A detailed history of Retirement Planning Group transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Retirement Planning Group holds 3,577 shares of IWV stock, worth $1.17 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,577
Previous 3,577 -0.0%
Holding current value
$1.17 Million
Previous $1.1 Million 5.8%
% of portfolio
0.07%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024

BUY
$234.36 - $274.87 $156,786 - $183,888
669 Added 23.01%
3,577 $979,000
Q3 2023

Oct 24, 2023

SELL
$243.9 - $263.56 $34,877 - $37,689
-143 Reduced 4.69%
2,908 $712,000
Q4 2022

Jan 18, 2023

SELL
$206.89 - $235.47 $4,137 - $4,709
-20 Reduced 0.65%
3,051 $0
Q2 2020

Aug 06, 2020

SELL
$141.33 - $188.81 $5,794 - $7,741
-41 Reduced 1.32%
3,071 $553,000
Q3 2018

Nov 07, 2018

SELL
N/A
-120 Reduced 3.71%
3,112 $536,000
Q3 2017

Oct 16, 2017

BUY
N/A
3,232
3,232 $482,000

Others Institutions Holding IWV

About ISHARES RUSSELL 3000 ETF


  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
Track This Portfolio

Track Retirement Planning Group Portfolio

Follow Retirement Planning Group 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 Retirement Planning Group, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Planning Group with notifications on news.