Sheets Smith Investment Management Ishares Russell 3000 ETF Transaction History

Sheets Smith Investment Management

  • $89.3 Million
  • Q4 2022

A detailed history of Sheets Smith Investment Management transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Sheets Smith Investment Management holds 18,869 shares of IWV stock, worth $6.4 Million. This represents 4.66% of its overall portfolio holdings.

Number of Shares
18,869
Previous 22,333 15.51%
Holding current value
$6.4 Million
Previous $5.46 Million 23.71%
% of portfolio
4.66%
Previous 6.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 10, 2023
SELL
$206.89 - $235.47 $716,666 - $815,668
-3,464 Reduced 15.51%
18,869 $4.16 Million
Q2 2022

Aug 22, 2022
BUY
$210.65 - $265.31 $165,570 - $208,533
786 Added 3.65%
22,333 $5.46 Million
Q1 2022

Apr 29, 2022
BUY
$242.02 - $279.09 $90,515 - $104,379
374 Added 1.77%
21,547 $5.65 Million
Q4 2021

Mar 24, 2022
BUY
$254.66 - $279.11 $711,520 - $779,833
2,794 Added 15.2%
21,173 $5.88 Million
Q4 2020

Feb 24, 2021
BUY
$191.94 - $223.55 $3.53 Million - $4.11 Million
18,379 New
18,379 $4.11 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
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