Moisand Fitzgerald Tamayo, LLC Ishares Russell 3000 ETF Transaction History

Moisand Fitzgerald Tamayo, LLC

  • $681 Million
  • Q4 2024

A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 5,548 shares of IWV stock, worth $1.88 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
5,548
Previous 5,903 6.01%
Holding current value
$1.88 Million
Previous $1.93 Million 3.84%
% of portfolio
0.27%
Previous 0.27%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$323.08 - $349.08 $114,693 - $123,923
-355 Reduced 6.01%
5,548 $1.85 Million
Q3 2023

Oct 20, 2023
SELL
$243.9 - $263.56 $8,780 - $9,488
-36 Reduced 0.61%
5,903 $1.45 Million
Q2 2022

Aug 01, 2022
BUY
$210.65 - $265.31 $742,751 - $935,483
3,526 Added 146.13%
5,939 $1.29 Million
Q1 2022

Apr 29, 2022
SELL
$242.02 - $279.09 $895,474 - $1.03 Million
-3,700 Reduced 60.53%
2,413 $633,000
Q2 2021

Aug 03, 2021
SELL
$240.32 - $256.01 $5,287 - $5,632
-22 Reduced 0.36%
6,113 $1.56 Million
Q4 2020

Feb 02, 2021
SELL
$191.94 - $223.55 $4,606 - $5,365
-24 Reduced 0.39%
6,135 $1.37 Million
Q2 2020

Aug 07, 2020
SELL
$141.33 - $188.81 $5,229 - $6,985
-37 Reduced 0.6%
6,159 $1.11 Million
Q4 2019

Jan 16, 2020
SELL
$168.6 - $189.08 $5,901 - $6,617
-35 Reduced 0.56%
6,196 $1.17 Million
Q2 2019

Aug 05, 2019
SELL
N/A
-22 Reduced 0.35%
6,231 $1.07 Million
Q4 2017

Jan 23, 2018
SELL
N/A
-92 Reduced 1.45%
6,253 $989,000
Q2 2017

Aug 08, 2017
BUY
N/A
6,345
6,345 $914,000

Others Institutions Holding IWV

# of Institutions
926
Shares Held
27.1M
Call Options Held
17.4K
Put Options Held
6.4K
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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