Moss Adams Wealth Advisors LLC Ishares Russell 3000 ETF Transaction History

Moss Adams Wealth Advisors LLC

  • $1.1 Trillion
  • Q2 2025

A detailed history of Moss Adams Wealth Advisors LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 51,225 shares of IWV stock, worth $18.3 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
51,225
Previous 40,438 26.68%
Holding current value
$18.3 Million
Previous $12.8 Billion 39.98%
% of portfolio
1.63%
Previous 1.35%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$281.67 - $351.0 $3.04 Million - $3.79 Million
10,787 Added 26.68%
51,225 $18 Billion
Q1 2025

Apr 14, 2025
BUY
$313.1 - $349.83 $660,954 - $738,491
2,111 Added 5.51%
40,438 $12.8 Billion
Q4 2024

Jan 15, 2025
SELL
$323.08 - $349.08 $295,941 - $319,757
-916 Reduced 2.33%
38,327 $12.8 Billion
Q3 2024

Oct 17, 2024
SELL
$294.75 - $326.73 $466,294 - $516,886
-1,582 Reduced 3.88%
39,243 $12.8 Billion
Q2 2024

Jul 23, 2024
SELL
$283.16 - $309.9 $233,890 - $255,977
-826 Reduced 1.98%
40,825 $12.6 Billion
Q1 2024

May 07, 2024
BUY
$268.36 - $300.08 $1.97 Million - $2.2 Million
7,328 Added 21.35%
41,651 $12.5 Billion
Q4 2023

Feb 06, 2024
SELL
$234.36 - $274.87 $531,294 - $623,130
-2,267 Reduced 6.2%
34,323 $9.4 Billion
Q3 2023

Dec 20, 2023
SELL
$243.9 - $263.56 $1.25 Million - $1.35 Million
-5,111 Reduced 12.26%
36,590 $8.98 Billion
Q2 2023

Dec 20, 2023
BUY
$231.57 - $254.48 $557,852 - $613,042
2,409 Added 6.13%
41,701 $10.6 Billion
Q1 2023

Dec 20, 2023
SELL
$218.83 - $242.18 $2.97 Million - $3.28 Million
-13,550 Reduced 25.64%
39,292 $9.25 Billion
Q4 2022

Dec 20, 2023
BUY
$206.89 - $235.47 $10.9 Million - $12.4 Million
52,842 New
52,842 $11.7 Billion

Others Institutions Holding IWV

# of Institutions
908
Shares Held
26.4M
Call Options Held
16.1K
Put Options Held
8.2K
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 Moss Adams Wealth Advisors LLC Portfolio

Follow Moss Adams Wealth Advisors LLC 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 Moss Adams Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moss Adams Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email