Ashford Advisors, LLC Ishares Russell 3000 ETF Transaction History

Ashford Advisors, LLC

  • $452 Million
  • Q3 2025

A detailed history of Ashford Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Ashford Advisors, LLC holds 1,848 shares of IWV stock, worth $703,200. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,848
Previous 6,142 69.91%
Holding current value
$703,200
Previous $2.16 Million 67.52%
% of portfolio
0.15%
Previous 0.5%

Shares

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

Nov 03, 2025
SELL
$351.04 - $379.81 $1.51 Million - $1.63 Million
-4,294 Reduced 69.91%
1,848 $700,000
Q2 2025

Jul 24, 2025
BUY
$281.67 - $351.0 $1.21 Million - $1.51 Million
4,294 Added 232.36%
6,142 $2.16 Million
Q4 2024

Feb 03, 2025
SELL
$323.08 - $349.08 $29,077 - $31,417
-90 Reduced 4.64%
1,848 $617,000
Q3 2024

Oct 28, 2024
SELL
$294.75 - $326.73 $28,001 - $31,039
-95 Reduced 4.67%
1,938 $633,000
Q4 2023

Jan 30, 2024
SELL
$234.36 - $274.87 $28,123 - $32,984
-120 Reduced 5.57%
2,033 $557,000
Q3 2023

Feb 12, 2024
SELL
$243.9 - $263.56 $29,268 - $31,627
-120 Reduced 5.28%
2,153 $527,000
Q3 2023

Nov 08, 2023
SELL
$243.9 - $263.56 $29,268 - $31,627
-120 Reduced 5.28%
2,153 $528,000
Q1 2023

Feb 12, 2024
BUY
$218.83 - $242.18 $52,519 - $58,123
240 Added 11.81%
2,273 $535,000
Q4 2022

Feb 12, 2024
BUY
$206.89 - $235.47 $49,653 - $56,512
240 Added 11.81%
2,273 $501,000
Q4 2022

Jan 31, 2023
SELL
$206.89 - $235.47 $28,964 - $32,965
-140 Reduced 5.8%
2,273 $502,000
Q4 2021

Jan 20, 2022
SELL
$254.66 - $279.11 $1.52 Million - $1.66 Million
-5,964 Reduced 71.19%
2,413 $670,000
Q2 2021

Jul 16, 2021
SELL
$240.32 - $256.01 $19,946 - $21,248
-83 Reduced 0.98%
8,377 $2.14 Million
Q4 2020

May 11, 2021
BUY
$191.94 - $223.55 $1.62 Million - $1.89 Million
8,460 New
8,460 $1.89 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
Track This Portfolio

Track Ashford Advisors, LLC Portfolio

Follow Ashford 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 Ashford Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ashford Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email