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 $121,388. This represents 0.05% of its overall portfolio holdings.

Number of Shares
355
Previous 355 -0.0%
Holding current value
$121,388
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
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 Optimum Investment Advisors Portfolio

Follow Optimum Investment Advisors 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 Optimum Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Optimum Investment Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email