Moran Wealth Management, LLC Ishares Russell 3000 ETF Transaction History

Moran Wealth Management, LLC

$3.18 Billion
Q3 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 839 shares of IWV stock, worth $286,887. This represents 0.01% of its overall portfolio holdings.

Number of Shares

839

Previous 839 -0.0%

Holding current value

$286,887

Previous $258,000 6.2%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

858

Shares Held

26.1M

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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Moran Wealth Management, LLC Ishares Russell 3000 ETF Transaction History