Optimum Investment Advisors Ishares Russell 3000 ETF Transaction History

Optimum Investment Advisors

  • $227 Million
  • Q3 2024

A detailed history of Optimum Investment Advisors transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Optimum Investment Advisors holds 355 shares of IWV stock, worth $122,467. This represents 0.05% of its overall portfolio holdings.

Number of Shares
355
Previous 355 -0.0%
Holding current value
$122,467
Previous $109,000 5.5%
% of portfolio
0.05%
Previous 0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 02, 2021
BUY
$240.32 - $256.01 $3,604 - $3,840
15 Added 4.41%
355 $91,000
Q1 2020

Apr 21, 2020
SELL
$128.35 - $198.13 $3,208 - $4,953
-25 Reduced 6.85%
340 $50,000
Q4 2019

Jan 22, 2020
BUY
$168.6 - $189.08 $4,215 - $4,727
25 Added 7.35%
365 $69,000
Q2 2019

Jul 29, 2019
BUY
N/A
255 Added 300.0%
340 $59,000
Q1 2019

May 03, 2019
SELL
N/A
-50 Reduced 37.04%
85 $14,000
Q4 2018

Feb 04, 2019
SELL
N/A
-50 Reduced 27.03%
135 $20,000
Q1 2018

May 09, 2018
BUY
N/A
185 New
185 $29,000

Others Institutions Holding IWV

# of Institutions
852
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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