Lutz Financial Services LLC Ishares Russell 3000 ETF Transaction History

Lutz Financial Services LLC

  • $1.15 Billion
  • Q2 2024

A detailed history of Lutz Financial Services LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 14,150 shares of IWV stock, worth $4.43 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
14,150
Previous 15,253 7.23%
Holding current value
$4.43 Million
Previous $4.58 Million 4.59%
% of portfolio
0.38%
Previous 0.4%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024
SELL
$283.16 - $309.9 $312,325 - $341,819
-1,103 Reduced 7.23%
14,150 $4.37 Million
Q1 2022

Apr 25, 2022
SELL
N/A
-579 Reduced 3.66%
15,253 $4 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-2,445 Reduced 13.38%
15,832 $3.54 Million
Q2 2020

Jul 28, 2020
SELL
N/A
-3,117 Reduced 14.57%
18,277 $3.29 Million
Q1 2019

May 06, 2019
SELL
N/A
-18,033 Reduced 45.74%
21,394 $3.57 Million
Q4 2018

Feb 13, 2019
BUY
N/A
33,703 Added 588.8%
39,427 $5.79 Million
Q3 2018

Nov 13, 2018
BUY
N/A
5,724 New
5,724 $986,000

Others Institutions Holding IWV

# of Institutions
831
Shares Held
26.4M
Call Options Held
18.7K
Put Options Held
4.9K
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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