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

Philip James Wealth Mangement, LLC

  • $774 Billion
  • Q4 2024

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 657 shares of IWV stock, worth $208,998. This represents 0.03% of its overall portfolio holdings.

Number of Shares
657
Previous 655 0.31%
Holding current value
$208,998
Previous $214 Million 2.61%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
928
Shares Held
27.1M
Call Options Held
17.4K
Put Options Held
6.4K
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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