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 $962,179. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,792
Previous 885 215.48%
Holding current value
$962,179
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
851
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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