Moneywise, Inc. Ishares Russell 3000 ETF Transaction History

Moneywise, Inc.

  • $181 Million
  • Q2 2024

A detailed history of Moneywise, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Moneywise, Inc. holds 17,603 shares of IWV stock, worth $5.73 Million. This represents 3.0% of its overall portfolio holdings.

Number of Shares
17,603
Previous 10,146 73.5%
Holding current value
$5.73 Million
Previous $3.04 Million 78.48%
% of portfolio
3.0%
Previous 1.66%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
833
Shares Held
26.4M
Call Options Held
18.7K
Put Options Held
4.9K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
Track This Portfolio

Track Moneywise, Inc. Portfolio

Follow Moneywise, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneywise, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Moneywise, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email