Lji Wealth Management, LLC Ishares Russell 3000 ETF Transaction History

Lji Wealth Management, LLC

  • $574 Billion
  • Q2 2025

A detailed history of Lji Wealth Management, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Lji Wealth Management, LLC holds 647 shares of IWV stock, worth $233,948. This represents 0.04% of its overall portfolio holdings.

Number of Shares
647
Holding current value
$233,948
% of portfolio
0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
BUY
$281.67 - $351.0 $182,240 - $227,097
647 New
647 $227 Million
Q4 2024

Jan 28, 2025
SELL
$323.08 - $349.08 $39,415 - $42,587
-122 Reduced 16.74%
607 $203 Million
Q1 2024

May 15, 2024
BUY
$268.36 - $300.08 $195,634 - $218,758
729 New
729 $219 Million

Others Institutions Holding IWV

# of Institutions
908
Shares Held
26.4M
Call Options Held
16.1K
Put Options Held
8.2K
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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