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

Lakeshore Financial Planning, Inc.

  • $234 Billion
  • Q4 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 9,218 shares of IWV stock, worth $3.12 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
9,218
Previous 9,230 0.13%
Holding current value
$3.12 Million
Previous $3.02 Billion 2.17%
% of portfolio
1.31%
Previous 1.33%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$323.08 - $349.08 $3,876 - $4,188
-12 Reduced 0.13%
9,218 $3.08 Billion
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
926
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
Track This Portfolio

Track Lakeshore Financial Planning, Inc. Portfolio

Follow Lakeshore Financial Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lakeshore Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lakeshore Financial Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email