	$220.59 - $239.53 $16.6 Million - $18 Million	-75,323 Reduced 25.13%	224,423 $53.2 Million
Q2 2020 Aug 14, 2020	SELL	$141.33 - $188.81 $9.05 Million - $12.1 Million	-64,036 Reduced 17.6%	299,746 $54 Million
Q1 2020 May 12, 2020	BUY	$128.35 - $198.13 $46.7 Million - $72.1 Million	363,782 New	363,782 $54 Million

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

Ticker IWV
Sector ETFs
Industry ETFs

More about IWV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geller Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geller Advisors LLC with notifications on news.

Account

Geller Advisors LLC Ishares Russell 3000 ETF Transaction History