Waypoint Wealth Counsel Ishares Russell 3000 ETF Transaction History

Waypoint Wealth Counsel

  • $131 Billion
  • Q2 2024

A detailed history of Waypoint Wealth Counsel transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Waypoint Wealth Counsel holds 3,763 shares of IWV stock, worth $1.19 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
3,763
Previous 3,753 0.27%
Holding current value
$1.19 Million
Previous $1.13 Billion 3.12%
% of portfolio
0.89%
Previous 0.87%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
BUY
$283.16 - $309.9 $2,831 - $3,099
10 Added 0.27%
3,763 $1.16 Billion
Q1 2024

Apr 12, 2024
BUY
$268.36 - $300.08 $2,415 - $2,700
9 Added 0.24%
3,753 $1.13 Billion
Q4 2023

Apr 03, 2024
BUY
$234.36 - $274.87 $537,387 - $630,276
2,293 Added 158.03%
3,744 $1.02 Billion
Q2 2023

Apr 02, 2024
BUY
$231.57 - $254.48 $2,084 - $2,290
9 Added 0.62%
1,451 $369 Million
Q1 2023

Apr 04, 2024
SELL
$218.83 - $242.18 $319,272 - $353,340
-1,459 Reduced 38.97%
2,285 $538 Million
Q4 2022

Mar 22, 2024
BUY
$216.25 - $235.47 $311,832 - $339,547
1,442 New
1,442 $318 Million

Others Institutions Holding IWV

# of Institutions
808
Shares Held
25.2M
Call Options Held
24.2K
Put Options Held
10.5K
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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