A detailed history of Lwm Advisory Services, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 3,146 shares of IWV stock, worth $1.04 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares
3,146
Previous 3,008 4.59%
Holding current value
$1.04 Million
Previous $902,000 7.65%
% of portfolio
0.84%
Previous 0.62%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$283.16 - $309.9 $39,076 - $42,766
138 Added 4.59%
3,146 $971,000
Q1 2024

May 09, 2024

SELL
$268.36 - $300.08 $5,098 - $5,701
-19 Reduced 0.63%
3,008 $902,000
Q3 2023

Nov 02, 2023

SELL
$243.9 - $263.56 $2,926 - $3,162
-12 Reduced 0.39%
3,027 $741,000
Q2 2023

Aug 07, 2023

SELL
$231.57 - $254.48 $5,557 - $6,107
-24 Reduced 0.78%
3,039 $773,000
Q1 2023

May 02, 2023

SELL
$218.83 - $242.18 $51,425 - $56,912
-235 Reduced 7.13%
3,063 $721,000
Q4 2022

Feb 07, 2023

BUY
$206.89 - $235.47 $44,067 - $50,155
213 Added 6.9%
3,298 $727,000
Q3 2022

Nov 16, 2022

BUY
$207.04 - $249.4 $3,933 - $4,738
19 Added 0.62%
3,085 $639,000
Q2 2022

Aug 15, 2022

SELL
$210.65 - $265.31 $7,372 - $9,285
-35 Reduced 1.13%
3,066 $666,000
Q1 2022

May 09, 2022

SELL
$242.02 - $279.09 $154,892 - $178,617
-640 Reduced 17.11%
3,101 $814,000
Q4 2021

Feb 18, 2022

BUY
$254.66 - $279.11 $952,683 - $1.04 Million
3,741 New
3,741 $1.04 Million

Others Institutions Holding IWV

About ISHARES RUSSELL 3000 ETF


  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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