Stonegate Investment Group, LLC Ishares Russell 3000 ETF Transaction History

Stonegate Investment Group, LLC

  • $3.64 Billion
  • Q4 2024

A detailed history of Stonegate Investment Group, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Stonegate Investment Group, LLC holds 3,900 shares of IWV stock, worth $1.34 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,900
Previous 3,900 -0.0%
Holding current value
$1.34 Million
Previous $1.27 Million 2.28%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Oct 17, 2024
SELL
$294.75 - $326.73 $31,243 - $34,633
-106 Reduced 2.65%
3,900 $1.27 Million
Q3 2023

Oct 24, 2023
BUY
$243.9 - $263.56 $3,902 - $4,216
16 Added 0.4%
4,006 $981,000
Q1 2023

Apr 20, 2023
BUY
$218.83 - $242.18 $99,348 - $109,949
454 Added 12.84%
3,990 $939,000
Q2 2022

Aug 09, 2022
BUY
$210.65 - $265.31 $744,858 - $938,136
3,536 New
3,536 $769,000

Others Institutions Holding IWV

# of Institutions
879
Shares Held
26.7M
Call Options Held
11.9K
Put Options Held
2.9K
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 Stonegate Investment Group, LLC Portfolio

Follow Stonegate Investment Group, 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 Stonegate Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonegate Investment Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email