Naviter Wealth, LLC Ishares Russell 3000 ETF Transaction History

Naviter Wealth, LLC

  • $710 Million
  • Q3 2024

A detailed history of Naviter Wealth, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Naviter Wealth, LLC holds 680 shares of IWV stock, worth $227,874. This represents 0.03% of its overall portfolio holdings.

Number of Shares
680
Previous 680 -0.0%
Holding current value
$227,874
Previous $209,000 6.22%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
BUY
$268.36 - $300.08 $182,484 - $204,054
680 New
680 $204,000
Q4 2022

Jan 31, 2023
BUY
$206.89 - $235.47 $5.67 Million - $6.45 Million
27,412 New
27,412 $6.05 Million

Others Institutions Holding IWV

# of Institutions
850
Shares Held
26.8M
Call Options Held
19.5K
Put Options Held
3K
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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