Journey Strategic Wealth LLC Ishares Russell 3000 ETF Transaction History

Journey Strategic Wealth LLC

  • $2.65 Billion
  • Q4 2024

A detailed history of Journey Strategic Wealth LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 8,894 shares of IWV stock, worth $3.01 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
8,894
Previous 2,624 238.95%
Holding current value
$3.01 Million
Previous $857,000 246.79%
% of portfolio
0.11%
Previous 0.03%

Shares

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

Jan 24, 2025
BUY
$323.08 - $349.08 $2.03 Million - $2.19 Million
6,270 Added 238.95%
8,894 $2.97 Million
Q3 2024

Nov 12, 2024
SELL
$294.75 - $326.73 $450,967 - $499,896
-1,530 Reduced 36.83%
2,624 $857,000
Q2 2024

Aug 14, 2024
BUY
$283.16 - $309.9 $148,375 - $162,387
524 Added 14.44%
4,154 $1.28 Million
Q1 2024

May 13, 2024
BUY
$268.36 - $300.08 $54,745 - $61,216
204 Added 5.95%
3,630 $1.09 Million
Q4 2023

Feb 09, 2024
SELL
$234.36 - $274.87 $531,762 - $623,680
-2,269 Reduced 39.84%
3,426 $937,000
Q3 2023

Nov 08, 2023
SELL
$243.9 - $263.56 $212,924 - $230,087
-873 Reduced 13.29%
5,695 $1.4 Million
Q2 2023

Aug 14, 2023
BUY
$231.57 - $254.48 $848,240 - $932,160
3,663 Added 126.09%
6,568 $1.67 Million
Q1 2023

May 11, 2023
SELL
$218.83 - $242.18 $731,767 - $809,849
-3,344 Reduced 53.51%
2,905 $683,000
Q4 2022

Feb 14, 2023
BUY
$206.89 - $235.47 $965,969 - $1.1 Million
4,669 Added 295.51%
6,249 $1.38 Million
Q3 2022

Nov 14, 2022
BUY
$207.04 - $249.4 $327,123 - $394,052
1,580 New
1,580 $327,000

Others Institutions Holding IWV

# of Institutions
925
Shares Held
31.7M
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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