Naples Global Advisors, LLC Ishares Russell 3000 ETF Transaction History

Naples Global Advisors, LLC

  • $1.24 Billion
  • Q3 2025

A detailed history of Naples Global Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Naples Global Advisors, LLC holds 3,348 shares of IWV stock, worth $1.27 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,348
Previous 3,348 -0.0%
Holding current value
$1.27 Million
Previous $1.18 Million 7.91%
% of portfolio
0.1%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$281.67 - $351.0 $447,291 - $557,388
1,588 Added 90.23%
3,348 $1.18 Million
Q1 2025

Apr 10, 2025
BUY
$313.1 - $349.83 $551,056 - $615,700
1,760 New
1,760 $556,000

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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