Moisand Fitzgerald Tamayo, LLC Ishares Russell 3000 ETF Transaction History

Moisand Fitzgerald Tamayo, LLC

$681 Million
Q4 2024

A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 5,548 shares of IWV stock, worth $1.91 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

5,548

Previous 5,903 6.01%

Holding current value

$1.91 Million

Previous $1.93 Million 3.84%

% of portfolio

0.27%

Previous 0.27%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$323.08 - $349.08 $114,693 - $123,923	-355 Reduced 6.01%	5,548 $1.85 Million
Q3 2023 Oct 20, 2023	SELL	$243.9 - $263.56 $8,780 - $9,488	-36 Reduced 0.61%	5,903 $1.45 Million
Q2 2022 Aug 01, 2022	BUY	$210.65 - $265.31 $742,751 - $935,483	3,526 Added 146.13%	5,939 $1.29 Million
Q1 2022 Apr 29, 2022	SELL	$242.02 - $279.09 $895,474 - $1.03 Million	-3,700 Reduced 60.53%	2,413 $633,000
Q2 2021 Aug 03, 2021	SELL	$240.32 - $256.01 $5,287 - $5,632	-22 Reduced 0.36%	6,113 $1.56 Million
Q4 2020 Feb 02, 2021	SELL	$191.94 - $223.55 $4,606 - $5,365	-24 Reduced 0.39%	6,135 $1.37 Million
Q2 2020 Aug 07, 2020	SELL	$141.33 - $188.81 $5,229 - $6,985	-37 Reduced 0.6%	6,159 $1.11 Million
Q4 2019 Jan 16, 2020	SELL	$168.6 - $189.08 $5,901 - $6,617	-35 Reduced 0.56%	6,196 $1.17 Million
Q2 2019 Aug 05, 2019	SELL	N/A	-22 Reduced 0.35%	6,231 $1.07 Million
Q4 2017 Jan 23, 2018	SELL	N/A	-92 Reduced 1.45%	6,253 $989,000
Q2 2017 Aug 08, 2017	BUY	N/A	6,345	6,345 $914,000

Others Institutions Holding IWV

# of Institutions

901

Shares Held

30.9M

Call Options Held

11.9K

Put Options Held

2.9K

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About ISHARES RUSSELL 3000 ETF

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Moisand Fitzgerald Tamayo, LLC Ishares Russell 3000 ETF Transaction History