Lion Street Advisors, LLC Ishares Russell 3000 ETF Transaction History

Lion Street Advisors, LLC

  • $306 Million
  • Q1 2025

A detailed history of Lion Street Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Lion Street Advisors, LLC holds 1,225 shares of IWV stock, worth $366,238. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,225
Previous 1,225 -0.0%
Holding current value
$366,238
Previous $409,000 5.38%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Oct 10, 2024
SELL
$294.75 - $326.73 $117,900 - $130,692
-400 Reduced 24.62%
1,225 $400,000
Q2 2024

Jul 12, 2024
BUY
$283.16 - $309.9 $77,869 - $85,222
275 Added 20.37%
1,625 $501,000
Q4 2023

Jan 09, 2024
BUY
$234.36 - $274.87 $105,462 - $123,691
450 Added 50.0%
1,350 $369,000
Q3 2023

Oct 19, 2023
BUY
$243.9 - $263.56 $219,510 - $237,204
900 New
900 $220,000

Others Institutions Holding IWV

# of Institutions
926
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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