Levy Wealth Management Group, LLC Ishares Russell 3000 ETF Transaction History

Levy Wealth Management Group, LLC

  • $376 Million
  • Q1 2024

A detailed history of Levy Wealth Management Group, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 18,387 shares of IWV stock, worth $5.68 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
18,387
Previous 18,387 -0.0%
Holding current value
$5.68 Million
Previous $5.03 Million 9.62%
% of portfolio
1.47%
Previous 1.41%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 23, 2024
BUY
$234.36 - $274.87 $18,748 - $21,989
80 Added 0.44%
18,387 $5.03 Million
Q3 2023

Oct 24, 2023
SELL
$243.9 - $263.56 $17,804 - $19,239
-73 Reduced 0.4%
18,307 $4.49 Million
Q2 2023

Jul 21, 2023
BUY
$231.57 - $254.48 $22,693 - $24,939
98 Added 0.54%
18,380 $4.68 Million
Q1 2023

May 04, 2023
SELL
$218.83 - $242.18 $69,369 - $76,771
-317 Reduced 1.7%
18,282 $4.3 Million
Q4 2022

Feb 08, 2023
BUY
$216.25 - $235.47 $372,166 - $405,243
1,721 Added 10.2%
18,599 $4.1 Million
Q3 2022

Oct 28, 2022
BUY
N/A
39 Added 0.23%
16,878 $3.49 Million
Q2 2022

Jul 27, 2022
BUY
N/A
24 Added 0.14%
16,839 $3.66 Million
Q1 2022

May 05, 2022
SELL
N/A
-51 Reduced 0.3%
16,815 $4.41 Million
Q4 2021

Feb 10, 2022
SELL
N/A
-36 Reduced 0.21%
16,866 $4.68 Million
Q3 2021

Oct 26, 2021
SELL
N/A
-107 Reduced 0.63%
16,902 $4.31 Million
Q2 2021

Aug 10, 2021
SELL
N/A
-21 Reduced 0.12%
17,009 $4.35 Million
Q1 2021

May 10, 2021
SELL
N/A
-16 Reduced 0.09%
17,030 $4.04 Million
Q4 2020

Feb 10, 2021
BUY
N/A
17,046 New
17,046 $3.81 Million

Others Institutions Holding IWV

# of Institutions
803
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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