Wall Capital Group, Inc. Ishares Russell 3000 ETF Transaction History

Wall Capital Group, Inc.

$88.2 Million
Q4 2023

A detailed history of Wall Capital Group, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Wall Capital Group, Inc. holds 15,337 shares of IWV stock, worth $5.14 Million. This represents 4.76% of its overall portfolio holdings.

Number of Shares

15,337

Holding current value

$5.14 Million

% of portfolio

4.76%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 07, 2024	BUY	$234.36 - $274.87 $3.59 Million - $4.22 Million	15,337 New	15,337 $4.2 Million
Q2 2023 Jul 24, 2023	BUY	$231.57 - $254.48 $3.55 Million - $3.9 Million	15,337 New	15,337 $3.9 Million
Q1 2022 Apr 28, 2022	BUY	$242.02 - $279.09 $3.71 Million - $4.28 Million	15,337 New	15,337 $4.02 Million
Q3 2021 Nov 01, 2021	SELL	$251.89 - $269.0 $3.86 Million - $4.13 Million	-15,337 Closed	0 $0
Q1 2021 May 04, 2021	BUY	$220.59 - $239.53 $3.38 Million - $3.67 Million	15,337 New	15,337 $3.64 Million
Q4 2020 Jan 21, 2021	SELL	$191.94 - $223.55 $7.22 Million - $8.41 Million	-37,615 Closed	0 $0
Q1 2020 Apr 09, 2020	BUY	$128.35 - $198.13 $4.83 Million - $7.45 Million	37,615 New	37,615 $5.58 Million
Q1 2018 Apr 19, 2018	SELL	N/A	-2 Closed	0 $0
Q3 2017 Oct 12, 2017	BUY	N/A	2	2 $0

Others Institutions Holding IWV

# of Institutions

850

Shares Held

26.8M

Call Options Held

19.5K

Put Options Held

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

More about IWV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wall Capital Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wall Capital Group, Inc. with notifications on news.

Account

Wall Capital Group, Inc. Ishares Russell 3000 ETF Transaction History