Apella Capital, LLC Ishares Russell 3000 ETF Transaction History

Apella Capital, LLC

$4.73 Billion
Q4 2025

A detailed history of Apella Capital, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Apella Capital, LLC holds 26,542 shares of IWV stock, worth $10.1 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

26,542

Previous 6,192 328.65%

Holding current value

$10.1 Million

Previous $2.35 Million 330.48%

% of portfolio

0.21%

Previous 0.05%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	$371.33 - $389.89 $7.56 Million - $7.93 Million	20,350 Added 328.65%	26,542 $10.1 Million
Q3 2025 Oct 17, 2025	BUY	$351.04 - $379.81 $702 - $759	2 Added 0.03%	6,192 $2.35 Million
Q2 2025 Jul 08, 2025	SELL	$281.67 - $351.0 $68,164 - $84,942	-242 Reduced 3.76%	6,190 $2.17 Million
Q1 2025 Apr 10, 2025	BUY	$313.1 - $349.83 $939 - $1,049	3 Added 0.05%	6,432 $2.03 Million
Q4 2024 Jan 14, 2025	BUY	$323.08 - $349.08 $969 - $1,047	3 Added 0.05%	6,429 $2.15 Million

Q3 2024 Oct 03, 2024	BUY	$294.75 - $326.73 $1,179 - $1,306	4 Added 0.06%	6,426 $2.1 Million
Q2 2024 Jul 10, 2024	SELL	$283.16 - $309.9 $9,061 - $9,916	-32 Reduced 0.5%	6,422 $1.98 Million
Q1 2024 Apr 10, 2024	BUY	$268.36 - $300.08 $805 - $900	3 Added 0.05%	6,454 $1.94 Million
Q4 2023 Jan 05, 2024	BUY	$234.36 - $274.87 $9,843 - $11,544	42 Added 0.66%	6,451 $1.77 Million
Q2 2023 Jul 06, 2023	SELL	$231.57 - $254.48 $130,837 - $143,781	-565 Reduced 8.1%	6,409 $1.63 Million
Q4 2022 Jan 10, 2023	BUY	$206.89 - $235.47 $211,234 - $240,414	1,021 Added 17.15%	6,974 $0
Q3 2022 Oct 11, 2022	SELL	$207.04 - $249.4 $20,704 - $24,940	-100 Reduced 1.65%	5,953 $1.23 Million
Q2 2022 Jul 08, 2022	SELL	$210.65 - $265.31 $11,796 - $14,857	-56 Reduced 0.92%	6,053 $1.32 Million
Q1 2022 Apr 11, 2022	SELL	$242.02 - $279.09 $19,361 - $22,327	-80 Reduced 1.29%	6,109 $0
Q4 2021 Jan 13, 2022	SELL	$254.66 - $279.11 $15,534 - $17,025	-61 Reduced 0.98%	6,189 $1.72 Million
Q4 2020 Feb 18, 2021	SELL	$191.94 - $223.55 $162,189 - $188,899	-845 Reduced 11.91%	6,250 $1.4 Million
Q1 2020 May 14, 2020	BUY	$128.35 - $198.13 $910,643 - $1.41 Million	7,095 New	7,095 $1.05 Million

Others Institutions Holding IWV

# of Institutions

949

Shares Held

26.7M

Call Options Held

22K

Put Options Held

5.3K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

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Apella Capital, LLC Ishares Russell 3000 ETF Transaction History