Lgt Financial Advisors LLC Ishares Russell 3000 ETF Transaction History

Lgt Financial Advisors LLC

  • $46.4 Billion
  • Q3 2025

A detailed history of Lgt Financial Advisors LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 2,018 shares of IWV stock, worth $767,889. This represents 1.65% of its overall portfolio holdings.

Number of Shares
2,018
Previous 2,013 0.25%
Holding current value
$767,889
Previous $707 Million 8.23%
% of portfolio
1.65%
Previous 1.79%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 17, 2025
BUY
$351.04 - $379.81 $1,755 - $1,899
5 Added 0.25%
2,018 $765 Million
Q2 2025

Jul 30, 2025
BUY
$281.67 - $351.0 $1,408 - $1,755
5 Added 0.25%
2,013 $707 Million
Q1 2025

May 08, 2025
SELL
$313.1 - $349.83 $80,466 - $89,906
-257 Reduced 11.35%
2,008 $638 Million
Q4 2024

Feb 14, 2025
BUY
$323.08 - $349.08 $2,261 - $2,443
7 Added 0.31%
2,265 $757 Million
Q3 2024

Oct 31, 2024
BUY
$294.75 - $326.73 $2,358 - $2,613
8 Added 0.36%
2,258 $738 Million
Q2 2024

Aug 05, 2024
SELL
$283.16 - $309.9 $305,812 - $334,692
-1,080 Reduced 32.43%
2,250 $695 Million
Q1 2024

May 02, 2024
BUY
$268.36 - $300.08 $1,878 - $2,100
7 Added 0.21%
3,330 $1 Billion
Q4 2023

Feb 12, 2024
SELL
$234.36 - $274.87 $43,825 - $51,400
-187 Reduced 5.33%
3,323 $910 Million
Q2 2023

Aug 14, 2023
BUY
$231.57 - $254.48 $812,810 - $893,224
3,510 New
3,510 $893 Million
Q4 2022

Feb 14, 2023
BUY
$206.89 - $235.47 $785,147 - $893,608
3,795 New
3,795 $838 Million

Others Institutions Holding IWV

# of Institutions
946
Shares Held
26.8M
Call Options Held
22K
Put Options Held
5.3K
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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