Mc Elhenny Sheffield Capital Management, LLC Ishares Russell 3000 ETF Transaction History

Mc Elhenny Sheffield Capital Management, LLC

$303 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 11, 2023	BUY	$206.89 - $235.47 $31 Million - $35.3 Million	150,000 New	150,000 $0

Others Institutions Holding IWV

# of Institutions

852

Shares Held

26.8M

Call Options Held

19.5K

Put Options Held

Scs Capital Management LLC Boston, MA

1.95M
Shares

$670 Million
12.83% of portfolio
Northern Trust Corp Chicago, IL

1.07M
Shares

$369 Million
0.06% of portfolio
Morgan Stanley New York, NY

1.07M
Shares

$368 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.03M
Shares

$356 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

944K
Shares

$325 Million
0.03% of portfolio

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

More about IWV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Elhenny Sheffield Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mc Elhenny Sheffield Capital Management, LLC with notifications on news.

Account