Goal Vest Advisory LLC Ishares Russell 3000 ETF Transaction History

Goal Vest Advisory LLC

  • $331 Million
  • Q3 2024

A detailed history of Goal Vest Advisory LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Goal Vest Advisory LLC holds 100 shares of IWV stock, worth $33,631. This represents 0.01% of its overall portfolio holdings.

Number of Shares
100
Previous 100 -0.0%
Holding current value
$33,631
Previous $30,000 6.67%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$268.36 - $300.08 $26,836 - $30,008
-100 Reduced 50.0%
100 $30,000
Q3 2023

Oct 10, 2023
BUY
$243.9 - $263.56 $48,780 - $52,712
200 New
200 $49,000

Others Institutions Holding IWV

# of Institutions
852
Shares Held
26.8M
Call Options Held
19.5K
Put Options Held
3K
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 Goal Vest Advisory LLC Portfolio

Follow Goal Vest Advisory LLC 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 Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email