Philip James Wealth Mangement, LLC Ishares Russell 3000 ETF Transaction History

Philip James Wealth Mangement, LLC

  • $857 Billion
  • Q3 2025

A detailed history of Philip James Wealth Mangement, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 662 shares of IWV stock, worth $251,904. This represents 0.03% of its overall portfolio holdings.

Number of Shares
662
Previous 661 0.15%
Holding current value
$251,904
Previous $232 Million 8.23%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$351.04 - $379.81 $351 - $379
1 Added 0.15%
662 $251 Million
Q2 2025

Jul 18, 2025
BUY
$281.67 - $351.0 $563 - $702
2 Added 0.3%
661 $232 Million
Q1 2025

Apr 24, 2025
BUY
$313.1 - $349.83 $626 - $699
2 Added 0.3%
659 $209 Million
Q4 2024

Jan 31, 2025
BUY
$323.08 - $349.08 $646 - $698
2 Added 0.31%
657 $220 Million
Q3 2024

Oct 31, 2024
BUY
$294.75 - $326.73 $589 - $653
2 Added 0.31%
655 $214 Million
Q2 2024

Jul 23, 2024
BUY
$283.16 - $309.9 $184,903 - $202,364
653 New
653 $202 Million

Others Institutions Holding IWV

# of Institutions
947
Shares Held
26.8M
Call Options Held
22K
Put Options Held
5.3K
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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