Avantax Planning Partners, Inc. Ishares Russell 3000 ETF Transaction History

Avantax Planning Partners, Inc.

  • $3.45 Billion
  • Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 1,957 shares of IWV stock, worth $744,677. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,957
Previous 1,954 0.15%
Holding current value
$744,677
Previous $685,000 8.18%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 31, 2025
BUY
$351.04 - $379.81 $1,053 - $1,139
3 Added 0.15%
1,957 $741,000
Q2 2025

Aug 11, 2025
BUY
$281.67 - $351.0 $563 - $702
2 Added 0.1%
1,954 $685,000
Q1 2025

Apr 28, 2025
BUY
$313.1 - $349.83 $939 - $1,049
3 Added 0.15%
1,952 $620,000
Q4 2024

Feb 07, 2025
BUY
$323.08 - $349.08 $646 - $698
2 Added 0.1%
1,949 $651,000
Q3 2024

Nov 13, 2024
SELL
$294.75 - $326.73 $20,337 - $22,544
-69 Reduced 3.42%
1,947 $636,000
Q2 2024

Aug 09, 2024
BUY
$283.16 - $309.9 $566 - $619
2 Added 0.1%
2,016 $622,000
Q1 2024

May 02, 2024
BUY
$268.36 - $300.08 $265,139 - $296,479
988 Added 96.3%
2,014 $604,000
Q4 2023

Feb 09, 2024
BUY
$234.36 - $274.87 $1,640 - $1,924
7 Added 0.69%
1,026 $280,000
Q3 2023

Nov 03, 2023
BUY
$243.9 - $263.56 $4,878 - $5,271
20 Added 2.0%
1,019 $249,000
Q2 2023

Jul 17, 2023
BUY
$231.57 - $254.48 $694 - $763
3 Added 0.3%
999 $254,000
Q1 2023

Apr 20, 2023
BUY
$218.83 - $242.18 $656 - $726
3 Added 0.3%
996 $234,000
Q4 2022

Feb 09, 2023
SELL
$206.89 - $235.47 $19,861 - $22,605
-96 Reduced 8.82%
993 $219,000
Q3 2022

Oct 14, 2022
SELL
$207.04 - $249.4 $1,242 - $1,496
-6 Reduced 0.55%
1,089 $225,000
Q4 2021

Jan 28, 2022
BUY
$254.66 - $279.11 $19,354 - $21,212
76 Added 7.46%
1,095 $304,000
Q3 2021

Oct 27, 2021
BUY
$251.89 - $269.0 $1,511 - $1,614
6 Added 0.59%
1,019 $260,000
Q2 2021

Aug 10, 2021
BUY
$240.32 - $256.01 $1,201 - $1,280
5 Added 0.5%
1,013 $259,000
Q4 2020

Feb 04, 2021
BUY
$191.94 - $223.55 $193,475 - $225,338
1,008 New
1,008 $225,000
Q4 2018

Feb 14, 2019
SELL
N/A
-825 Closed
0 $0
Q3 2018

Nov 13, 2018
SELL
N/A
-684 Reduced 45.33%
825 $142,000
Q3 2017

Oct 19, 2017
BUY
N/A
1,509
1,509 $225,000

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
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