Lutz Financial Services LLC Ishares Russell 3000 ETF Transaction History

Lutz Financial Services LLC

$1.38 Billion
Q3 2025

A detailed history of Lutz Financial Services LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 12,666 shares of IWV stock, worth $4.82 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

12,666

Previous 13,245 4.37%

Holding current value

$4.82 Million

Previous $4.65 Million 3.25%

% of portfolio

0.35%

Previous 0.36%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$351.04 - $379.81 $203,252 - $219,909	-579 Reduced 4.37%	12,666 $4.8 Million
Q1 2025 May 07, 2025	SELL	$313.1 - $349.83 $283,355 - $316,596	-905 Reduced 6.4%	13,245 $4.21 Million
Q2 2024 Jul 29, 2024	SELL	$283.16 - $309.9 $312,325 - $341,819	-1,103 Reduced 7.23%	14,150 $4.37 Million
Q1 2022 Apr 25, 2022	SELL	$242.02 - $279.09 $140,129 - $161,593	-579 Reduced 3.66%	15,253 $4 Million
Q4 2020 Feb 12, 2021	SELL	$191.94 - $223.55 $469,293 - $546,579	-2,445 Reduced 13.38%	15,832 $3.54 Million

Q2 2020 Jul 28, 2020	SELL	$141.33 - $188.81 $440,525 - $588,520	-3,117 Reduced 14.57%	18,277 $3.29 Million
Q1 2019 May 06, 2019	SELL	N/A	-18,033 Reduced 45.74%	21,394 $3.57 Million
Q4 2018 Feb 13, 2019	BUY	N/A	33,703 Added 588.8%	39,427 $5.79 Million
Q3 2018 Nov 13, 2018	BUY	N/A	5,724 New	5,724 $986,000

Others Institutions Holding IWV

# of Institutions

956

Shares Held

26.7M

Call Options Held

22K

Put Options Held

5.3K

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About ISHARES RUSSELL 3000 ETF

Ticker IWV
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Lutz Financial Services LLC Ishares Russell 3000 ETF Transaction History