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

Lakeshore Financial Planning, Inc.

  • $227 Billion
  • Q3 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 9,230 shares of IWV stock, worth $3.18 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
9,230
Previous 9,280 0.54%
Holding current value
$3.18 Million
Previous $2.86 Billion 5.28%
% of portfolio
1.33%
Previous 1.4%

Shares

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

Oct 31, 2024
SELL
$294.75 - $326.73 $14,737 - $16,336
-50 Reduced 0.54%
9,230 $3.02 Billion
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
864
Shares Held
26.4M
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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