Wealth Management Partners, LLC Ishares Russell 3000 ETF Transaction History

Wealth Management Partners, LLC

  • $212 Million
  • Q1 2025

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 2,655 shares of IWV stock, worth $888,309. This represents 0.4% of its overall portfolio holdings.

Number of Shares
2,655
Previous 2,664 0.34%
Holding current value
$888,309
Previous $890,000 5.84%
% of portfolio
0.4%
Previous 0.39%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$313.1 - $349.83 $2,817 - $3,148
-9 Reduced 0.34%
2,655 $838,000
Q4 2024

Jan 16, 2025
SELL
$323.08 - $349.08 $1,938 - $2,094
-6 Reduced 0.22%
2,664 $890,000
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
902
Shares Held
26.5M
Call Options Held
16.1K
Put Options Held
8.2K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
Track This Portfolio

Track Wealth Management Partners, LLC Portfolio

Follow Wealth Management Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email