Modern Wealth Management, LLC Ishares Russell 3000 ETF Transaction History

Modern Wealth Management, LLC

  • $3.78 Billion
  • Q2 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 1,144 shares of IWV stock, worth $432,923. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,144
Previous 2,330 50.9%
Holding current value
$432,923
Previous $740,000 45.81%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$281.67 - $351.0 $334,060 - $416,286
-1,186 Reduced 50.9%
1,144 $401,000
Q1 2025

May 15, 2025
BUY
$313.1 - $349.83 $536,966 - $599,958
1,715 Added 278.86%
2,330 $740 Million
Q4 2024

Feb 11, 2025
BUY
$323.08 - $349.08 $323 - $349
1 Added 0.16%
615 $213 Million
Q3 2024

Nov 05, 2024
BUY
$294.75 - $326.73 $180,976 - $200,612
614 New
614 $200 Million

Others Institutions Holding IWV

# of Institutions
935
Shares Held
28.1M
Call Options Held
20.7K
Put Options Held
7.2K
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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