Lokken Investment Group LLC Ishares Russell 3000 ETF Transaction History

Lokken Investment Group LLC

  • $226 Million
  • Q3 2024

A detailed history of Lokken Investment Group LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Lokken Investment Group LLC holds 6,927 shares of IWV stock, worth $2.38 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
6,927
Previous 6,977 0.72%
Holding current value
$2.38 Million
Previous $2.15 Million 5.11%
% of portfolio
1.0%
Previous 1.05%

Shares

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

Nov 12, 2024
SELL
$294.75 - $326.73 $14,737 - $16,336
-50 Reduced 0.72%
6,927 $2.26 Million
Q2 2024

Aug 09, 2024
BUY
$283.16 - $309.9 $9,061 - $9,916
32 Added 0.46%
6,977 $2.15 Million
Q1 2024

May 14, 2024
BUY
$268.36 - $300.08 $4,562 - $5,101
17 Added 0.25%
6,945 $2.08 Million
Q4 2023

Feb 13, 2024
BUY
$234.36 - $274.87 $98,431 - $115,445
420 Added 6.45%
6,928 $1.9 Million
Q3 2023

Nov 13, 2023
BUY
$243.9 - $263.56 $142,681 - $154,182
585 Added 9.88%
6,508 $1.59 Million
Q2 2023

Aug 09, 2023
BUY
$231.57 - $254.48 $43,072 - $47,333
186 Added 3.24%
5,923 $1.51 Million
Q1 2023

May 08, 2023
BUY
$218.83 - $242.18 $49,455 - $54,732
226 Added 4.1%
5,737 $1.35 Million
Q4 2022

Feb 13, 2023
SELL
$206.89 - $235.47 $59,170 - $67,344
-286 Reduced 4.93%
5,511 $1.22 Million
Q3 2022

Nov 14, 2022
BUY
$207.04 - $249.4 $7,039 - $8,479
34 Added 0.59%
5,797 $1.2 Million
Q2 2022

Aug 08, 2022
SELL
$210.65 - $265.31 $17,694 - $22,286
-84 Reduced 1.44%
5,763 $1.25 Million
Q1 2022

May 11, 2022
SELL
$242.02 - $279.09 $77,688 - $89,587
-321 Reduced 5.2%
5,847 $1.4 Million
Q4 2021

Feb 07, 2022
BUY
$254.66 - $279.11 $7,639 - $8,373
30 Added 0.49%
6,168 $1.71 Million
Q3 2021

Nov 05, 2021
BUY
$251.89 - $269.0 $86,650 - $92,536
344 Added 5.94%
6,138 $1.56 Million
Q2 2021

Aug 03, 2021
BUY
$240.32 - $256.01 $25,233 - $26,881
105 Added 1.85%
5,794 $1.48 Million
Q1 2021

Jun 10, 2021
SELL
$220.59 - $239.53 $9,044 - $9,820
-41 Reduced 0.72%
5,689 $1.35 Million
Q4 2020

Feb 08, 2021
BUY
$191.94 - $223.55 $7,869 - $9,165
41 Added 0.72%
5,730 $1.28 Million
Q1 2012

Apr 13, 2021
BUY
N/A
5,689
5,689 $1.35 Million

Others Institutions Holding IWV

# of Institutions
873
Shares Held
33.2M
Call Options Held
11.9K
Put Options Held
2.9K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
Track This Portfolio

Track Lokken Investment Group LLC Portfolio

Follow Lokken Investment Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lokken Investment Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lokken Investment Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email