Motive Wealth Advisors Ishares Russell 3000 ETF Transaction History

Motive Wealth Advisors

$185 Million
Q4 2024

A detailed history of Motive Wealth Advisors transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Motive Wealth Advisors holds 4,508 shares of IWV stock, worth $1.55 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

4,508

Previous 4,544 0.79%

Holding current value

$1.55 Million

Previous $1.48 Million 1.48%

% of portfolio

0.81%

Previous 0.85%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$323.08 - $349.08 $11,630 - $12,566	-36 Reduced 0.79%	4,508 $1.51 Million
Q1 2024 May 06, 2024	BUY	$268.36 - $300.08 $1.22 Million - $1.36 Million	4,544 New	4,544 $1.36 Million
Q4 2022 Jan 27, 2023	SELL	$206.89 - $235.47 $23,171 - $26,372	-112 Reduced 2.38%	4,599 $0
Q1 2022 May 03, 2022	SELL	$242.02 - $279.09 $639,658 - $737,634	-2,643 Reduced 35.94%	4,711 $1.24 Million
Q4 2021 Feb 08, 2022	BUY	$254.66 - $279.11 $1.22 Million - $1.34 Million	4,784 Added 186.15%	7,354 $2.04 Million
Q2 2021 Aug 16, 2021	BUY	$240.32 - $256.01 $617,622 - $657,945	2,570 New	2,570 $658,000

Others Institutions Holding IWV

# of Institutions

864

Shares Held

26.4M

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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Motive Wealth Advisors Ishares Russell 3000 ETF Transaction History