A detailed history of Iht Wealth Management, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Iht Wealth Management, LLC holds 4,536 shares of IWV stock, worth $1.55 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,536
Previous 4,557 0.46%
Holding current value
$1.55 Million
Previous $1.41 Million 5.41%
% of portfolio
0.04%
Previous 0.05%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$294.75 - $326.73 $6,189 - $6,861
-21 Reduced 0.46%
4,536 $1.48 Million
Q2 2024

Aug 14, 2024

SELL
$283.16 - $309.9 $6,795 - $7,437
-24 Reduced 0.52%
4,557 $1.41 Million
Q1 2024

May 15, 2024

BUY
$268.36 - $300.08 $12,344 - $13,803
46 Added 1.01%
4,581 $1.37 Million
Q4 2023

Feb 14, 2024

BUY
$234.36 - $274.87 $1,640 - $1,924
7 Added 0.15%
4,535 $1.24 Million
Q2 2023

Aug 14, 2023

BUY
$231.57 - $254.48 $463 - $508
2 Added 0.04%
4,528 $1.15 Million
Q1 2023

May 15, 2023

BUY
$218.83 - $242.18 $218 - $242
1 Added 0.02%
4,526 $1.07 Million
Q4 2022

Feb 14, 2023

BUY
$206.89 - $235.47 $620 - $706
3 Added 0.07%
4,525 $998,000
Q3 2022

Nov 22, 2022

BUY
$207.04 - $249.4 $414 - $498
2 Added 0.04%
4,522 $936,000
Q2 2022

Aug 15, 2022

BUY
$210.65 - $265.31 $421 - $530
2 Added 0.04%
4,520 $983,000
Q1 2022

May 16, 2022

SELL
$242.02 - $279.09 $4,114 - $4,744
-17 Reduced 0.37%
4,518 $1.19 Million
Q4 2021

Feb 14, 2022

SELL
$254.66 - $279.11 $23,938 - $26,236
-94 Reduced 2.03%
4,535 $1.26 Million
Q3 2021

Nov 15, 2021

SELL
$251.89 - $269.0 $13,350 - $14,257
-53 Reduced 1.13%
4,629 $1.18 Million
Q2 2021

Aug 16, 2021

SELL
$240.32 - $256.01 $6,969 - $7,424
-29 Reduced 0.62%
4,682 $1.2 Million
Q1 2021

May 18, 2021

BUY
$220.59 - $239.53 $220 - $239
1 Added 0.02%
4,711 $1.12 Million
Q4 2020

Feb 17, 2021

SELL
$191.94 - $223.55 $33,013 - $38,450
-172 Reduced 3.52%
4,710 $1.05 Million
Q3 2020

Nov 19, 2020

SELL
$180.98 - $208.68 $15,021 - $17,320
-83 Reduced 1.67%
4,882 $955,000
Q2 2020

Aug 14, 2020

BUY
$141.33 - $188.81 $2,685 - $3,587
19 Added 0.38%
4,965 $894,000
Q1 2020

May 13, 2020

SELL
$128.35 - $198.13 $7,315 - $11,293
-57 Reduced 1.14%
4,946 $734,000
Q4 2019

Feb 18, 2020

SELL
$168.6 - $189.08 $75,870 - $85,086
-450 Reduced 8.25%
5,003 $943,000
Q3 2019

Nov 15, 2019

BUY
$172.91 - $176.69 $73,140 - $74,739
423 Added 8.41%
5,453 $948,000
Q2 2019

Aug 12, 2019

SELL
N/A
-69 Reduced 1.35%
5,030 $867,000
Q4 2018

Feb 15, 2019

BUY
N/A
1,590 Added 45.31%
5,099 $749,000
Q2 2018

Aug 13, 2018

SELL
N/A
-60 Reduced 1.68%
3,509 $569,000
Q4 2017

Feb 14, 2018

BUY
N/A
149 Added 4.36%
3,569 $579,000
Q3 2017

Nov 14, 2017

BUY
N/A
3,420
3,420 $516,000

Others Institutions Holding IWV

About ISHARES RUSSELL 3000 ETF


  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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