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 $2.2 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

6,580

Previous 15,385 57.23%

Holding current value

$2.2 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

902

Shares Held

26.5M

Call Options Held

16.1K

Put Options Held

8.2K

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About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
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Geller Advisors LLC Ishares Russell 3000 ETF Transaction History