Fiduciary Wealth Partners, LLC Ishares Russell 3000 ETF Transaction History

Fiduciary Wealth Partners, LLC

  • $238 Billion
  • Q3 2025

A detailed history of Fiduciary Wealth Partners, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Fiduciary Wealth Partners, LLC holds 9,235 shares of IWV stock, worth $3.51 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
9,235
Previous 3,775 144.64%
Holding current value
$3.51 Million
Previous $1.33 Billion 164.11%
% of portfolio
1.47%
Previous 1.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$351.04 - $379.81 $1.92 Million - $2.07 Million
5,460 Added 144.64%
9,235 $3.5 Billion
Q2 2025

Jul 31, 2025
SELL
$281.67 - $351.0 $474,613 - $591,435
-1,685 Reduced 30.86%
3,775 $1.33 Billion
Q1 2025

May 08, 2025
BUY
$313.1 - $349.83 $1.71 Million - $1.91 Million
5,460 New
5,460 $1.73 Billion

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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