Marks Group Wealth Management, Inc Ishares Russell 3000 ETF Transaction History

Marks Group Wealth Management, Inc

  • $1.03 Billion
  • Q3 2025

A detailed history of Marks Group Wealth Management, Inc transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 545 shares of IWV stock, worth $207,383. This represents 0.02% of its overall portfolio holdings.

Number of Shares
545
Holding current value
$207,383
% of portfolio
0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$351.04 - $379.81 $191,316 - $206,996
545 New
545 $206,000
Q3 2024

Oct 30, 2024
SELL
$294.75 - $326.73 $10,316 - $11,435
-35 Reduced 4.02%
835 $272,000
Q1 2024

Apr 29, 2024
SELL
$268.36 - $300.08 $77,824 - $87,023
-290 Reduced 25.0%
870 $261,000
Q4 2023

Feb 01, 2024
BUY
$234.36 - $274.87 $271,857 - $318,849
1,160 New
1,160 $317,000

Others Institutions Holding IWV

# of Institutions
948
Shares Held
26.8M
Call Options Held
22K
Put Options Held
5.3K
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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