A detailed history of Planning Alternatives LTD transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Planning Alternatives LTD holds 7,718 shares of IWV stock, worth $2.6 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
7,718
Previous 7,770 0.67%
Holding current value
$2.6 Million
Previous $2.4 Million 5.13%
% of portfolio
0.39%
Previous 0.39%

Shares

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

Nov 12, 2024

SELL
$294.75 - $326.73 $15,327 - $16,989
-52 Reduced 0.67%
7,718 $2.52 Million
Q2 2024

Jul 25, 2024

SELL
$283.16 - $309.9 $15,856 - $17,354
-56 Reduced 0.72%
7,770 $2.4 Million
Q1 2024

Apr 17, 2024

BUY
$268.36 - $300.08 $67,626 - $75,620
252 Added 3.33%
7,826 $2.35 Million
Q4 2021

Jan 25, 2022

SELL
$254.66 - $279.11 $1.27 Million - $1.39 Million
-4,986 Reduced 39.7%
7,574 $2.1 Million
Q3 2021

Oct 19, 2021

SELL
$251.89 - $269.0 $27,204 - $29,052
-108 Reduced 0.85%
12,560 $3.2 Million
Q4 2020

Jan 29, 2021

SELL
$191.94 - $223.55 $137,045 - $159,614
-714 Reduced 5.34%
12,668 $2.83 Million
Q3 2020

Oct 14, 2020

SELL
$180.98 - $208.68 $65,514 - $75,542
-362 Reduced 2.63%
13,382 $2.62 Million
Q2 2020

Jul 24, 2020

SELL
$141.33 - $188.81 $191,219 - $255,459
-1,353 Reduced 8.96%
13,744 $2.48 Million
Q1 2020

May 04, 2020

SELL
$128.35 - $198.13 $606,197 - $935,767
-4,723 Reduced 23.83%
15,097 $2.24 Million
Q4 2019

Jan 27, 2020

SELL
$168.6 - $189.08 $263,521 - $295,532
-1,563 Reduced 7.31%
19,820 $3.74 Million
Q3 2019

Oct 16, 2019

SELL
$172.91 - $176.69 $249,854 - $255,317
-1,445 Reduced 6.33%
21,383 $3.72 Million
Q2 2019

Jul 24, 2019

SELL
N/A
-298 Reduced 1.29%
22,828 $3.94 Million
Q1 2019

May 06, 2019

SELL
N/A
-10,874 Reduced 31.98%
23,126 $3.86 Million
Q4 2018

Feb 07, 2019

SELL
N/A
-1,927 Reduced 5.36%
34,000 $5 Million
Q3 2018

Oct 29, 2018

SELL
N/A
-1,566 Reduced 4.18%
35,927 $6.19 Million
Q2 2018

Jul 26, 2018

SELL
N/A
-1,356 Reduced 3.49%
37,493 $6.09 Million
Q1 2018

May 01, 2018

SELL
N/A
-1,615 Reduced 3.99%
38,849 $6.07 Million
Q4 2017

Feb 02, 2018

SELL
N/A
-1 Reduced -0.0%
40,464 $6.4 Million
Q3 2017

Oct 19, 2017

BUY
N/A
40,465
40,465 $6.04 Million

Others Institutions Holding IWV

About ISHARES RUSSELL 3000 ETF


  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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