Wealth Shield Partners, LLC Ishares Russell 3000 ETF Transaction History

Wealth Shield Partners, LLC

$690 Million
Q4 2024

A detailed history of Wealth Shield Partners, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 359 shares of IWV stock, worth $124,985. This represents 0.02% of its overall portfolio holdings.

Number of Shares

359

Previous 398 9.8%

Holding current value

$124,985

Previous $130,000 8.46%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$323.08 - $349.08 $12,600 - $13,614	-39 Reduced 9.8%	359 $119,000
Q3 2024 Nov 04, 2024	BUY	$294.75 - $326.73 $11,495 - $12,742	39 Added 10.86%	398 $130,000
Q1 2024 Apr 29, 2024	SELL	$268.36 - $300.08 $2,683 - $3,000	-10 Reduced 2.71%	359 $107,000
Q1 2023 May 08, 2023	BUY	$218.83 - $242.18 $80,748 - $89,364	369 New	369 $86,000
Q2 2021 Aug 06, 2021	SELL	$240.32 - $256.01 $9,372 - $9,984	-39 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$220.59 - $239.53 $8,603 - $9,341	39 New	39 $9,000
Q4 2020 Feb 16, 2021	SELL	$191.94 - $223.55 $36,660 - $42,698	-191 Closed	0 $0
Q3 2020 Oct 30, 2020	BUY	$180.98 - $208.68 $27,508 - $31,719	152 Added 389.74%	191 $37,000
Q2 2019 Aug 12, 2019	BUY	N/A	39 New	39 $7,000

Others Institutions Holding IWV

# of Institutions

923

Shares Held

31.7M

Call Options Held

17.4K

Put Options Held

6.4K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

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Wealth Shield Partners, LLC Ishares Russell 3000 ETF Transaction History