Keystone Wealth Services, LLC Ishares Russell 3000 ETF Transaction History

Keystone Wealth Services, LLC

  • $336 Million
  • Q3 2024

A detailed history of Keystone Wealth Services, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 615 shares of IWV stock, worth $210,293. This represents 0.06% of its overall portfolio holdings.

Number of Shares
615
Previous 824 25.36%
Holding current value
$210,293
Previous $254,000 21.26%
% of portfolio
0.06%
Previous 0.09%

Shares

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

Oct 15, 2024
SELL
$294.75 - $326.73 $61,602 - $68,286
-209 Reduced 25.36%
615 $200,000
Q1 2024

Apr 12, 2024
SELL
$268.36 - $300.08 $20,127 - $22,506
-75 Reduced 8.34%
824 $247,000
Q1 2023

Apr 07, 2023
BUY
$218.83 - $242.18 $196,728 - $217,719
899 New
899 $211,000
Q2 2022

Jul 13, 2022
SELL
$210.65 - $265.31 $189,374 - $238,513
-899 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$254.66 - $279.11 $228,939 - $250,919
899 New
899 $249,000

Others Institutions Holding IWV

# of Institutions
858
Shares Held
26.1M
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
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