Newton One Investments LLC Ishares Russell 3000 ETF Transaction History

Newton One Investments LLC

  • $227 Million
  • Q1 2024

A detailed history of Newton One Investments LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Newton One Investments LLC holds 639 shares of IWV stock, worth $200,869. This represents 0.08% of its overall portfolio holdings.

Number of Shares
639
Previous 637 0.31%
Holding current value
$200,869
Previous $174,000 9.77%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Apr 16, 2024
BUY
$268.36 - $300.08 $536 - $600
2 Added 0.31%
639 $191,000
Q4 2023

Jan 22, 2024
BUY
$234.36 - $274.87 $1,171 - $1,374
5 Added 0.79%
637 $174,000
Q2 2023

Jul 20, 2023
BUY
$231.57 - $254.48 $231 - $254
1 Added 0.16%
632 $160,000
Q1 2023

Apr 18, 2023
BUY
$218.83 - $242.18 $656 - $726
3 Added 0.48%
631 $148,000
Q4 2021

Jan 25, 2022
BUY
N/A
4 Added 0.64%
628 $174,000
Q2 2021

Jul 16, 2021
BUY
N/A
3 Added 0.48%
624 $160,000
Q4 2020

Jan 28, 2021
BUY
N/A
621 New
621 $139,000

Others Institutions Holding IWV

# of Institutions
804
Shares Held
25.2M
Call Options Held
24.2K
Put Options Held
10.5K
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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