Walled Lake Planning & Wealth Management, LLC Ishares Russell 3000 ETF Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $258 Million
  • Q1 2025

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 1,031 shares of IWV stock, worth $345,261. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,031
Previous 1,028 0.29%
Holding current value
$345,261
Previous $343,000 4.66%
% of portfolio
0.13%
Previous 0.14%

Shares

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

May 07, 2025
BUY
$313.1 - $349.83 $939 - $1,049
3 Added 0.29%
1,031 $327,000
Q4 2024

Feb 12, 2025
BUY
$323.08 - $349.08 $323 - $349
1 Added 0.1%
1,028 $343,000
Q3 2024

Nov 14, 2024
BUY
$294.75 - $326.73 $884 - $980
3 Added 0.29%
1,027 $335,000
Q2 2024

Aug 12, 2024
BUY
$283.16 - $309.9 $283 - $309
1 Added 0.1%
1,024 $316,000
Q1 2024

May 13, 2024
BUY
$268.36 - $300.08 $2,415 - $2,700
9 Added 0.89%
1,023 $306,000
Q4 2023

Feb 13, 2024
BUY
$234.36 - $274.87 $6,562 - $7,696
28 Added 2.84%
1,014 $277,000
Q3 2023

Nov 14, 2023
BUY
$243.9 - $263.56 $975 - $1,054
4 Added 0.41%
986 $241,000
Q2 2023

Aug 11, 2023
BUY
$231.57 - $254.48 $2,084 - $2,290
9 Added 0.92%
982 $249,000
Q1 2023

May 12, 2023
BUY
$218.83 - $242.18 $1,312 - $1,453
6 Added 0.62%
973 $229,000
Q4 2022

Feb 13, 2023
BUY
$206.89 - $235.47 $200,062 - $227,699
967 New
967 $213,000

Others Institutions Holding IWV

# of Institutions
902
Shares Held
26.5M
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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