Lakeshore Financial Planning, Inc. Ishares Russell 3000 ETF Transaction History

Lakeshore Financial Planning, Inc.

  • $234 Billion
  • Q4 2024

A detailed history of Lakeshore Financial Planning, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 9,218 shares of IWV stock, worth $2.95 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
9,218
Previous 9,230 0.13%
Holding current value
$2.95 Million
Previous $3.02 Billion 2.17%
% of portfolio
1.31%
Previous 1.33%

Shares

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

Feb 11, 2025
SELL
$323.08 - $349.08 $3,876 - $4,188
-12 Reduced 0.13%
9,218 $3.08 Billion
Q3 2024

Oct 31, 2024
SELL
$294.75 - $326.73 $14,737 - $16,336
-50 Reduced 0.54%
9,230 $3.02 Billion
Q1 2024

May 10, 2024
SELL
$268.36 - $300.08 $243,939 - $272,772
-909 Reduced 8.92%
9,280 $2.78 Billion
Q3 2023

Nov 14, 2023
BUY
$243.9 - $263.56 $2.49 Million - $2.69 Million
10,189 New
10,189 $2.5 Billion

Others Institutions Holding IWV

# of Institutions
928
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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