Kovitz Investment Group Partners, LLC Ishares Russell 3000 ETF Transaction History

Kovitz Investment Group Partners, LLC

  • $18.2 Billion
  • Q1 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 1,343 shares of IWV stock, worth $486,233. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,343
Previous 1,343 -0.0%
Holding current value
$486,233
Previous $426,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$313.1 - $349.83 $16,907 - $18,890
54 Added 4.19%
1,343 $426,000
Q4 2024

Feb 14, 2025
SELL
$323.08 - $349.08 $56,215 - $60,739
-174 Reduced 11.89%
1,289 $430,000
Q3 2024

Nov 14, 2024
BUY
$294.75 - $326.73 $90,488 - $100,306
307 Added 26.56%
1,463 $478,000
Q2 2024

Aug 14, 2024
BUY
$283.16 - $309.9 $327,332 - $358,244
1,156 New
1,156 $356,000

Others Institutions Holding IWV

# of Institutions
909
Shares Held
26.5M
Call Options Held
16.1K
Put Options Held
8.2K
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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