Williams Jones Wealth Management, Llc. Ishares Russell 3000 ETF Transaction History

Williams Jones Wealth Management, Llc.

  • $7.73 Billion
  • Q1 2024

A detailed history of Williams Jones Wealth Management, Llc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 835 shares of IWV stock, worth $262,515. This represents 0.0% of its overall portfolio holdings.

Number of Shares
835
Previous 835 -0.0%
Holding current value
$262,515
Previous $228,000 9.65%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
SELL
$234.36 - $274.87 $17,577 - $20,615
-75 Reduced 8.24%
835 $228,000
Q4 2022

Feb 14, 2023
BUY
$216.25 - $235.47 $196,787 - $214,277
910 New
910 $200,000
Q2 2022

Aug 15, 2022
SELL
N/A
-910 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
N/A
910 New
910 $203,000
Q2 2020

Aug 14, 2020
SELL
N/A
-1,510 Closed
0 $0
Q3 2019

Nov 14, 2019
BUY
N/A
1,510 New
1,510 $262,000

Others Institutions Holding IWV

# of Institutions
805
Shares Held
25.2M
Call Options Held
24.2K
Put Options Held
10.5K
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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