Gps Wealth Strategies Group, LLC Ishares Russell 3000 ETF Transaction History

Gps Wealth Strategies Group, LLC

  • $705 Million
  • Q1 2025

A detailed history of Gps Wealth Strategies Group, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 875 shares of IWV stock, worth $293,020. This represents 0.04% of its overall portfolio holdings.

Number of Shares
875
Previous 794 10.2%
Holding current value
$293,020
Previous $265,000 4.15%
% of portfolio
0.04%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$313.1 - $349.83 $25,361 - $28,336
81 Added 10.2%
875 $276,000
Q4 2024

Jan 24, 2025
SELL
$323.08 - $349.08 $10,984 - $11,868
-34 Reduced 4.11%
794 $265,000
Q3 2024

Oct 29, 2024
BUY
$294.75 - $326.73 $2,063 - $2,287
7 Added 0.85%
828 $270,000
Q2 2024

Jul 16, 2024
BUY
$283.16 - $309.9 $10,760 - $11,776
38 Added 4.85%
821 $253,000
Q1 2024

Apr 30, 2024
SELL
$268.36 - $300.08 $30,324 - $33,909
-113 Reduced 12.61%
783 $234,000
Q4 2023

Jan 12, 2024
BUY
$234.36 - $274.87 $2,577 - $3,023
11 Added 1.24%
896 $245,000
Q2 2023

Jul 17, 2023
BUY
$231.57 - $254.48 $29,177 - $32,064
126 Added 16.6%
885 $225,000
Q1 2023

Apr 17, 2023
BUY
$218.83 - $242.18 $166,091 - $183,814
759 New
759 $178,000
Q1 2022

Apr 20, 2022
BUY
$242.02 - $279.09 $107,214 - $123,636
443 Added 372.27%
562 $147,000
Q1 2021

Apr 15, 2021
BUY
$220.59 - $239.53 $26,250 - $28,504
119 New
119 $28,000

Others Institutions Holding IWV

# of Institutions
902
Shares Held
26.5M
Call Options Held
16.1K
Put Options Held
8.2K
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 Gps Wealth Strategies Group, LLC Portfolio

Follow Gps Wealth Strategies Group, 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 Gps Wealth Strategies Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gps Wealth Strategies Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email