Mycio Wealth Partners, LLC Ishares Russell 3000 ETF Transaction History

Mycio Wealth Partners, LLC

$435 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	$128.35 - $198.13 $1.22 Million - $1.89 Million	-9,535 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$168.6 - $189.08 $282,910 - $317,276	1,678 Added 21.36%	9,535 $1.8 Million
Q3 2019 Nov 12, 2019	BUY	$172.91 - $176.69 $570,603 - $583,077	3,300 Added 72.42%	7,857 $1.37 Million
Q2 2019 Aug 05, 2019	BUY	N/A	21 Added 0.46%	4,557 $785,000
Q1 2019 Apr 18, 2019	BUY	N/A	16 Added 0.35%	4,536 $756,000
Q4 2018 Jan 22, 2019	BUY	N/A	42 Added 0.94%	4,520 $664,000
Q3 2018 Oct 25, 2018	BUY	N/A	469 Added 11.7%	4,478 $772,000
Q2 2018 Jul 19, 2018	BUY	N/A	4,009 New	4,009 $651,000
Q4 2017 Jan 31, 2018	SELL	N/A	-1,694 Closed	0 $0
Q3 2017 Oct 19, 2017	BUY	N/A	1,694	1,694 $253,000

Others Institutions Holding IWV

# of Institutions

852

Shares Held

26.8M

Call Options Held

19.5K

Put Options Held

3K

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mycio Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mycio Wealth Partners, LLC with notifications on news.