Heron Financial Group, LLC Ishares Russell 3000 ETF Transaction History

Heron Financial Group, LLC

  • $185 Million
  • Q2 2023

A detailed history of Heron Financial Group, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Heron Financial Group, LLC holds 16,453 shares of IWV stock, worth $5.56 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares
16,453
Previous 16,674 1.33%
Holding current value
$5.56 Million
Previous $3.93 Million 6.65%
% of portfolio
2.26%
Previous 2.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023
SELL
$231.57 - $254.48 $51,176 - $56,240
-221 Reduced 1.33%
16,453 $4.19 Million
Q1 2023

Apr 19, 2023
SELL
$218.83 - $242.18 $22.5 Million - $24.9 Million
-102,782 Reduced 86.04%
16,674 $3.93 Million
Q4 2022

Feb 14, 2023
BUY
$206.89 - $235.47 $24.7 Million - $28.1 Million
119,456 New
119,456 $26.4 Million
Q2 2022

Jul 29, 2022
BUY
$210.65 - $265.31 $726,953 - $915,584
3,451 New
3,451 $750,000
Q2 2021

Aug 16, 2021
SELL
$240.32 - $256.01 $209,799 - $223,496
-873 Closed
0 $0
Q1 2021

Apr 14, 2021
BUY
$220.59 - $239.53 $192,575 - $209,109
873 New
873 $210,000

Others Institutions Holding IWV

# of Institutions
851
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 Heron Financial Group, LLC Portfolio

Follow Heron Financial 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 Heron Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heron Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email