Atlantic Private Wealth, LLC Ishares Russell 3000 ETF Transaction History

Atlantic Private Wealth, LLC

  • $131 Million
  • Q4 2024

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 139 shares of IWV stock, worth $45,511. This represents 0.04% of its overall portfolio holdings.

Number of Shares
139
Previous 138 0.72%
Holding current value
$45,511
Previous $45,000 2.22%
% of portfolio
0.04%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
927
Shares Held
27.1M
Call Options Held
17.4K
Put Options Held
6.4K
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 Atlantic Private Wealth, LLC Portfolio

Follow Atlantic Private Wealth, 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 Atlantic Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atlantic Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email