Yardley Wealth Management LLC Ishares Russell 3000 ETF Transaction History

Yardley Wealth Management LLC

  • $170 Million
  • Q1 2025

A detailed history of Yardley Wealth Management LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Yardley Wealth Management LLC holds 5,833 shares of IWV stock, worth $1.95 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
5,833
Previous 5,975 2.38%
Holding current value
$1.95 Million
Previous $2 Million 7.21%
% of portfolio
1.09%
Previous 0.97%

Shares

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

Apr 25, 2025
SELL
$313.1 - $349.83 $44,460 - $49,675
-142 Reduced 2.38%
5,833 $1.85 Million
Q4 2024

Feb 10, 2025
SELL
$323.08 - $349.08 $14,538 - $15,708
-45 Reduced 0.75%
5,975 $2 Million
Q3 2024

Nov 08, 2024
BUY
$294.75 - $326.73 $1.77 Million - $1.97 Million
6,020 New
6,020 $1.97 Million

Others Institutions Holding IWV

# of Institutions
902
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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