Planning Alternatives LTD Ishares Russell 3000 ETF Transaction History

Planning Alternatives LTD

  • $648 Million
  • Q1 2025

A detailed history of Planning Alternatives LTD transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Planning Alternatives LTD holds 7,673 shares of IWV stock, worth $2.78 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
7,673
Previous 7,673 -0.0%
Holding current value
$2.78 Million
Previous $2.56 Million 4.95%
% of portfolio
0.38%
Previous 0.4%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$323.08 - $349.08 $14,538 - $15,708
-45 Reduced 0.58%
7,673 $2.56 Million
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

# of Institutions
910
Shares Held
26.5M
Call Options Held
16.1K
Put Options Held
8.2K
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 Planning Alternatives LTD Portfolio

Follow Planning Alternatives LTD 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 Planning Alternatives LTD , based on Form 13F filings with the SEC.

News

Stay updated on Planning Alternatives LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email