Rkl Wealth Management LLC Ishares Russell 3000 ETF Transaction History

Rkl Wealth Management LLC

$1.13 Billion
Q2 2025

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 1,805 shares of IWV stock, worth $652,669. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,805

Previous 1,801 0.22%

Holding current value

$652,669

Previous $572,000 10.66%

% of portfolio

0.06%

Previous 0.05%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$281.67 - $351.0 $1,126 - $1,404	4 Added 0.22%	1,805 $633,000
Q1 2025 Apr 25, 2025	BUY	$313.1 - $349.83 $1,565 - $1,749	5 Added 0.28%	1,801 $572,000
Q4 2024 Feb 06, 2025	BUY	$323.08 - $349.08 $1,615 - $1,745	5 Added 0.28%	1,796 $600,000
Q3 2024 Nov 01, 2024	BUY	$294.75 - $326.73 $1,768 - $1,960	6 Added 0.34%	1,791 $585,000
Q2 2024 Jul 17, 2024	BUY	$283.16 - $309.9 $1,415 - $1,549	5 Added 0.28%	1,785 $550,000
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	$206.89 - $235.47 $3,310 - $3,767	16 Added 0.92%	1,750 $386,000
Q2 2022 Aug 01, 2022	BUY	$210.65 - $265.31 $1,053 - $1,326	5 Added 0.29%	1,734 $377,000
Q1 2022 May 10, 2022	BUY	$242.02 - $279.09 $1,210 - $1,395	5 Added 0.29%	1,729 $454,000
Q4 2021 Feb 08, 2022	BUY	$254.66 - $279.11 $2,801 - $3,070	11 Added 0.64%	1,724 $478,000
Q2 2021 Aug 13, 2021	BUY	$240.32 - $256.01 $1,922 - $2,048	8 Added 0.47%	1,713 $438,000
Q4 2020 Feb 11, 2021	BUY	$191.94 - $223.55 $1,343 - $1,564	7 Added 0.41%	1,705 $381,000
Q3 2020 Nov 09, 2020	BUY	$180.98 - $208.68 $1,085 - $1,252	6 Added 0.35%	1,698 $332,000
Q2 2020 Aug 07, 2020	BUY	$141.33 - $188.81 $1,978 - $2,643	14 Added 0.83%	1,692 $305,000
Q4 2019 Feb 04, 2020	BUY	$168.6 - $189.08 $2,697 - $3,025	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

909

Shares Held

26.3M

Call Options Held

16.1K

Put Options Held

8.2K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
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Rkl Wealth Management LLC Ishares Russell 3000 ETF Transaction History