Sensible Money, LLC Ishares Russell 3000 ETF Transaction History

Sensible Money, LLC

  • $229 Billion
  • Q3 2024

A detailed history of Sensible Money, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Sensible Money, LLC holds 3,729 shares of IWV stock, worth $1.26 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
3,729
Previous 4,041 7.72%
Holding current value
$1.26 Million
Previous $1.25 Billion 2.32%
% of portfolio
0.53%
Previous 0.61%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$294.75 - $326.73 $91,962 - $101,939
-312 Reduced 7.72%
3,729 $1.22 Billion
Q4 2023

Jun 25, 2024
SELL
$234.36 - $274.87 $21,795 - $25,562
-93 Reduced 2.25%
4,041 $1.11 Billion
Q2 2023

Jun 25, 2024
BUY
$231.57 - $254.48 $21,536 - $23,666
93 Added 2.3%
4,134 $1.05 Billion
Q4 2022

Jun 25, 2024
BUY
$206.89 - $235.47 $836,042 - $951,534
4,041 New
4,041 $892 Million

Others Institutions Holding IWV

# of Institutions
851
Shares Held
26.8M
Call Options Held
19.5K
Put Options Held
3K
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 Sensible Money, LLC Portfolio

Follow Sensible Money, 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 Sensible Money, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sensible Money, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email