Lwm Advisory Services, LLC Ishares Russell 3000 ETF Transaction History
Lwm Advisory Services, LLC
- $139 Million
- Q4 2024
A detailed history of Lwm Advisory Services, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 3,040 shares of IWV stock, worth $960,609. This represents 0.73% of its overall portfolio holdings.
Number of Shares
3,040
Previous 3,146
3.37%
Holding current value
$960,609
Previous $1.03 Million
1.07%
% of portfolio
0.73%
Previous 0.78%
Shares
11 transactions
Others Institutions Holding IWV
# of Institutions
932Shares Held
27.1MCall Options Held
17.4KPut Options Held
6.4K-
Scs Capital Management LLC Boston, MA1.75MShares$552 Million12.03% of portfolio
-
Northern Trust Corp Chicago, IL1.15MShares$365 Million0.06% of portfolio
-
Morgan Stanley New York, NY1.14MShares$359 Million0.03% of portfolio
-
Black Rock Inc. New York, NY1.03MShares$327 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.02MShares$322 Million0.03% of portfolio