Rkl Wealth Management LLC Ishares Russell 3000 ETF Transaction History

Rkl Wealth Management LLC

  • $1.01 Billion
  • Q1 2024

A detailed history of Rkl Wealth Management LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Rkl Wealth Management LLC holds 1,780 shares of IWV stock, worth $559,614. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,780
Previous 1,776 0.23%
Holding current value
$559,614
Previous $486,000 9.88%
% of portfolio
0.05%
Previous 0.05%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$268.36 - $300.08 $1,073 - $1,200
4 Added 0.23%
1,780 $534,000
Q4 2023

Jan 24, 2024
BUY
$234.36 - $274.87 $3,281 - $3,848
14 Added 0.79%
1,776 $486,000
Q2 2023

Aug 07, 2023
BUY
$231.57 - $254.48 $1,157 - $1,272
5 Added 0.28%
1,762 $448,000
Q1 2023

May 01, 2023
BUY
$218.83 - $242.18 $1,531 - $1,695
7 Added 0.4%
1,757 $413,000
Q4 2022

Feb 06, 2023
BUY
$216.25 - $235.47 $3,460 - $3,767
16 Added 0.92%
1,750 $386,000
Q2 2022

Aug 01, 2022
BUY
N/A
5 Added 0.29%
1,734 $377,000
Q1 2022

May 10, 2022
BUY
N/A
5 Added 0.29%
1,729 $454,000
Q4 2021

Feb 08, 2022
BUY
N/A
11 Added 0.64%
1,724 $478,000
Q2 2021

Aug 13, 2021
BUY
N/A
8 Added 0.47%
1,713 $438,000
Q4 2020

Feb 11, 2021
BUY
N/A
7 Added 0.41%
1,705 $381,000
Q3 2020

Nov 09, 2020
BUY
N/A
6 Added 0.35%
1,698 $332,000
Q2 2020

Aug 07, 2020
BUY
N/A
14 Added 0.83%
1,692 $305,000
Q4 2019

Feb 04, 2020
BUY
N/A
16 Added 0.96%
1,678 $316,000
Q2 2019

Aug 02, 2019
BUY
N/A
8 Added 0.48%
1,662 $287,000
Q1 2019

Apr 26, 2019
BUY
N/A
1,654 New
1,654 $276,000
Q3 2018

Nov 07, 2018
SELL
N/A
-1,624 Closed
0 $0
Q1 2018

Apr 26, 2018
BUY
N/A
7 Added 0.43%
1,624 $254,000
Q4 2017

Feb 02, 2018
BUY
N/A
13 Added 0.81%
1,617 $256,000
Q2 2017

Aug 14, 2017
BUY
N/A
1,604
1,604 $231,000

Others Institutions Holding IWV

# of Institutions
805
Shares Held
25.2M
Call Options Held
24.2K
Put Options Held
10.5K
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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