Atlantic Private Wealth, LLC Ishares Russell 3000 ETF Transaction History

Atlantic Private Wealth, LLC

  • $144 Million
  • Q3 2025

A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 140 shares of IWV stock, worth $53,272. This represents 0.04% of its overall portfolio holdings.

Number of Shares
140
Previous 140 -0.0%
Holding current value
$53,272
Previous $49,000 8.16%
% of portfolio
0.04%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$313.1 - $349.83 $313 - $349
1 Added 0.72%
140 $44,000
Q4 2024

Feb 11, 2025
BUY
$323.08 - $349.08 $323 - $349
1 Added 0.72%
139 $46,000
Q3 2024

Nov 07, 2024
SELL
$294.75 - $326.73 $294 - $326
-1 Reduced 0.72%
138 $45,000
Q2 2024

Aug 12, 2024
BUY
$283.16 - $309.9 $283 - $309
1 Added 0.72%
139 $42,000
Q4 2023

Feb 09, 2024
BUY
$234.36 - $274.87 $234 - $274
1 Added 0.73%
138 $37,000
Q2 2023

Aug 11, 2023
BUY
$231.57 - $254.48 $231 - $254
1 Added 0.74%
137 $34,000
Q1 2023

May 12, 2023
BUY
$218.83 - $242.18 $29,760 - $32,936
136 New
136 $32,000

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

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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