Moneywise, Inc. Ishares Russell 3000 ETF Transaction History

Moneywise, Inc.

$204 Million
Q3 2025

A detailed history of Moneywise, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Moneywise, Inc. holds 38,649 shares of IWV stock, worth $14.7 Million. This represents 7.16% of its overall portfolio holdings.

Number of Shares

38,649

Previous 39,085 1.12%

Holding current value

$14.7 Million

Previous $13.7 Million 6.76%

% of portfolio

7.16%

Previous 6.9%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$351.04 - $379.81 $153,053 - $165,597	-436 Reduced 1.12%	38,649 $14.6 Million
Q2 2025 Jul 15, 2025	BUY	$281.67 - $351.0 $617,702 - $769,743	2,193 Added 5.94%	39,085 $13.7 Million
Q1 2025 Apr 22, 2025	BUY	$313.1 - $349.83 $381,668 - $426,442	1,219 Added 3.42%	36,892 $11.7 Million
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

947

Shares Held

26.8M

Call Options Held

22K

Put Options Held

5.3K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
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