Wbh Advisory Inc Ishares Russell 3000 ETF Transaction History

Wbh Advisory Inc

$1.06 Billion
Q1 2025

A detailed history of Wbh Advisory Inc transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Wbh Advisory Inc holds 731 shares of IWV stock, worth $244,797. This represents 0.02% of its overall portfolio holdings.

Number of Shares

731

Previous 614 19.06%

Holding current value

$244,797

Previous $205,000 13.17%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$313.1 - $349.83 $36,632 - $40,930	117 Added 19.06%	731 $232,000
Q3 2024 Oct 15, 2024	BUY	$294.75 - $326.73 $180,976 - $200,612	614 New	614 $200,000
Q2 2023 Jul 12, 2023	BUY	$231.57 - $254.48 $187,571 - $206,128	810 New	810 $206,000
Q1 2022 Apr 29, 2022	BUY	$242.02 - $279.09 $242 - $279	1 Added 0.1%	1,050 $0
Q4 2021 Jan 28, 2022	SELL	$254.66 - $279.11 $12,478 - $13,676	-49 Reduced 4.46%	1,049 $291,000
Q2 2021 Jul 27, 2021	BUY	$240.32 - $256.01 $240 - $256	1 Added 0.09%	1,098 $287,000
Q3 2020 Oct 27, 2020	BUY	$180.98 - $208.68 $198,535 - $228,921	1,097 New	1,097 $215,000
Q1 2020 May 07, 2020	SELL	$128.35 - $198.13 $140,414 - $216,754	-1,094 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$168.6 - $189.08 $184,448 - $206,853	1,094 New	1,094 $206,000

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

Ticker IWV
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