Schmidt P J Investment Management Inc Ishares Russell 3000 ETF Transaction History

Schmidt P J Investment Management Inc

  • $587 Million
  • Q3 2025

A detailed history of Schmidt P J Investment Management Inc transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 1,317 shares of IWV stock, worth $498,392. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,317
Previous 1,150 14.52%
Holding current value
$498,392
Previous $403,000 23.82%
% of portfolio
0.09%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$351.04 - $379.81 $58,623 - $63,428
167 Added 14.52%
1,317 $499,000
Q4 2023

Jan 29, 2024
SELL
$234.36 - $274.87 $82,026 - $96,204
-350 Reduced 23.33%
1,150 $314,000
Q2 2022

Aug 24, 2022
SELL
$210.65 - $265.31 $63,195 - $79,593
-300 Reduced 16.67%
1,500 $358,000
Q1 2020

Apr 20, 2020
SELL
$128.35 - $198.13 $51,340 - $79,252
-400 Reduced 18.18%
1,800 $267,000
Q3 2019

Oct 23, 2019
SELL
$172.91 - $176.69 $34,582 - $35,338
-200 Reduced 8.33%
2,200 $382,000
Q1 2019

Apr 25, 2019
SELL
N/A
-1,100 Reduced 31.43%
2,400 $400,000
Q4 2017

Jan 30, 2018
BUY
N/A
3,500
3,500 $554,000

Others Institutions Holding IWV

# of Institutions
934
Shares Held
28.1M
Call Options Held
20.7K
Put Options Held
7.2K
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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