Aries Wealth Management Ishares Russell 3000 ETF Transaction History

Aries Wealth Management

$359 Million
Q3 2024

A detailed history of Aries Wealth Management transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Aries Wealth Management holds 15,294 shares of IWV stock, worth $5.24 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares

15,294

Previous 10,833 41.18%

Holding current value

$5.24 Million

Previous $3.34 Million 49.48%

% of portfolio

1.39%

Previous 1.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$294.75 - $326.73 $1.31 Million - $1.46 Million	4,461 Added 41.18%	15,294 $5 Million
Q1 2024 May 02, 2024	SELL	$268.36 - $300.08 $13,418 - $15,004	-50 Reduced 0.46%	10,833 $3.25 Million
Q2 2023 Jul 13, 2023	SELL	$231.57 - $254.48 $11,578 - $12,724	-50 Reduced 0.46%	10,883 $2.77 Million
Q4 2022 Jan 18, 2023	BUY	$206.89 - $235.47 $20,689 - $23,547	100 Added 0.92%	10,933 $0
Q2 2022 Jul 27, 2022	BUY	$210.65 - $265.31 $2.28 Million - $2.87 Million	10,833 New	10,833 $2.36 Million
Q1 2022 Apr 25, 2022	SELL	$242.02 - $279.09 $2.62 Million - $3.02 Million	-10,833 Closed	0 $0
Q4 2021 Jun 06, 2022	SELL	$254.66 - $279.11 $16.6 Million - $18.1 Million	-64,998 Reduced 85.71%	10,833 $3.01 Million
Q4 2021 Jan 18, 2022	BUY	$254.66 - $279.11 $16.6 Million - $18.1 Million	64,998 Added 600.0%	75,831 $21 Million
Q4 2017 Feb 05, 2018	BUY	N/A	10,833	10,833 $1.8 Million

Others Institutions Holding IWV

# of Institutions

851

Shares Held

26.8M

Call Options Held

19.5K

Put Options Held

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

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Aries Wealth Management Ishares Russell 3000 ETF Transaction History