Wealth Architects, LLC Ishares Russell 3000 ETF Transaction History

Wealth Architects, LLC

  • $827 Million
  • Q4 2024

A detailed history of Wealth Architects, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Wealth Architects, LLC holds 5,503 shares of IWV stock, worth $1.92 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
5,503
Previous 5,705 3.54%
Holding current value
$1.92 Million
Previous $1.86 Million 1.29%
% of portfolio
0.22%
Previous 0.22%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$323.08 - $349.08 $65,262 - $70,514
-202 Reduced 3.54%
5,503 $1.84 Million
Q2 2024

Aug 08, 2024
SELL
$283.16 - $309.9 $51,818 - $56,711
-183 Reduced 3.11%
5,705 $1.76 Million
Q4 2022

Feb 09, 2023
SELL
$206.89 - $235.47 $22,757 - $25,901
-110 Reduced 1.83%
5,888 $1.3 Million
Q4 2021

Jan 19, 2022
SELL
$254.66 - $279.11 $90,404 - $99,084
-355 Reduced 5.59%
5,998 $1.66 Million
Q1 2021

Apr 29, 2021
SELL
$220.59 - $239.53 $56,691 - $61,559
-257 Reduced 3.89%
6,353 $1.51 Million
Q4 2020

Jan 28, 2021
SELL
$191.94 - $223.55 $74,664 - $86,960
-389 Reduced 5.56%
6,610 $1.48 Million
Q3 2020

Nov 09, 2020
SELL
$180.98 - $208.68 $111,302 - $128,338
-615 Reduced 8.08%
6,999 $1.37 Million
Q4 2019

Jan 28, 2020
BUY
$168.6 - $189.08 $337 - $378
2 Added 0.03%
7,614 $1.44 Million
Q2 2019

Jul 12, 2019
BUY
N/A
1 Added 0.01%
7,612 $1.31 Million
Q4 2018

Jan 17, 2019
BUY
N/A
2 Added 0.03%
7,611 $1.12 Million
Q3 2018

Oct 04, 2018
SELL
N/A
-399 Reduced 4.98%
7,609 $1.31 Million
Q1 2018

Apr 13, 2018
BUY
N/A
1 Added 0.01%
8,008 $1.25 Million
Q4 2017

Jan 31, 2018
BUY
N/A
1 Added 0.01%
8,007 $1.27 Million
Q3 2017

Nov 08, 2017
BUY
N/A
1 Added 0.01%
8,006 $1.2 Million
Q2 2017

Aug 10, 2017
BUY
N/A
8,005
8,005 $1.15 Million

Others Institutions Holding IWV

# of Institutions
921
Shares Held
31.5M
Call Options Held
15.9K
Put Options Held
6.3K
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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