Aptus Capital Advisors, LLC Ishares Russell 3000 ETF Transaction History

Aptus Capital Advisors, LLC

$12.7 Billion
Q3 2025

A detailed history of Aptus Capital Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 5,659 shares of IWV stock, worth $2.15 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,659

Previous 5,662 0.05%

Holding current value

$2.15 Million

Previous $1.99 Million 7.9%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$351.04 - $379.81 $1,053 - $1,139	-3 Reduced 0.05%	5,659 $2.14 Million
Q2 2025 Aug 11, 2025	BUY	$281.67 - $351.0 $1,126 - $1,404	4 Added 0.07%	5,662 $1.99 Million
Q1 2025 May 13, 2025	SELL	$313.1 - $349.83 $313 - $349	-1 Reduced 0.02%	5,658 $1.8 Million
Q4 2024 Feb 14, 2025	BUY	$323.08 - $349.08 $129,878 - $140,330	402 Added 7.65%	5,659 $1.89 Million
Q3 2024 Nov 05, 2024	BUY	$294.75 - $326.73 $2,063 - $2,287	7 Added 0.13%	5,257 $1.72 Million

Q1 2024 May 15, 2024	BUY	$268.36 - $300.08 $1.27 Million - $1.42 Million	4,747 Added 943.74%	5,250 $1.58 Million
Q4 2023 Feb 13, 2024	SELL	$234.36 - $274.87 $46,403 - $54,424	-198 Reduced 28.25%	503 $137,000
Q3 2023 Nov 08, 2023	SELL	$243.9 - $263.56 $90,243 - $97,517	-370 Reduced 34.55%	701 $171,000
Q2 2023 Aug 11, 2023	SELL	$231.57 - $254.48 $20,841 - $22,903	-90 Reduced 7.75%	1,071 $272,000
Q1 2023 May 09, 2023	BUY	$218.83 - $242.18 $254,061 - $281,170	1,161 New	1,161 $273,000

Others Institutions Holding IWV

# of Institutions

945

Shares Held

26.8M

Call Options Held

22K

Put Options Held

5.3K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

More about IWV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aptus Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aptus Capital Advisors, LLC with notifications on news.

Account

Aptus Capital Advisors, LLC Ishares Russell 3000 ETF Transaction History