A detailed history of Stratos Wealth Partners, Ltd. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 10,925 shares of IWV stock, worth $3.74 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,925
Previous 10,749 1.64%
Holding current value
$3.74 Million
Previous $3.32 Million 7.6%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 17, 2024

BUY
$294.75 - $326.73 $51,876 - $57,504
176 Added 1.64%
10,925 $3.57 Million
Q2 2024

Jul 24, 2024

BUY
$283.16 - $309.9 $17,272 - $18,903
61 Added 0.57%
10,749 $3.32 Million
Q1 2024

Apr 16, 2024

BUY
$268.36 - $300.08 $178,459 - $199,553
665 Added 6.63%
10,688 $3.21 Million
Q4 2023

Jan 24, 2024

BUY
$234.36 - $274.87 $234 - $274
1 Added 0.01%
10,023 $2.74 Million
Q3 2023

Oct 24, 2023

SELL
$243.9 - $263.56 $16,829 - $18,185
-69 Reduced 0.68%
10,022 $2.46 Million
Q2 2023

Jul 18, 2023

BUY
$231.57 - $254.48 $21,304 - $23,412
92 Added 0.92%
10,091 $2.57 Million
Q1 2023

Apr 27, 2023

SELL
$218.83 - $242.18 $56,020 - $61,998
-256 Reduced 2.5%
9,999 $2.35 Million
Q4 2022

Jan 19, 2023

BUY
$206.89 - $235.47 $68,273 - $77,705
330 Added 3.32%
10,255 $0
Q3 2022

Oct 24, 2022

BUY
$207.04 - $249.4 $1.54 Million - $1.85 Million
7,435 Added 298.59%
9,925 $2.06 Million
Q2 2022

Jul 22, 2022

BUY
$210.65 - $265.31 $1,263 - $1,591
6 Added 0.24%
2,490 $541,000
Q1 2022

Apr 26, 2022

BUY
$242.02 - $279.09 $601,177 - $693,259
2,484 New
2,484 $652,000
Q4 2018

Feb 08, 2019

SELL
N/A
-377 Closed
0 $0
Q3 2018

Nov 02, 2018

BUY
N/A
377 New
377 $65,000
Q2 2018

Aug 13, 2018

SELL
N/A
-384 Closed
0 $0
Q1 2018

May 10, 2018

SELL
N/A
-29 Reduced 7.02%
384 $60,000
Q4 2017

Feb 09, 2018

BUY
N/A
413
413 $65,000

Others Institutions Holding IWV

About ISHARES RUSSELL 3000 ETF


  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
Track This Portfolio

Track Stratos Wealth Partners, Ltd. Portfolio

Follow Stratos Wealth Partners, Ltd. 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 Stratos Wealth Partners, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Stratos Wealth Partners, Ltd. with notifications on news.