Lauterbach Financial Advisors, LLC Ishares Russell 3000 ETF Transaction History

Lauterbach Financial Advisors, LLC

  • $174 Million
  • Q2 2025

A detailed history of Lauterbach Financial Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 1,095 shares of IWV stock, worth $414,380. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,095
Previous 1,095 -0.0%
Holding current value
$414,380
Previous $347,000 10.66%
% of portfolio
0.22%
Previous 0.23%

Shares

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

May 08, 2024
BUY
$268.36 - $300.08 $268 - $300
1 Added 0.09%
1,095 $328,000
Q4 2023

Jan 18, 2024
BUY
$234.36 - $274.87 $256,389 - $300,707
1,094 New
1,094 $299,000

Others Institutions Holding IWV

# of Institutions
930
Shares Held
28.1M
Call Options Held
20.7K
Put Options Held
7.2K
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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