Midwest Professional Planners, Ltd. Ishares Russell 3000 ETF Transaction History

Midwest Professional Planners, Ltd.

$324 Million
Q3 2024

A detailed history of Midwest Professional Planners, Ltd. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Midwest Professional Planners, Ltd. holds 12,501 shares of IWV stock, worth $4.22 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares

12,501

Previous 21,739 42.5%

Holding current value

$4.22 Million

Previous $6.71 Million 39.14%

% of portfolio

1.26%

Previous 2.26%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$294.75 - $326.73 $2.72 Million - $3.02 Million	-9,238 Reduced 42.5%	12,501 $4.08 Million
Q2 2024 Aug 06, 2024	BUY	$283.16 - $309.9 $2.28 Million - $2.49 Million	8,043 Added 58.73%	21,739 $6.71 Million
Q1 2024 May 09, 2024	SELL	$268.36 - $300.08 $274,532 - $306,981	-1,023 Reduced 6.95%	13,696 $4.11 Million
Q4 2023 Feb 15, 2024	SELL	$234.36 - $274.87 $438,487 - $514,281	-1,871 Reduced 11.28%	14,719 $4.03 Million
Q3 2023 Nov 13, 2023	SELL	$243.9 - $263.56 $362,191 - $391,386	-1,485 Reduced 8.22%	16,590 $4.07 Million
Q2 2023 Aug 07, 2023	SELL	$231.57 - $254.48 $7.85 Million - $8.62 Million	-33,885 Reduced 65.21%	18,075 $4.6 Million
Q1 2023 May 15, 2023	BUY	$218.83 - $242.18 $4.51 Million - $4.99 Million	20,613 Added 65.76%	51,960 $12.2 Million
Q4 2022 Feb 10, 2023	SELL	$206.89 - $235.47 $1.68 Million - $1.91 Million	-8,106 Reduced 20.55%	31,347 $6.92 Million
Q3 2022 Nov 10, 2022	SELL	$207.04 - $249.4 $3.12 Million - $3.76 Million	-15,074 Reduced 27.65%	39,453 $8.17 Million
Q2 2022 Aug 09, 2022	BUY	$210.65 - $265.31 $883,466 - $1.11 Million	4,194 Added 8.33%	54,527 $11.9 Million
Q1 2022 May 11, 2022	BUY	$242.02 - $279.09 $1.51 Million - $1.74 Million	6,226 Added 14.12%	50,333 $13.2 Million
Q4 2021 Feb 10, 2022	BUY	$254.66 - $279.11 $1.83 Million - $2 Million	7,172 Added 19.42%	44,107 $12.2 Million
Q3 2021 Nov 08, 2021	SELL	$251.89 - $269.0 $1.47 Million - $1.57 Million	-5,826 Reduced 13.62%	36,935 $9.4 Million
Q2 2021 Aug 10, 2021	BUY	$240.32 - $256.01 $3.58 Million - $3.81 Million	14,886 Added 53.4%	42,761 $10.9 Million
Q1 2021 May 17, 2021	SELL	$220.59 - $239.53 $3.53 Million - $3.83 Million	-16,007 Reduced 36.48%	27,875 $4.14 Million
Q4 2020 Mar 11, 2021	BUY	$191.94 - $223.55 $1.64 Million - $1.92 Million	8,569 Added 24.27%	43,882 $9.81 Million
Q3 2020 Nov 06, 2020	SELL	$180.98 - $208.68 $1.33 Million - $1.54 Million	-7,371 Reduced 17.27%	35,313 $6.91 Million
Q2 2020 Aug 14, 2020	BUY	$141.33 - $188.81 $2.09 Million - $2.8 Million	14,809 Added 53.13%	42,684 $7.69 Million
Q1 2020 May 05, 2020	BUY	$128.35 - $198.13 $336,533 - $519,496	2,622 Added 10.38%	27,875 $4.14 Million
Q4 2019 Feb 11, 2020	SELL	$168.6 - $189.08 $1.76 Million - $1.97 Million	-10,417 Reduced 29.2%	25,253 $4.76 Million
Q3 2019 Nov 14, 2019	BUY	$172.91 - $176.69 $957,748 - $978,685	5,539 Added 18.38%	35,670 $6.2 Million
Q2 2019 Aug 12, 2019	BUY	N/A	4,452 Added 17.34%	30,131 $5.19 Million
Q1 2019 May 08, 2019	BUY	N/A	10,845 Added 73.11%	25,679 $4.28 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-4,400 Reduced 22.88%	14,834 $2.18 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-15,454 Reduced 44.55%	19,234 $3.31 Million
Q2 2018 Aug 10, 2018	BUY	N/A	24,505 Added 240.65%	34,688 $5.63 Million
Q1 2018 May 15, 2018	SELL	N/A	-3,227 Reduced 24.06%	10,183 $1.59 Million
Q4 2017 Feb 13, 2018	BUY	N/A	13,410	13,410 $2.12 Million

Others Institutions Holding IWV

# of Institutions

851

Shares Held

26.8M

Call Options Held

19.5K

Put Options Held

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 Midwest Professional Planners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Midwest Professional Planners, Ltd. with notifications on news.

Account

Midwest Professional Planners, Ltd. Ishares Russell 3000 ETF Transaction History