Mayflower Financial Advisors, LLC Ishares Russell 3000 ETF Transaction History

Mayflower Financial Advisors, LLC

  • $629 Million
  • Q3 2024

A detailed history of Mayflower Financial Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Mayflower Financial Advisors, LLC holds 1,535 shares of IWV stock, worth $519,167. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,535
Previous 1,535 -0.0%
Holding current value
$519,167
Previous $473,000 5.92%
% of portfolio
0.08%
Previous 0.04%

Shares

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

Aug 02, 2024
SELL
$283.16 - $309.9 $248,331 - $271,782
-877 Reduced 36.36%
1,535 $473,000
Q1 2024

Apr 29, 2024
BUY
$268.36 - $300.08 $536 - $600
2 Added 0.08%
2,412 $723,000
Q4 2023

Jan 22, 2024
SELL
$234.36 - $274.87 $16,405 - $19,240
-70 Reduced 2.82%
2,410 $659,000
Q2 2023

Jul 13, 2023
BUY
$231.57 - $254.48 $694 - $763
3 Added 0.12%
2,480 $631,000
Q1 2023

Apr 12, 2023
BUY
$218.83 - $242.18 $656 - $726
3 Added 0.12%
2,477 $583,000
Q4 2022

Jan 25, 2023
BUY
$206.89 - $235.47 $511,845 - $582,552
2,474 New
2,474 $0
Q3 2022

Oct 19, 2022
BUY
$207.04 - $249.4 $548,863 - $661,159
2,651 New
2,651 $549,000
Q2 2022

Jul 15, 2022
BUY
$210.65 - $265.31 $21,065 - $26,531
100 Added 3.27%
3,160 $687,000
Q1 2022

Apr 21, 2022
BUY
$242.02 - $279.09 $368,596 - $425,054
1,523 Added 99.09%
3,060 $803,000
Q3 2021

Oct 26, 2021
SELL
$251.89 - $269.0 $21,914 - $23,403
-87 Reduced 5.36%
1,537 $411,000
Q1 2021

Apr 23, 2021
SELL
$220.59 - $239.53 $35,956 - $39,043
-163 Reduced 9.12%
1,624 $385,000
Q4 2020

Apr 12, 2021
BUY
$191.94 - $223.55 $342,996 - $399,483
1,787 New
1,787 $399,000

Others Institutions Holding IWV

# of Institutions
851
Shares Held
26.8M
Call Options Held
19.5K
Put Options Held
3K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
Track This Portfolio

Track Mayflower Financial Advisors, LLC Portfolio

Follow Mayflower Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mayflower Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mayflower Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email