Aquire Wealth Advisors, LLC Ishares Russell 3000 ETF Transaction History

Aquire Wealth Advisors, LLC

  • $318 Million
  • Q3 2024

A detailed history of Aquire Wealth Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 14,504 shares of IWV stock, worth $4.77 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
14,504
Previous 15,008 3.36%
Holding current value
$4.77 Million
Previous $4.63 Million 2.29%
% of portfolio
1.49%
Previous 1.56%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$294.75 - $326.73 $148,554 - $164,671
-504 Reduced 3.36%
14,504 $4.74 Million
Q2 2024

Aug 14, 2024
SELL
$283.16 - $309.9 $18,971 - $20,763
-67 Reduced 0.44%
15,008 $4.63 Million
Q1 2024

May 13, 2024
SELL
$268.36 - $300.08 $69,505 - $77,720
-259 Reduced 1.69%
15,075 $4.52 Million
Q4 2023

Jan 11, 2024
SELL
$234.36 - $274.87 $209,986 - $246,283
-896 Reduced 5.52%
15,334 $4.2 Million
Q3 2023

Oct 30, 2023
SELL
$243.9 - $263.56 $647,798 - $700,015
-2,656 Reduced 14.06%
16,230 $3.98 Million
Q2 2023

Aug 03, 2023
SELL
$231.57 - $254.48 $103,511 - $113,752
-447 Reduced 2.31%
18,886 $4.81 Million
Q1 2023

May 01, 2023
SELL
$218.83 - $242.18 $1,312 - $1,453
-6 Reduced 0.03%
19,333 $4.55 Million
Q4 2022

Jan 20, 2023
SELL
$206.89 - $235.47 $203,786 - $231,937
-985 Reduced 4.85%
19,339 $0
Q3 2022

Oct 18, 2022
SELL
$207.04 - $249.4 $151,967 - $183,059
-734 Reduced 3.49%
20,324 $4.21 Million
Q2 2022

Jul 27, 2022
BUY
$210.65 - $265.31 $631 - $795
3 Added 0.01%
21,058 $4.58 Million
Q1 2022

Apr 28, 2022
SELL
$242.02 - $279.09 $1,936 - $2,232
-8 Reduced 0.04%
21,055 $5.52 Million
Q4 2021

Feb 09, 2022
BUY
$254.66 - $279.11 $5.36 Million - $5.88 Million
21,063 New
21,063 $5.85 Million

Others Institutions Holding IWV

# of Institutions
834
Shares Held
27.4M
Call Options Held
21.2K
Put Options Held
5K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
Track This Portfolio

Track Aquire Wealth Advisors, LLC Portfolio

Follow Aquire Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Aquire Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email