Goldstein Munger & Associates Ishares Russell 3000 ETF Transaction History

Goldstein Munger & Associates

  • $303 Million
  • Q3 2022

A detailed history of Goldstein Munger & Associates transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Goldstein Munger & Associates holds 24,454 shares of IWV stock, worth $7.96 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
24,454
Previous 24,161 1.21%
Holding current value
$7.96 Million
Previous $5.25 Million 3.6%
% of portfolio
1.67%
Previous 1.58%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 07, 2022
BUY
$207.04 - $249.4 $60,662 - $73,074
293 Added 1.21%
24,454 $5.06 Million
Q2 2022

Aug 10, 2022
SELL
$210.65 - $265.31 $6,319 - $7,959
-30 Reduced 0.12%
24,161 $5.25 Million
Q1 2022

May 10, 2022
BUY
$242.02 - $279.09 $22,991 - $26,513
95 Added 0.39%
24,191 $6.35 Million
Q4 2021

Feb 08, 2022
BUY
$254.66 - $279.11 $28,267 - $30,981
111 Added 0.46%
24,096 $6.69 Million
Q3 2021

Nov 12, 2021
SELL
$251.89 - $269.0 $131,738 - $140,687
-523 Reduced 2.13%
23,985 $6.11 Million
Q2 2021

Jul 14, 2021
SELL
$240.32 - $256.01 $444,832 - $473,874
-1,851 Reduced 7.02%
24,508 $6.27 Million
Q1 2021

Apr 27, 2021
SELL
$220.59 - $239.53 $763,241 - $828,773
-3,460 Reduced 11.6%
26,359 $6.25 Million
Q4 2020

Feb 10, 2021
SELL
$191.94 - $223.55 $225,145 - $262,224
-1,173 Reduced 3.78%
29,819 $6.67 Million
Q3 2020

Nov 10, 2020
SELL
$180.98 - $208.68 $319,791 - $368,737
-1,767 Reduced 5.39%
30,992 $6.07 Million
Q2 2020

Aug 12, 2020
BUY
$141.33 - $188.81 $3.83 Million - $5.11 Million
27,083 Added 477.15%
32,759 $5.9 Million
Q1 2020

Apr 29, 2020
BUY
$128.35 - $198.13 $351,679 - $542,876
2,740 Added 93.32%
5,676 $842,000
Q4 2019

Feb 10, 2020
BUY
$168.6 - $189.08 $1,011 - $1,134
6 Added 0.2%
2,936 $553,000
Q2 2019

Aug 02, 2019
SELL
N/A
-850 Reduced 22.49%
2,930 $505,000
Q4 2018

Feb 08, 2019
BUY
N/A
2,105 Added 125.67%
3,780 $555,000
Q3 2017

Nov 01, 2017
BUY
N/A
1,675
1,675 $250,000

Others Institutions Holding IWV

# of Institutions
833
Shares Held
26.4M
Call Options Held
18.7K
Put Options Held
4.9K
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 Goldstein Munger & Associates Portfolio

Follow Goldstein Munger & Associates 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 Goldstein Munger & Associates, based on Form 13F filings with the SEC.

News

Stay updated on Goldstein Munger & Associates with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email