Principle Wealth Partners LLC Ishares Russell 3000 ETF Transaction History

Principle Wealth Partners LLC

  • $1.35 Billion
  • Q4 2024

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 704 shares of IWV stock, worth $242,506. This represents 0.02% of its overall portfolio holdings.

Number of Shares
704
Previous 704 -0.0%
Holding current value
$242,506
Previous $230,000 2.17%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
866
Shares Held
26.4M
Call Options Held
11.9K
Put Options Held
2.9K
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 Principle Wealth Partners LLC Portfolio

Follow Principle Wealth Partners LLC 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 Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principle Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email