Wealth Management Partners, LLC Ishares Russell 3000 ETF Transaction History

Wealth Management Partners, LLC

  • $213 Million
  • Q3 2024

A detailed history of Wealth Management Partners, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Wealth Management Partners, LLC holds 2,670 shares of IWV stock, worth $913,887. This represents 0.41% of its overall portfolio holdings.

Number of Shares
2,670
Previous 2,674 0.15%
Holding current value
$913,887
Previous $825,000 5.7%
% of portfolio
0.41%
Previous 0.41%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
SELL
$294.75 - $326.73 $1,179 - $1,306
-4 Reduced 0.15%
2,670 $872,000
Q2 2024

Jul 12, 2024
SELL
$283.16 - $309.9 $8,211 - $8,987
-29 Reduced 1.07%
2,674 $825,000
Q1 2024

Apr 12, 2024
SELL
$268.36 - $300.08 $2,683 - $3,000
-10 Reduced 0.37%
2,703 $811,000
Q4 2023

Jan 10, 2024
SELL
$234.36 - $274.87 $234 - $274
-1 Reduced 0.04%
2,713 $742,000
Q3 2023

Oct 24, 2023
SELL
$243.9 - $263.56 $6,097 - $6,589
-25 Reduced 0.91%
2,714 $665,000
Q1 2023

Apr 14, 2023
SELL
$218.83 - $242.18 $57,114 - $63,208
-261 Reduced 8.7%
2,739 $644,000
Q4 2021

Jan 19, 2022
BUY
$254.66 - $279.11 $35,907 - $39,354
141 Added 4.93%
3,000 $789,000
Q3 2021

Oct 29, 2021
SELL
$251.89 - $269.0 $4,785 - $5,111
-19 Reduced 0.66%
2,859 $729,000
Q2 2021

Jul 14, 2021
SELL
$240.32 - $256.01 $6,008 - $6,400
-25 Reduced 0.86%
2,878 $737,000
Q4 2020

Feb 04, 2021
BUY
$191.94 - $223.55 $557,201 - $648,965
2,903 New
2,903 $669,000

Others Institutions Holding IWV

# of Institutions
851
Shares Held
26.8M
Call Options Held
19.5K
Put Options Held
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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