Ferguson Wellman Capital Management, Inc Ishares Russell 3000 ETF Transaction History

Ferguson Wellman Capital Management, Inc

  • $4.97 Billion
  • Q1 2025

A detailed history of Ferguson Wellman Capital Management, Inc transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Ferguson Wellman Capital Management, Inc holds 1,560 shares of IWV stock, worth $467,032. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,560
Previous 1,560 -0.0%
Holding current value
$467,032
Previous $521,000 5.57%
% of portfolio
0.01%
Previous 0.01%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$294.75 - $326.73 $63,371 - $70,246
215 Added 15.99%
1,560 $509,000
Q3 2024

Oct 18, 2024
SELL
$294.75 - $326.73 $63,371 - $70,246
-215 Reduced 13.78%
1,345 $439,000
Q3 2023

Oct 12, 2023
BUY
$243.9 - $263.56 $52,438 - $56,665
215 Added 15.99%
1,560 $382,000
Q2 2023

Jul 11, 2023
SELL
$231.57 - $254.48 $1,157 - $1,272
-5 Reduced 0.37%
1,345 $342,000
Q4 2022

Jan 13, 2023
BUY
$206.89 - $235.47 $413 - $470
2 Added 0.15%
1,350 $298,000
Q2 2022

Jul 14, 2022
SELL
$210.65 - $265.31 $20,854 - $26,265
-99 Reduced 6.84%
1,348 $293,000
Q1 2022

Apr 14, 2022
BUY
$242.02 - $279.09 $484 - $558
2 Added 0.14%
1,447 $380,000
Q4 2021

Jan 10, 2022
SELL
$254.66 - $279.11 $6,366 - $6,977
-25 Reduced 1.7%
1,445 $401,000
Q3 2021

Oct 22, 2021
BUY
$251.89 - $269.0 $1,007 - $1,076
4 Added 0.27%
1,470 $375,000
Q1 2021

Apr 26, 2021
BUY
$220.59 - $239.53 $1,323 - $1,437
6 Added 0.41%
1,466 $348,000
Q4 2020

Feb 04, 2021
SELL
$191.94 - $223.55 $6,909 - $8,047
-36 Reduced 2.41%
1,460 $326,000
Q3 2020

Oct 13, 2020
SELL
$180.98 - $208.68 $3,619 - $4,173
-20 Reduced 1.32%
1,496 $293,000
Q2 2020

Aug 04, 2020
SELL
$141.33 - $188.81 $4,239 - $5,664
-30 Reduced 1.94%
1,516 $273,000
Q1 2020

Apr 21, 2020
SELL
$128.35 - $198.13 $11,294 - $17,435
-88 Reduced 5.39%
1,546 $229,000
Q4 2019

Jan 24, 2020
BUY
$168.6 - $189.08 $505 - $567
3 Added 0.18%
1,634 $308,000
Q1 2019

Apr 11, 2019
BUY
N/A
15 Added 0.93%
1,631 $272,000
Q4 2018

Jan 16, 2019
SELL
N/A
-17 Reduced 1.04%
1,616 $0
Q2 2018

Aug 10, 2018
SELL
N/A
-3 Reduced 0.18%
1,633 $265,000
Q1 2018

Apr 09, 2018
SELL
N/A
-132 Reduced 7.47%
1,636 $256,000
Q3 2017

Oct 11, 2017
BUY
N/A
1,768
1,768 $264,000

Others Institutions Holding IWV

# of Institutions
922
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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