Lakeshore Financial Planning, Inc. Ishares Russell 3000 ETF Transaction History

Lakeshore Financial Planning, Inc.

  • $198 Billion
  • Q1 2024

A detailed history of Lakeshore Financial Planning, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 9,280 shares of IWV stock, worth $2.91 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
9,280
Previous 10,189 8.92%
Holding current value
$2.91 Million
Previous $2.5 Billion 11.53%
% of portfolio
1.41%
Previous 1.42%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$268.36 - $300.08 $243,939 - $272,772
-909 Reduced 8.92%
9,280 $2.78 Billion
Q3 2023

Nov 14, 2023
BUY
$243.9 - $263.56 $2.49 Million - $2.69 Million
10,189 New
10,189 $2.5 Billion

Others Institutions Holding IWV

# of Institutions
804
Shares Held
25.2M
Call Options Held
24.2K
Put Options Held
10.5K
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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