Jnba Financial Advisors Ishares Russell 3000 ETF Transaction History

Jnba Financial Advisors

$947 Million
Q2 2024

A detailed history of Jnba Financial Advisors transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Jnba Financial Advisors holds 123 shares of IWV stock, worth $40,850. This represents 0.0% of its overall portfolio holdings.

Number of Shares

123

Previous 123 -0.0%

Holding current value

$40,850

Previous $36,000 2.78%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 01, 2023	SELL	$218.83 - $242.18 $5,033 - $5,570	-23 Reduced 15.75%	123 $28,000
Q4 2020 Jan 25, 2021	SELL	$191.94 - $223.55 $9,213 - $10,730	-48 Reduced 24.74%	146 $33,000
Q1 2020 May 01, 2020	SELL	$128.35 - $198.13 $5,262 - $8,123	-41 Reduced 17.45%	194 $29,000
Q4 2019 Feb 10, 2020	SELL	$168.6 - $189.08 $45,353 - $50,862	-269 Reduced 53.37%	235 $44,000
Q3 2019 Nov 01, 2019	SELL	$172.91 - $176.69 $24,726 - $25,266	-143 Reduced 22.1%	504 $88,000
Q4 2018 Feb 07, 2019	BUY	N/A	647 New	647 $95,000
Q3 2018 Nov 01, 2018	SELL	N/A	-647 Closed	0 $0
Q1 2018 May 07, 2018	SELL	N/A	-189 Reduced 22.61%	647 $647,000
Q4 2017 Jan 31, 2018	SELL	N/A	-48 Reduced 5.43%	836 $132,000
Q2 2017 Aug 14, 2017	BUY	N/A	884	884 $127,000

Others Institutions Holding IWV

# of Institutions

832

Shares Held

26.5M

Call Options Held

18.7K

Put Options Held

4.9K

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About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

More about IWV

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Jnba Financial Advisors Ishares Russell 3000 ETF Transaction History