Capital Advisors Wealth Management, LLC Ishares Russell 3000 ETF Transaction History

Capital Advisors Wealth Management, LLC

  • $681 Million
  • Q3 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 1,000 shares of IWV stock, worth $380,520. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,000
Previous 1,000 -0.0%
Holding current value
$380,520
Previous $351,000 7.69%
% of portfolio
0.06%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 09, 2023
SELL
$206.89 - $235.47 $47,170 - $53,687
-228 Reduced 18.57%
1,000 $220,000
Q2 2022

Aug 04, 2022
BUY
$210.65 - $265.31 $258,678 - $325,800
1,228 New
1,228 $267,000

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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