Lji Wealth Management, LLC Ishares Russell 3000 ETF Transaction History

Lji Wealth Management, LLC

  • $508 Billion
  • Q4 2024

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 607 shares of IWV stock, worth $191,805. This represents 0.04% of its overall portfolio holdings.

Number of Shares
607
Previous 729 16.74%
Holding current value
$191,805
Previous $238 Million 14.82%
% of portfolio
0.04%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
931
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 Lji Wealth Management, LLC Portfolio

Follow Lji Wealth Management, LLC 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 Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email