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 4,616 shares of IWV stock, worth $1.45 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
4,616
Previous 4,816 4.15%
Holding current value
$1.45 Million
Previous $1.45 Million 1.45%
% of portfolio
0.65%
Previous 0.68%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-50 Reduced 1.0%
4,946 $1.08 Million
Q1 2022

Apr 08, 2022

SELL
N/A
-60 Reduced 1.19%
4,996 $1.31 Million
Q3 2021

Oct 05, 2021

SELL
N/A
-200 Reduced 3.81%
5,056 $1.29 Million
Q2 2021

Jul 01, 2021

SELL
N/A
-100 Reduced 1.87%
5,256 $0
Q1 2021

Apr 06, 2021

SELL
N/A
-779 Reduced 12.7%
5,356 $1.27 Million
Q4 2020

Jan 07, 2021

SELL
N/A
-100 Reduced 1.6%
6,135 $1.37 Million
Q2 2020

Jul 08, 2020

SELL
N/A
-950 Reduced 13.22%
6,235 $1.12 Million
Q1 2020

Apr 10, 2020

SELL
N/A
-695 Reduced 8.82%
7,185 $1.07 Million
Q4 2019

Jan 15, 2020

SELL
N/A
-990 Reduced 11.16%
7,880 $1.49 Million
Q3 2019

Oct 08, 2019

SELL
N/A
-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

About ISHARES RUSSELL 3000 ETF


  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
Track This Portfolio

Track Lowe Wealth Advisors, LLC Portfolio

Follow Lowe Wealth Advisors, 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 Lowe Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

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