Unique Wealth, LLC Ishares Russell 3000 ETF Transaction History

Unique Wealth, LLC

$480 Billion
Q4 2024

A detailed history of Unique Wealth, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Unique Wealth, LLC holds 620 shares of IWV stock, worth $209,566. This represents 0.04% of its overall portfolio holdings.

Number of Shares

620

Holding current value

$209,566

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	$323.08 - $349.08 $200,309 - $216,429	620 New	620 $207 Million

Others Institutions Holding IWV

# of Institutions

926

Shares Held

27.1M

Call Options Held

17.4K

Put Options Held

6.4K

Scs Capital Management LLC Boston, MA

1.75M
Shares

$590 Million
12.03% of portfolio
Northern Trust Corp Chicago, IL

1.15M
Shares

$390 Million
0.06% of portfolio
Morgan Stanley New York, NY

1.14M
Shares

$384 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.03M
Shares

$349 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.02M
Shares

$344 Million
0.03% of portfolio

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

More about IWV

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