Meritage Portfolio Management Ishares Russell 3000 ETF Transaction History

Meritage Portfolio Management

  • $1.47 Billion
  • Q3 2025

A detailed history of Meritage Portfolio Management transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Meritage Portfolio Management holds 818 shares of IWV stock, worth $311,265. This represents 0.02% of its overall portfolio holdings.

Number of Shares
818
Previous 709 15.37%
Holding current value
$311,265
Previous $248,000 24.6%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$351.04 - $379.81 $38,263 - $41,399
109 Added 15.37%
818 $309,000
Q3 2024

Nov 04, 2024
SELL
$294.75 - $326.73 $3,242 - $3,594
-11 Reduced 1.53%
709 $232,000
Q1 2024

Apr 29, 2024
BUY
$268.36 - $300.08 $193,219 - $216,057
720 New
720 $216,000
Q1 2022

Apr 25, 2022
SELL
$242.02 - $279.09 $180,788 - $208,480
-747 Closed
0 $0
Q4 2021

Jan 28, 2022
BUY
$254.66 - $279.11 $190,231 - $208,495
747 New
747 $207,000

Others Institutions Holding IWV

# of Institutions
947
Shares Held
26.8M
Call Options Held
22K
Put Options Held
5.3K
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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