Moneywise, Inc. Ishares Russell 3000 ETF Transaction History

Moneywise, Inc.

$186 Million
Q4 2024

A detailed history of Moneywise, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Moneywise, Inc. holds 35,673 shares of IWV stock, worth $12.3 Million. This represents 6.4% of its overall portfolio holdings.

Number of Shares

35,673

Previous 32,717 9.04%

Holding current value

$12.3 Million

Previous $10.7 Million 11.54%

% of portfolio

6.4%

Previous 5.54%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$323.08 - $349.08 $955,024 - $1.03 Million	2,956 Added 9.04%	35,673 $11.9 Million
Q3 2024 Oct 21, 2024	BUY	$294.75 - $326.73 $4.45 Million - $4.94 Million	15,114 Added 85.86%	32,717 $10.7 Million
Q2 2024 Jul 17, 2024	BUY	$283.16 - $309.9 $2.11 Million - $2.31 Million	7,457 Added 73.5%	17,603 $5.43 Million
Q1 2024 Apr 22, 2024	BUY	$268.36 - $300.08 $2.03 Million - $2.28 Million	7,582 Added 295.71%	10,146 $3.04 Million
Q4 2023 Jan 29, 2024	BUY	$234.36 - $274.87 $600,899 - $704,766	2,564 New	2,564 $701,000

Others Institutions Holding IWV

# of Institutions

864

Shares Held

26.4M

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

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