Institute For Wealth Management, Llc. Ishares Russell 3000 ETF Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 9,363 shares of IWV stock, worth $3.07 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
9,363
Previous 9,363 -0.0%
Holding current value
$3.07 Million
Previous $3.06 Million 2.29%
% of portfolio
0.4%
Previous 0.39%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

May 04, 2021
BUY
$220.59 - $239.53 $31,764 - $34,492
144 Added 1.56%
9,363 $2.22 Million
Q4 2020

Feb 01, 2021
BUY
$191.94 - $223.55 $210,366 - $245,010
1,096 Added 13.49%
9,219 $2.06 Million
Q3 2020

Nov 03, 2020
BUY
$180.98 - $208.68 $1.47 Million - $1.7 Million
8,123 New
8,123 $1.59 Million

Others Institutions Holding IWV

# of Institutions
927
Shares Held
27.1M
Call Options Held
17.4K
Put Options Held
6.4K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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