Trajan Wealth LLC Ishares Russell 3000 ETF Transaction History

Trajan Wealth LLC

  • $1.83 Trillion
  • Q1 2025

A detailed history of Trajan Wealth LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Trajan Wealth LLC holds 70,947 shares of IWV stock, worth $25.6 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
70,947
Previous 70,598 0.49%
Holding current value
$25.6 Million
Previous $23.6 Billion 4.5%
% of portfolio
1.23%
Previous 1.31%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$313.1 - $349.83 $109,271 - $122,090
349 Added 0.49%
70,947 $22.5 Billion
Q4 2024

Feb 13, 2025
SELL
$323.08 - $349.08 $604,805 - $653,477
-1,872 Reduced 2.58%
70,598 $23.6 Billion
Q3 2024

Oct 25, 2024
BUY
$294.75 - $326.73 $83,709 - $92,791
284 Added 0.39%
72,470 $23.7 Billion
Q2 2024

Jul 26, 2024
SELL
$283.16 - $309.9 $670,806 - $734,153
-2,369 Reduced 3.18%
72,186 $22.3 Billion
Q1 2024

May 14, 2024
BUY
$268.36 - $300.08 $20 Million - $22.4 Million
74,555 New
74,555 $22.4 Billion

Others Institutions Holding IWV

# of Institutions
907
Shares Held
26.4M
Call Options Held
16.1K
Put Options Held
8.2K
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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