Naples Global Advisors, LLC Ishares Russell 3000 ETF Transaction History

Naples Global Advisors, LLC

  • $1.13 Billion
  • Q2 2025

A detailed history of Naples Global Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Naples Global Advisors, LLC holds 3,348 shares of IWV stock, worth $1.21 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,348
Previous 1,760 90.23%
Holding current value
$1.21 Million
Previous $556,000 111.33%
% of portfolio
0.1%
Previous 0.05%

Shares

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

Jul 18, 2025
BUY
$281.67 - $351.0 $447,291 - $557,388
1,588 Added 90.23%
3,348 $1.18 Million
Q1 2025

Apr 10, 2025
BUY
$313.1 - $349.83 $551,056 - $615,700
1,760 New
1,760 $556,000

Others Institutions Holding IWV

# of Institutions
919
Shares Held
27.5M
Call Options Held
19.2K
Put Options Held
7.2K
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 Naples Global Advisors, LLC Portfolio

Follow Naples Global 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 Naples Global Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naples Global Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email