New Edge Wealth, LLC Ishares Russell 3000 ETF Transaction History

New Edge Wealth, LLC

  • $5.41 Billion
  • Q3 2024

A detailed history of New Edge Wealth, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, New Edge Wealth, LLC holds 2,792 shares of IWV stock, worth $954,696. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,792
Previous 885 215.48%
Holding current value
$954,696
Previous $273,000 234.07%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$294.75 - $326.73 $562,088 - $623,074
1,907 Added 215.48%
2,792 $912,000
Q2 2024

Aug 01, 2024
BUY
$283.16 - $309.9 $250,596 - $274,261
885 New
885 $273,000

Others Institutions Holding IWV

# of Institutions
858
Shares Held
26.1M
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
Track This Portfolio

Track New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, 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 New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email