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

Walled Lake Planning & Wealth Management, LLC

$246 Million
Q3 2024

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 1,027 shares of IWV stock, worth $352,035. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,027

Previous 1,024 0.29%

Holding current value

$352,035

Previous $316,000 6.01%

% of portfolio

0.14%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

851

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

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