Phillips Financial Management, LLC Ishares Russell 3000 ETF Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024

A detailed history of Phillips Financial Management, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 473 shares of IWV stock, worth $162,300. This represents 0.01% of its overall portfolio holdings.

Number of Shares
473
Previous 489 3.27%
Holding current value
$162,300
Previous $150,000 2.67%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$294.75 - $326.73 $4,716 - $5,227
-16 Reduced 3.27%
473 $154,000
Q3 2023

Nov 09, 2023
SELL
$243.9 - $263.56 $13,902 - $15,022
-57 Reduced 10.44%
489 $119,000
Q3 2022

Nov 08, 2022
BUY
$207.04 - $249.4 $113,043 - $136,172
546 New
546 $113,000

Others Institutions Holding IWV

# of Institutions
851
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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