Burt Wealth Advisors Ishares Russell 3000 ETF Transaction History

Burt Wealth Advisors

  • $399 Million
  • Q3 2024

A detailed history of Burt Wealth Advisors transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Burt Wealth Advisors holds 1,707 shares of IWV stock, worth $585,125. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,707
Previous 1,707 -0.0%
Holding current value
$585,125
Previous $526,000 5.89%
% of portfolio
0.14%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 19, 2022
BUY
$242.02 - $279.09 $141,097 - $162,709
583 Added 51.87%
1,707 $448,000
Q4 2021

Jan 13, 2022
SELL
$254.66 - $279.11 $7,639 - $8,373
-30 Reduced 2.6%
1,124 $312,000
Q4 2020

Feb 11, 2021
SELL
$191.94 - $223.55 $8,829 - $10,283
-46 Reduced 3.83%
1,154 $258,000
Q2 2017

Aug 07, 2017
BUY
N/A
1,200
1,200 $172,000

Others Institutions Holding IWV

# of Institutions
851
Shares Held
26.8M
Call Options Held
19.5K
Put Options Held
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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