Csm Advisors, LLC Ishares Russell 3000 ETF Transaction History

Csm Advisors, LLC

  • $2.14 Billion
  • Q4 2024

A detailed history of Csm Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Csm Advisors, LLC holds 186,800 shares of IWV stock, worth $59 Million. This represents 2.92% of its overall portfolio holdings.

Number of Shares
186,800
Previous 93,400 100.0%
Holding current value
$59 Million
Previous $30.5 Million 104.6%
% of portfolio
2.92%
Previous 1.99%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$323.08 - $349.08 $30.2 Million - $32.6 Million
-93,400 Reduced 50.0%
93,400 $31.2 Million
Q4 2024

Feb 14, 2025
BUY
$323.08 - $349.08 $30.2 Million - $32.6 Million
93,400 Added 100.0%
186,800 $62.4 Million
Q4 2023

Feb 14, 2024
BUY
$234.36 - $274.87 $21.9 Million - $25.7 Million
93,400 New
93,400 $25.6 Million

Others Institutions Holding IWV

# of Institutions
932
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
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