Rkl Wealth Management LLC Ishares Russell 3000 ETF Transaction History

Rkl Wealth Management LLC

  • $1.12 Billion
  • Q4 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 1,796 shares of IWV stock, worth $576,839. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,796
Previous 1,791 0.28%
Holding current value
$576,839
Previous $585,000 2.56%
% of portfolio
0.05%
Previous 0.05%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
930
Shares Held
27.1M
Call Options Held
17.4K
Put Options Held
6.4K
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 Rkl Wealth Management LLC Portfolio

Follow Rkl Wealth Management 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 Rkl Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rkl Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email