Lji Wealth Management, LLC Ishares Russell 3000 ETF Transaction History

Lji Wealth Management, LLC

  • $508 Billion
  • Q4 2024

A detailed history of Lji Wealth Management, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Lji Wealth Management, LLC holds 607 shares of IWV stock, worth $209,172. This represents 0.04% of its overall portfolio holdings.

Number of Shares
607
Previous 729 16.74%
Holding current value
$209,172
Previous $238 Million 14.82%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jan 28, 2025
SELL
$323.08 - $349.08 $39,415 - $42,587
-122 Reduced 16.74%
607 $203 Million
Q1 2024

May 15, 2024
BUY
$268.36 - $300.08 $195,634 - $218,758
729 New
729 $219 Million

Others Institutions Holding IWV

# of Institutions
864
Shares Held
26.4M
Call Options Held
19.5K
Put Options Held
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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