Sheets Smith Wealth Management Ishares Russell 3000 ETF Transaction History

Sheets Smith Wealth Management

$802 Million
Q4 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 23, 2023	BUY	$243.9 - $263.56 $7,073 - $7,643	29 New	29 $7,000
Q2 2020 Jul 17, 2020	SELL	$141.33 - $188.81 $2.96 Million - $3.96 Million	-20,975 Closed	0 $0
Q1 2020 Apr 28, 2020	BUY	$128.35 - $198.13 $130,917 - $202,092	1,020 Added 5.11%	20,975 $3.11 Million
Q4 2019 Jan 24, 2020	SELL	$168.6 - $189.08 $120,043 - $134,624	-712 Reduced 3.45%	19,955 $3.76 Million
Q3 2019 Oct 28, 2019	SELL	$172.91 - $176.69 $54,639 - $55,834	-316 Reduced 1.51%	20,667 $3.59 Million
Q2 2019 Jul 12, 2019	SELL	N/A	-148 Reduced 0.7%	20,983 $3.62 Million
Q1 2019 May 13, 2019	SELL	N/A	-833 Reduced 3.79%	21,131 $3.52 Million
Q4 2018 Jan 11, 2019	BUY	N/A	597 Added 2.79%	21,964 $3.23 Million
Q3 2018 Oct 15, 2018	SELL	N/A	-433 Reduced 1.99%	21,367 $3.68 Million
Q2 2018 Jul 26, 2018	BUY	N/A	3,008 Added 16.01%	21,800 $3.54 Million
Q1 2018 Apr 09, 2018	SELL	N/A	-223 Reduced 1.17%	18,792 $2.94 Million
Q4 2017 Jan 12, 2018	SELL	N/A	-417 Reduced 2.15%	19,015 $3.01 Million
Q3 2017 Oct 12, 2017	BUY	N/A	19,432	19,432 $2.9 Million

Others Institutions Holding IWV

# of Institutions

866

Shares Held

26.4M

Call Options Held

11.9K

Put Options Held

2.9K

About ISHARES RUSSELL 3000 ETF

Ticker IWV
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