A detailed history of Wealthedge Investment Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Wealthedge Investment Advisors, LLC holds 9,377 shares of IWV stock, worth $3.14 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
9,377
Previous 11,711 19.93%
Holding current value
$3.14 Million
Previous $3.91 Billion 23.9%
% of portfolio
1.34%
Previous 1.76%

Shares

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

May 13, 2025

SELL
$313.1 - $349.83 $730,775 - $816,503
-2,334 Reduced 19.93%
9,377 $2.98 Billion
Q4 2024

Mar 12, 2025

BUY
$323.08 - $349.08 $3.78 Million - $4.09 Million
11,711 New
11,711 $3.91 Billion

Others Institutions Holding IWV

About ISHARES RUSSELL 3000 ETF


  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
Track This Portfolio

Track Wealthedge Investment Advisors, LLC Portfolio

Follow Wealthedge Investment Advisors, 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 Wealthedge Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthedge Investment Advisors, LLC with notifications on news.