Lwm Advisory Services, LLC Ishares Russell 3000 ETF Transaction History
Lwm Advisory Services, LLC
- $139 Million
- Q1 2025
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 $1.09 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
3,040
Previous 3,040
-0.0%
Holding current value
$1.09 Million
Previous $1.02 Million
5.02%
% of portfolio
0.7%
Previous 0.73%
Shares
11 transactions
Others Institutions Holding IWV
# of Institutions
911Shares Held
26.3MCall Options Held
16.1KPut Options Held
8.2K-
Scs Capital Management LLC Boston, MA1.9MShares$684 Million7.73% of portfolio
-
Morgan Stanley New York, NY1.16MShares$417 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL1.13MShares$407 Million0.05% of portfolio
-
Black Rock Inc. New York, NY1.03MShares$371 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY918KShares$330 Million0.05% of portfolio