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
Others Institutions Holding IWV
# of Institutions
831Shares Held
26.4MCall Options Held
18.7KPut Options Held
4.9K-
Scs Capital Management LLC Boston, MA2.07MShares$648 Million13.22% of portfolio
-
Morgan Stanley New York, NY1.22MShares$380 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL1.08MShares$337 Million0.06% of portfolio
-
Black Rock Inc. New York, NY1.03MShares$323 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC933KShares$292 Million0.03% of portfolio