Rmr Wealth Builders Ishares Russell 3000 ETF Transaction History

Rmr Wealth Builders

$939 Million
Q3 2024

A detailed history of Rmr Wealth Builders transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Rmr Wealth Builders holds 752 shares of IWV stock, worth $258,033. This represents 0.03% of its overall portfolio holdings.

Number of Shares

752

Previous 751 0.13%

Holding current value

$258,033

Previous $231,000 6.06%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$294.75 - $326.73 $294 - $326	1 Added 0.13%	752 $245,000
Q2 2024 Jul 23, 2024	BUY	$283.16 - $309.9 $283 - $309	1 Added 0.13%	751 $231,000
Q1 2024 Apr 15, 2024	BUY	$268.36 - $300.08 $268 - $300	1 Added 0.13%	750 $225,000
Q4 2023 Feb 06, 2024	BUY	$234.36 - $274.87 $175,535 - $205,877	749 New	749 $205,000
Q1 2022 May 13, 2022	SELL	$242.02 - $279.09 $179,336 - $206,805	-741 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$254.66 - $279.11 $188,703 - $206,820	741 New	741 $206,000
Q2 2021 Aug 16, 2021	SELL	$240.32 - $256.01 $177,836 - $189,447	-740 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$220.59 - $239.53 $150,442 - $163,359	682 Added 1175.86%	740 $176,000
Q4 2020 Feb 26, 2021	BUY	$191.94 - $223.55 $11,132 - $12,965	58 New	58 $13,000

Others Institutions Holding IWV

# of Institutions

851

Shares Held

26.8M

Call Options Held

19.5K

Put Options Held

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

More about IWV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rmr Wealth Builders, based on Form 13F filings with the SEC.

News

Stay updated on Rmr Wealth Builders with notifications on news.

Account

Rmr Wealth Builders Ishares Russell 3000 ETF Transaction History