Plante Moran Financial Advisors, LLC Ishares Russell 3000 ETF Transaction History

Plante Moran Financial Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 495 shares of IWV stock, worth $156,415. This represents 0.01% of its overall portfolio holdings.

Number of Shares

495

Previous 553 10.49%

Holding current value

$156,415

Previous $180,000 8.33%

% of portfolio

0.01%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$323.08 - $349.08 $18,738 - $20,246	-58 Reduced 10.49%	495 $165,000
Q3 2024 Oct 30, 2024	SELL	$294.75 - $326.73 $88,425 - $98,019	-300 Reduced 35.17%	553 $180,000
Q2 2024 Aug 12, 2024	BUY	$283.16 - $309.9 $70,223 - $76,855	248 Added 40.99%	853 $263,000
Q2 2023 Aug 07, 2023	SELL	$231.57 - $254.48 $20,609 - $22,648	-89 Reduced 12.82%	605 $153,000
Q4 2022 Feb 09, 2023	BUY	$206.89 - $235.47 $2,068 - $2,354	10 Added 1.46%	694 $153,000
Q3 2022 Nov 02, 2022	SELL	$207.04 - $249.4 $69,358 - $83,549	-335 Reduced 32.88%	684 $142,000
Q2 2022 Aug 02, 2022	BUY	$210.65 - $265.31 $4,634 - $5,836	22 Added 2.21%	1,019 $222,000
Q1 2022 May 06, 2022	SELL	$242.02 - $279.09 $7,744 - $8,930	-32 Reduced 3.11%	997 $262,000
Q3 2021 Nov 08, 2021	BUY	$251.89 - $269.0 $169,270 - $180,768	672 Added 188.24%	1,029 $262,000
Q1 2021 May 13, 2021	SELL	$220.59 - $239.53 $31,764 - $34,492	-144 Reduced 28.74%	357 $85,000
Q3 2020 Nov 12, 2020	SELL	$180.98 - $208.68 $3,800 - $4,382	-21 Reduced 4.02%	501 $98,000
Q2 2020 Aug 10, 2020	SELL	$141.33 - $188.81 $16,959 - $22,657	-120 Reduced 18.69%	522 $94,000
Q1 2020 May 07, 2020	SELL	$128.35 - $198.13 $2,567 - $3,962	-20 Reduced 3.02%	642 $95,000
Q3 2019 Nov 13, 2019	SELL	$172.91 - $176.69 $6,916 - $7,067	-40 Reduced 5.7%	662 $0
Q1 2019 May 13, 2019	SELL	N/A	-8,911 Reduced 92.7%	702 $117,000
Q4 2018 Jan 29, 2019	BUY	N/A	8,885 Added 1220.47%	9,613 $1.41 Million
Q3 2018 Nov 09, 2018	BUY	N/A	728 New	728 $125,000

Others Institutions Holding IWV

# of Institutions

931

Shares Held

27.1M

Call Options Held

17.4K

Put Options Held

6.4K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
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Industry ETFs

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Plante Moran Financial Advisors, LLC Ishares Russell 3000 ETF Transaction History