A detailed history of Capital Directions Investment Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Capital Directions Investment Advisors, LLC holds 65,125 shares of IWV stock, worth $21.5 Million. This represents 5.37% of its overall portfolio holdings.

Number of Shares
65,125
Previous 0 Infinity%
Holding current value
$21.5 Million
Previous $12.5 Million 15.01%
% of portfolio
5.37%
Previous 4.79%

Shares

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

Feb 01, 2023

BUY
$206.89 - $235.47 $13.5 Million - $15.3 Million
65,125 New
65,125 $14.4 Million
Q3 2022

Nov 02, 2022

SELL
$207.04 - $249.4 $13.4 Million - $16.1 Million
-64,623 Closed
0 $12.5 Million
Q2 2022

Jul 26, 2022

SELL
$210.65 - $265.31 $25,278 - $31,837
-120 Reduced 0.19%
64,623 $14 Million
Q3 2021

Nov 08, 2021

SELL
$251.89 - $269.0 $79,849 - $85,273
-317 Reduced 0.49%
64,743 $16.5 Million
Q2 2021

Aug 13, 2021

BUY
$240.32 - $256.01 $15.6 Million - $16.7 Million
65,060 New
65,060 $16.7 Million
Q1 2021

May 17, 2021

SELL
$220.59 - $239.53 $14.4 Million - $15.6 Million
-65,230 Closed
0 $0
Q4 2020

Feb 10, 2021

SELL
$191.94 - $223.55 $110,749 - $128,988
-577 Reduced 0.88%
65,230 $14.6 Million
Q3 2020

Nov 12, 2020

BUY
$180.98 - $208.68 $644,469 - $743,109
3,561 Added 5.72%
65,807 $12.9 Million
Q2 2020

Aug 13, 2020

BUY
$141.33 - $188.81 $194,470 - $259,802
1,376 Added 2.26%
62,246 $11.2 Million
Q1 2020

May 11, 2020

SELL
$128.35 - $198.13 $69,694 - $107,584
-543 Reduced 0.88%
60,870 $9.03 Million
Q3 2019

Nov 14, 2019

BUY
$172.91 - $176.69 $10.6 Million - $10.9 Million
61,413 New
61,413 $10.7 Million
Q1 2019

May 14, 2019

SELL
N/A
-60,289 Closed
0 $0
Q4 2018

Feb 15, 2019

BUY
N/A
56,018 Added 1311.59%
60,289 $8.86 Million
Q2 2017

Aug 15, 2017

BUY
N/A
4,271
4,271 $615,000

Others Institutions Holding IWV

About ISHARES RUSSELL 3000 ETF


  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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