Nvest Financial, LLC Ishares Russell 3000 ETF Transaction History

Nvest Financial, LLC

  • $177 Million
  • Q2 2025

A detailed history of Nvest Financial, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Nvest Financial, LLC holds 5,676 shares of IWV stock, worth $2.05 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
5,676
Previous 5,661 0.26%
Holding current value
$2.05 Million
Previous $1.8 Million 10.79%
% of portfolio
1.13%
Previous 1.02%

Shares

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

Jul 28, 2025
BUY
$281.67 - $351.0 $4,225 - $5,265
15 Added 0.26%
5,676 $1.99 Million
Q1 2025

Apr 23, 2025
BUY
$313.1 - $349.83 $4,383 - $4,897
14 Added 0.25%
5,661 $1.8 Million
Q4 2024

Jan 22, 2025
BUY
$323.08 - $349.08 $5,492 - $5,934
17 Added 0.3%
5,647 $1.89 Million
Q3 2024

Oct 09, 2024
BUY
$294.75 - $326.73 $5,600 - $6,207
19 Added 0.34%
5,630 $1.84 Million
Q2 2024

Jul 19, 2024
BUY
$283.16 - $309.9 $3,964 - $4,338
14 Added 0.25%
5,611 $1.73 Million
Q1 2024

Apr 18, 2024
BUY
$268.36 - $300.08 $3,757 - $4,201
14 Added 0.25%
5,597 $1.68 Million
Q4 2023

Jan 22, 2024
BUY
$234.36 - $274.87 $10,311 - $12,094
44 Added 0.79%
5,583 $1.53 Million
Q2 2023

Jul 20, 2023
BUY
$231.57 - $254.48 $3,473 - $3,817
15 Added 0.27%
5,539 $1.41 Million
Q1 2023

Apr 14, 2023
BUY
$218.83 - $242.18 $4,376 - $4,843
20 Added 0.36%
5,524 $1.3 Million
Q4 2022

Jan 19, 2023
BUY
$206.89 - $235.47 $5,379 - $6,122
26 Added 0.47%
5,504 $0
Q3 2022

Oct 13, 2022
BUY
$207.04 - $249.4 $5,176 - $6,235
25 Added 0.46%
5,478 $1.13 Million
Q2 2022

Jul 13, 2022
BUY
$210.65 - $265.31 $3,370 - $4,244
16 Added 0.29%
5,453 $1.19 Million
Q1 2022

Apr 26, 2022
BUY
$242.02 - $279.09 $1.32 Million - $1.52 Million
5,437 New
5,437 $1.43 Million

Others Institutions Holding IWV

# of Institutions
911
Shares Held
26.3M
Call Options Held
16.1K
Put Options Held
8.2K
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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