Moran Wealth Management, LLC Ishares Russell 3000 ETF Transaction History

Moran Wealth Management, LLC

  • $3.08 Billion
  • Q4 2024

A detailed history of Moran Wealth Management, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Moran Wealth Management, LLC holds 21,946 shares of IWV stock, worth $7.64 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
21,946
Previous 839 2515.73%
Holding current value
$7.64 Million
Previous $274,000 2577.01%
% of portfolio
0.24%
Previous 0.01%

Shares

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

Feb 07, 2025
BUY
$323.08 - $349.08 $6.82 Million - $7.37 Million
21,107 Added 2515.73%
21,946 $7.34 Million
Q2 2024

Aug 13, 2024
SELL
$283.16 - $309.9 $1.65 Million - $1.81 Million
-5,831 Reduced 87.42%
839 $258,000
Q1 2024

May 15, 2024
SELL
$268.36 - $300.08 $3.73 Million - $4.18 Million
-13,916 Reduced 67.6%
6,670 $2 Million
Q4 2023

Feb 07, 2024
BUY
$234.36 - $274.87 $2.82 Million - $3.31 Million
12,046 Added 141.05%
20,586 $5.64 Million
Q3 2023

Nov 13, 2023
SELL
$243.9 - $263.56 $875,113 - $945,653
-3,588 Reduced 29.58%
8,540 $2.09 Million
Q2 2023

Aug 10, 2023
BUY
$231.57 - $254.48 $291,083 - $319,881
1,257 Added 11.56%
12,128 $3.09 Million
Q1 2023

May 10, 2023
SELL
$218.83 - $242.18 $5.14 Million - $5.69 Million
-23,477 Reduced 68.35%
10,871 $2.56 Million
Q4 2022

Feb 13, 2023
BUY
$206.89 - $235.47 $7.11 Million - $8.09 Million
34,348 New
34,348 $0

Others Institutions Holding IWV

# of Institutions
923
Shares Held
31.7M
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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