Principle Wealth Partners LLC Ishares Russell 3000 ETF Transaction History

Principle Wealth Partners LLC

  • $1.45 Billion
  • Q2 2025

A detailed history of Principle Wealth Partners LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Principle Wealth Partners LLC holds 1,087 shares of IWV stock, worth $411,353. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,087
Previous 704 54.4%
Holding current value
$411,353
Previous $223,000 70.85%
% of portfolio
0.03%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$281.67 - $351.0 $107,879 - $134,433
383 Added 54.4%
1,087 $381,000
Q2 2024

Aug 13, 2024
BUY
$283.16 - $309.9 $283 - $309
1 Added 0.14%
704 $217,000
Q1 2024

Apr 23, 2024
BUY
$268.36 - $300.08 $188,657 - $210,956
703 New
703 $210,000
Q3 2020

Nov 16, 2020
SELL
$180.98 - $208.68 $87,775 - $101,209
-485 Closed
0 $0
Q2 2020

Aug 14, 2020
BUY
$141.33 - $188.81 $68,545 - $91,572
485 New
485 $87,000

Others Institutions Holding IWV

# of Institutions
931
Shares Held
28.1M
Call Options Held
20.7K
Put Options Held
7.2K
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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