Modern Wealth Management, LLC Ishares Russell 3000 ETF Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 615 shares of IWV stock, worth $204,733. This represents 0.01% of its overall portfolio holdings.

Number of Shares
615
Previous 614 0.16%
Holding current value
$204,733
Previous $200 Million 6.32%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 11, 2025
BUY
$323.08 - $349.08 $323 - $349
1 Added 0.16%
615 $213 Million
Q3 2024

Nov 05, 2024
BUY
$294.75 - $326.73 $180,976 - $200,612
614 New
614 $200 Million

Others Institutions Holding IWV

# of Institutions
926
Shares Held
31.7M
Call Options Held
17.4K
Put Options Held
6.4K
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 Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, 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 Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email