Willow Creek Wealth Management Inc. Ishares Russell 3000 ETF Transaction History

Willow Creek Wealth Management Inc.

  • $1.06 Billion
  • Q2 2025

A detailed history of Willow Creek Wealth Management Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 1,154 shares of IWV stock, worth $407,258. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,154
Previous 1,154 -0.0%
Holding current value
$407,258
Previous $366,000 10.66%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jul 16, 2025
BUY
$313.1 - $349.83 $14,089 - $15,742
45 Added 4.06%
1,154 $366,000
Q4 2024

Feb 14, 2025
SELL
$323.08 - $349.08 $16,154 - $17,454
-50 Reduced 4.31%
1,109 $370,000
Q2 2023

Aug 28, 2023
SELL
$231.57 - $254.48 $14,357 - $15,777
-62 Reduced 5.08%
1,159 $294,000
Q2 2022

Aug 16, 2022
SELL
$210.65 - $265.31 $8,847 - $11,143
-42 Reduced 3.33%
1,221 $265,000
Q3 2021

Nov 15, 2021
SELL
$251.89 - $269.0 $11,335 - $12,105
-45 Reduced 3.44%
1,263 $322,000
Q4 2020

Feb 23, 2021
SELL
$191.94 - $223.55 $18,042 - $21,013
-94 Reduced 6.7%
1,308 $292,000
Q1 2020

May 07, 2020
SELL
$128.35 - $198.13 $5,390 - $8,321
-42 Reduced 2.91%
1,402 $208,000
Q2 2019

Jul 22, 2019
SELL
N/A
-36 Reduced 2.43%
1,444 $249,000
Q3 2018

Oct 16, 2018
SELL
N/A
-40 Reduced 2.63%
1,480 $255,000
Q1 2018

Apr 26, 2018
BUY
N/A
1,520 New
1,520 $238,000

Others Institutions Holding IWV

# of Institutions
907
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
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