Mps Loria Financial Planners, LLC Ishares Russell 3000 ETF Transaction History

Mps Loria Financial Planners, LLC

  • $336 Million
  • Q1 2025

A detailed history of Mps Loria Financial Planners, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Mps Loria Financial Planners, LLC holds 14,004 shares of IWV stock, worth $4.35 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
14,004
Previous 16,051 12.75%
Holding current value
$4.35 Million
Previous $5.37 Million 17.09%
% of portfolio
1.32%
Previous 1.59%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$313.1 - $349.83 $640,915 - $716,102
-2,047 Reduced 12.75%
14,004 $4.45 Million
Q4 2024

Jan 14, 2025
BUY
$323.08 - $349.08 $45,231 - $48,871
140 Added 0.88%
16,051 $5.37 Million
Q3 2024

Oct 21, 2024
BUY
$294.75 - $326.73 $16,506 - $18,296
56 Added 0.35%
15,911 $5.2 Million
Q2 2024

Jul 10, 2024
SELL
$283.16 - $309.9 $19,821 - $21,693
-70 Reduced 0.44%
15,855 $4.89 Million
Q1 2024

Apr 17, 2024
BUY
$268.36 - $300.08 $179,801 - $201,053
670 Added 4.39%
15,925 $4.78 Million
Q4 2023

Feb 07, 2024
SELL
$234.36 - $274.87 $47,575 - $55,798
-203 Reduced 1.31%
15,255 $4.18 Million
Q3 2023

Oct 20, 2023
BUY
$243.9 - $263.56 $31,463 - $33,999
129 Added 0.84%
15,458 $3.79 Million
Q2 2023

Jul 21, 2023
SELL
$231.57 - $254.48 $81,049 - $89,068
-350 Reduced 2.23%
15,329 $3.9 Million
Q1 2023

Apr 11, 2023
SELL
$218.83 - $242.18 $765,686 - $847,387
-3,499 Reduced 18.24%
15,679 $3.69 Million
Q4 2022

Jan 23, 2023
SELL
$206.89 - $235.47 $192,821 - $219,458
-932 Reduced 4.63%
19,178 $0
Q3 2022

Nov 14, 2022
SELL
$207.04 - $249.4 $27,122 - $32,671
-131 Reduced 0.65%
20,110 $4.16 Million
Q2 2022

Jul 19, 2022
SELL
$210.65 - $265.31 $40,234 - $50,674
-191 Reduced 0.93%
20,241 $4.4 Million
Q1 2022

May 10, 2022
SELL
$242.02 - $279.09 $29,768 - $34,328
-123 Reduced 0.6%
20,432 $5.36 Million
Q4 2021

Feb 07, 2022
SELL
$254.66 - $279.11 $51,695 - $56,659
-203 Reduced 0.98%
20,555 $5.7 Million
Q3 2021

Oct 29, 2021
SELL
$251.89 - $269.0 $180,353 - $192,604
-716 Reduced 3.33%
20,758 $5.29 Million
Q2 2021

Jul 20, 2021
SELL
$240.32 - $256.01 $197,783 - $210,696
-823 Reduced 3.69%
21,474 $5.5 Million
Q1 2021

May 03, 2021
SELL
$220.59 - $239.53 $882,801 - $958,599
-4,002 Reduced 15.22%
22,297 $5.29 Million
Q4 2020

Feb 02, 2021
BUY
$191.94 - $223.55 $4,990 - $5,812
26 Added 0.1%
26,299 $5.8 Million
Q3 2020

Oct 13, 2020
SELL
$180.98 - $208.68 $250,657 - $289,021
-1,385 Reduced 5.01%
26,273 $5.14 Million
Q2 2020

Aug 13, 2020
BUY
$141.33 - $188.81 $104,725 - $139,908
741 Added 2.75%
27,658 $4.98 Million
Q1 2020

May 01, 2020
SELL
$128.35 - $198.13 $107,942 - $166,627
-841 Reduced 3.03%
26,917 $3.99 Million
Q4 2019

Feb 07, 2020
SELL
$168.6 - $189.08 $79,410 - $89,056
-471 Reduced 1.67%
27,758 $5.23 Million
Q3 2019

Nov 12, 2019
SELL
$172.91 - $176.69 $274,753 - $280,760
-1,589 Reduced 5.33%
28,229 $4.91 Million
Q2 2019

Jul 31, 2019
BUY
N/A
409 Added 1.39%
29,818 $5.14 Million
Q1 2019

Apr 25, 2019
SELL
N/A
-169 Reduced 0.57%
29,409 $4.9 Million
Q4 2018

Jan 10, 2019
SELL
N/A
-248 Reduced 0.83%
29,578 $4.35 Million
Q3 2018

Nov 08, 2018
SELL
N/A
-192 Reduced 0.64%
29,826 $5.16 Million
Q2 2018

Aug 02, 2018
BUY
N/A
1,167 Added 4.04%
30,018 $4.87 Million
Q1 2018

Apr 20, 2018
SELL
N/A
-19 Reduced 0.07%
28,851 $4.51 Million
Q4 2017

Jan 24, 2018
SELL
N/A
-430 Reduced 1.47%
28,870 $4.57 Million
Q3 2017

Oct 24, 2017
BUY
N/A
21 Added 0.07%
29,300 $4.37 Million
Q2 2017

Sep 18, 2017
BUY
N/A
29,279
29,279 $4.26 Million

Others Institutions Holding IWV

# of Institutions
902
Shares Held
26.6M
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
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