Lowe Wealth Advisors, LLC Ishares Russell 3000 ETF Transaction History

Lowe Wealth Advisors, LLC

$232 Million
Q4 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 3,780 shares of IWV stock, worth $1.22 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

3,780

Previous 4,289 11.87%

Holding current value

$1.22 Million

Previous $1.4 Million 9.85%

% of portfolio

0.54%

Previous 0.61%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	SELL	$323.08 - $349.08 $164,447 - $177,681	-509 Reduced 11.87%	3,780 $1.26 Million
Q3 2024 Oct 02, 2024	SELL	$294.75 - $326.73 $96,383 - $106,840	-327 Reduced 7.08%	4,289 $1.4 Million
Q2 2024 Jul 09, 2024	SELL	$283.16 - $309.9 $56,632 - $61,979	-200 Reduced 4.15%	4,616 $1.42 Million
Q1 2024 Apr 08, 2024	SELL	$268.36 - $300.08 $13,418 - $15,004	-50 Reduced 1.03%	4,816 $1.45 Million
Q2 2023 Jul 06, 2023	BUY	$231.57 - $254.48 $23,157 - $25,448	100 Added 2.1%	4,866 $1.24 Million
Q1 2023 Apr 05, 2023	SELL	$218.83 - $242.18 $39,389 - $43,592	-180 Reduced 3.64%	4,766 $1.12 Million
Q2 2022 Jul 07, 2022	SELL	$210.65 - $265.31 $10,532 - $13,265	-50 Reduced 1.0%	4,946 $1.08 Million
Q1 2022 Apr 08, 2022	SELL	$242.02 - $279.09 $14,521 - $16,745	-60 Reduced 1.19%	4,996 $1.31 Million
Q3 2021 Oct 05, 2021	SELL	$251.89 - $269.0 $50,378 - $53,800	-200 Reduced 3.81%	5,056 $1.29 Million
Q2 2021 Jul 01, 2021	SELL	$240.32 - $256.01 $24,032 - $25,601	-100 Reduced 1.87%	5,256 $0
Q1 2021 Apr 06, 2021	SELL	$220.59 - $239.53 $171,839 - $186,593	-779 Reduced 12.7%	5,356 $1.27 Million
Q4 2020 Jan 07, 2021	SELL	$191.94 - $223.55 $19,194 - $22,355	-100 Reduced 1.6%	6,135 $1.37 Million
Q2 2020 Jul 08, 2020	SELL	$141.33 - $188.81 $134,263 - $179,369	-950 Reduced 13.22%	6,235 $1.12 Million
Q1 2020 Apr 10, 2020	SELL	$128.35 - $198.13 $89,203 - $137,700	-695 Reduced 8.82%	7,185 $1.07 Million
Q4 2019 Jan 15, 2020	SELL	$168.6 - $189.08 $166,914 - $187,189	-990 Reduced 11.16%	7,880 $1.49 Million
Q3 2019 Oct 08, 2019	SELL	$172.91 - $176.69 $76,426 - $78,096	-442 Reduced 4.75%	8,870 $1.54 Million
Q2 2019 Jul 10, 2019	SELL	N/A	-215 Reduced 2.26%	9,312 $1.61 Million
Q1 2019 Apr 08, 2019	SELL	N/A	-301 Reduced 3.06%	9,527 $1.59 Million
Q4 2018 Jan 10, 2019	SELL	N/A	-817 Reduced 7.67%	9,828 $1.44 Million
Q3 2018 Oct 30, 2018	SELL	N/A	-300 Reduced 2.74%	10,645 $1.83 Million
Q1 2018 Apr 06, 2018	SELL	N/A	-85 Reduced 0.77%	10,945 $1.71 Million
Q4 2017 Jan 18, 2018	SELL	N/A	-300 Reduced 2.65%	11,030 $1.75 Million
Q3 2017 Oct 05, 2017	BUY	N/A	11,330	11,330 $1.69 Million

Others Institutions Holding IWV

# of Institutions

929

Shares Held

27.1M

Call Options Held

17.4K

Put Options Held

6.4K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

More about IWV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lowe Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lowe Wealth Advisors, LLC with notifications on news.

Account

Lowe Wealth Advisors, LLC Ishares Russell 3000 ETF Transaction History