A detailed history of Houlihan Financial Resource Group, Ltd. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Houlihan Financial Resource Group, Ltd. holds 2,324 shares of IWV stock, worth $726,133. This represents 0.31% of its overall portfolio holdings.

Number of Shares
2,324
Previous 2,324 -0.0%
Holding current value
$726,133
Previous $636,000 9.59%
% of portfolio
0.31%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 09, 2023

BUY
$243.9 - $263.56 $566,823 - $612,513
2,324 New
2,324 $570,000
Q4 2022

Feb 14, 2023

BUY
$216.25 - $235.47 $502,565 - $547,232
2,324 New
2,324 $513,000
Q3 2022

Dec 13, 2022

SELL
N/A
-2,324 Closed
0 $0
Q4 2019

Feb 11, 2020

BUY
N/A
2,324 New
2,324 $438,000

Others Institutions Holding IWV

About ISHARES RUSSELL 3000 ETF


  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
Track This Portfolio

Track Houlihan Financial Resource Group, Ltd. Portfolio

Follow Houlihan Financial Resource Group, Ltd. 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 Houlihan Financial Resource Group, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Houlihan Financial Resource Group, Ltd. with notifications on news.