Sargent Investment Group, LLC Ishares Russell 3000 ETF Transaction History

Sargent Investment Group, LLC

  • $616 Million
  • Q4 2024

A detailed history of Sargent Investment Group, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Sargent Investment Group, LLC holds 773 shares of IWV stock, worth $269,119. This represents 0.04% of its overall portfolio holdings.

Number of Shares
773
Previous 818 5.5%
Holding current value
$269,119
Previous $267,000 3.37%
% of portfolio
0.04%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$323.08 - $349.08 $14,538 - $15,708
-45 Reduced 5.5%
773 $258,000
Q3 2024

Nov 06, 2024
BUY
$294.75 - $326.73 $2,358 - $2,613
8 Added 0.99%
818 $267,000
Q2 2024

Aug 09, 2024
BUY
$283.16 - $309.9 $229,359 - $251,018
810 New
810 $250,000

Others Institutions Holding IWV

# of Institutions
923
Shares Held
31.7M
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
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