Lyell Wealth Management, LP Ishares Russell 3000 ETF Transaction History

Lyell Wealth Management, LP

  • $1.24 Billion
  • Q2 2025

A detailed history of Lyell Wealth Management, LP transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Lyell Wealth Management, LP holds 1,150 shares of IWV stock, worth $416,357. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,150
Previous 1,150 -0.0%
Holding current value
$416,357
Previous $365,000 10.41%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Aug 08, 2024
SELL
$283.16 - $309.9 $62,295 - $68,178
-220 Reduced 16.06%
1,150 $354,000
Q1 2024

May 03, 2024
BUY
$268.36 - $300.08 $367,653 - $411,109
1,370 New
1,370 $411,000

Others Institutions Holding IWV

# of Institutions
909
Shares Held
26.5M
Call Options Held
16.1K
Put Options Held
8.2K
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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