Motive Wealth Advisors Ishares Russell 3000 ETF Transaction History

Motive Wealth Advisors

$228 Million
Q3 2025

A detailed history of Motive Wealth Advisors transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Motive Wealth Advisors holds 4,508 shares of IWV stock, worth $1.72 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

4,508

Previous 4,508 -0.0%

Holding current value

$1.72 Million

Previous $1.58 Million 7.96%

% of portfolio

0.75%

Previous 0.73%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$323.08 - $349.08 $11,630 - $12,566	-36 Reduced 0.79%	4,508 $1.51 Million
Q1 2024 May 06, 2024	BUY	$268.36 - $300.08 $1.22 Million - $1.36 Million	4,544 New	4,544 $1.36 Million
Q4 2022 Jan 27, 2023	SELL	$206.89 - $235.47 $23,171 - $26,372	-112 Reduced 2.38%	4,599 $0
Q1 2022 May 03, 2022	SELL	$242.02 - $279.09 $639,658 - $737,634	-2,643 Reduced 35.94%	4,711 $1.24 Million
Q4 2021 Feb 08, 2022	BUY	$254.66 - $279.11 $1.22 Million - $1.34 Million	4,784 Added 186.15%	7,354 $2.04 Million

Q2 2021 Aug 16, 2021	BUY	$240.32 - $256.01 $617,622 - $657,945	2,570 New	2,570 $658,000

Others Institutions Holding IWV

# of Institutions

945

Shares Held

26.8M

Call Options Held

22K

Put Options Held

5.3K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

More about IWV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Motive Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Motive Wealth Advisors with notifications on news.

Account

Motive Wealth Advisors Ishares Russell 3000 ETF Transaction History