Wealthspire Advisors, LLC Ishares Russell 3000 ETF Transaction History

Wealthspire Advisors, LLC

  • $7.78 Billion
  • Q2 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 47,240 shares of IWV stock, worth $15.4 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
47,240
Previous 47,036 0.43%
Holding current value
$15.4 Million
Previous $14.1 Million 3.31%
% of portfolio
0.19%
Previous 0.19%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$283.16 - $309.9 $57,764 - $63,219
204 Added 0.43%
47,240 $14.6 Million
Q1 2024

May 06, 2024
SELL
$268.36 - $300.08 $3.21 Million - $3.59 Million
-11,952 Reduced 20.26%
47,036 $14.1 Million
Q4 2023

Feb 06, 2024
SELL
$234.36 - $274.87 $65,855 - $77,238
-281 Reduced 0.47%
58,988 $16.1 Million
Q3 2023

Nov 06, 2023
BUY
$243.9 - $263.56 $2.52 Million - $2.73 Million
10,351 Added 21.16%
59,269 $14.5 Million
Q2 2023

Jul 31, 2023
BUY
$231.57 - $254.48 $288,073 - $316,573
1,244 Added 2.61%
48,918 $12.4 Million
Q1 2023

May 09, 2023
BUY
$218.83 - $242.18 $189,069 - $209,243
864 Added 1.85%
47,674 $11.2 Million
Q4 2022

Feb 13, 2023
BUY
$206.89 - $235.47 $162,822 - $185,314
787 Added 1.71%
46,810 $10.3 Million
Q3 2022

Nov 14, 2022
BUY
$207.04 - $249.4 $126,708 - $152,632
612 Added 1.35%
46,023 $9.53 Million
Q2 2022

Aug 09, 2022
BUY
$210.65 - $265.31 $10,953 - $13,796
52 Added 0.11%
45,411 $9.87 Million
Q1 2022

May 09, 2022
BUY
$242.02 - $279.09 $1.89 Million - $2.18 Million
7,813 Added 20.81%
45,359 $11.9 Million
Q4 2021

Feb 14, 2022
BUY
$254.66 - $279.11 $7,385 - $8,094
29 Added 0.08%
37,546 $10.4 Million
Q3 2021

Nov 15, 2021
SELL
$251.89 - $269.0 $2.22 Million - $2.37 Million
-8,827 Reduced 19.05%
37,517 $9.56 Million
Q2 2021

Aug 13, 2021
BUY
$240.32 - $256.01 $1.24 Million - $1.33 Million
5,176 Added 12.57%
46,344 $11.9 Million
Q1 2021

May 17, 2021
SELL
$220.59 - $239.53 $52,721 - $57,247
-239 Reduced 0.58%
41,168 $9.77 Million
Q4 2020

Feb 16, 2021
BUY
$191.94 - $223.55 $7.95 Million - $9.26 Million
41,407 New
41,407 $9.26 Million
Q2 2020

Aug 14, 2020
SELL
$141.33 - $188.81 $6.99 Million - $9.34 Million
-49,457 Closed
0 $0
Q1 2020

May 12, 2020
BUY
$128.35 - $198.13 $6.35 Million - $9.8 Million
49,457 New
49,457 $7.34 Million

Others Institutions Holding IWV

# of Institutions
833
Shares Held
26.4M
Call Options Held
18.7K
Put Options Held
4.9K
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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