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

Willow Creek Wealth Management Inc.

$782 Million
Q4 2023

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 1,159 shares of IWV stock, worth $396,702. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,159

Previous 1,159 -0.0%

Holding current value

$396,702

Previous $284,000 11.62%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

851

Shares Held

26.8M

Call Options Held

19.5K

Put Options Held

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

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