O'Brien Wealth Partners LLC Ishares Russell 3000 ETF Transaction History

O'Brien Wealth Partners LLC

  • $658 Million
  • Q3 2025

A detailed history of O'Brien Wealth Partners LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, O'Brien Wealth Partners LLC holds 50,371 shares of IWV stock, worth $19.2 Million. This represents 2.9% of its overall portfolio holdings.

Number of Shares
50,371
Previous 50,846 0.93%
Holding current value
$19.2 Million
Previous $17.8 Million 6.95%
% of portfolio
2.9%
Previous 2.94%

Shares

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

Oct 22, 2025
SELL
$351.04 - $379.81 $166,744 - $180,409
-475 Reduced 0.93%
50,371 $19.1 Million
Q2 2025

Jul 09, 2025
SELL
$281.67 - $351.0 $82,529 - $102,843
-293 Reduced 0.57%
50,846 $17.8 Million
Q1 2025

Apr 28, 2025
SELL
$313.1 - $349.83 $86,415 - $96,553
-276 Reduced 0.54%
51,139 $16.2 Million
Q4 2024

Jan 28, 2025
SELL
$323.08 - $349.08 $13,892 - $15,010
-43 Reduced 0.08%
51,415 $17.2 Million
Q3 2024

Oct 23, 2024
SELL
$294.75 - $326.73 $22,695 - $25,158
-77 Reduced 0.15%
51,458 $16.8 Million
Q2 2024

Jul 22, 2024
SELL
$283.16 - $309.9 $219,165 - $239,862
-774 Reduced 1.48%
51,535 $15.9 Million
Q1 2024

Apr 18, 2024
SELL
$268.36 - $300.08 $255,210 - $285,376
-951 Reduced 1.79%
52,309 $15.7 Million
Q4 2023

Jan 25, 2024
SELL
$234.36 - $274.87 $4,452 - $5,222
-19 Reduced 0.04%
53,260 $14.6 Million
Q3 2023

Oct 24, 2023
SELL
$243.9 - $263.56 $261,216 - $282,272
-1,071 Reduced 1.97%
53,279 $13.1 Million
Q2 2023

Aug 07, 2023
SELL
$231.57 - $254.48 $42,608 - $46,824
-184 Reduced 0.34%
54,350 $13.8 Million
Q1 2023

May 08, 2023
SELL
$218.83 - $242.18 $371,792 - $411,463
-1,699 Reduced 3.02%
54,534 $12.8 Million
Q4 2022

Feb 10, 2023
SELL
$206.89 - $235.47 $259,026 - $294,808
-1,252 Reduced 2.18%
56,233 $12.4 Million
Q3 2022

Nov 14, 2022
BUY
$207.04 - $249.4 $409,318 - $493,063
1,977 Added 3.56%
57,485 $11.9 Million
Q2 2022

Jul 22, 2022
SELL
$210.65 - $265.31 $44,025 - $55,449
-209 Reduced 0.38%
55,508 $12.1 Million
Q1 2022

May 10, 2022
SELL
$242.02 - $279.09 $401,753 - $463,289
-1,660 Reduced 2.89%
55,717 $12.8 Million
Q4 2021

Feb 09, 2022
SELL
$254.66 - $279.11 $475,450 - $521,098
-1,867 Reduced 3.15%
57,377 $15 Million
Q3 2021

Oct 07, 2021
SELL
$251.89 - $269.0 $197,733 - $211,165
-785 Reduced 1.31%
59,244 $15.2 Million
Q2 2021

Jul 12, 2021
SELL
$240.32 - $256.01 $336,207 - $358,157
-1,399 Reduced 2.28%
60,029 $15.6 Million
Q1 2021

Apr 13, 2021
SELL
$220.59 - $239.53 $512,430 - $556,428
-2,323 Reduced 3.64%
61,428 $15 Million
Q4 2020

Jan 11, 2021
SELL
$191.94 - $223.55 $600,580 - $699,487
-3,129 Reduced 4.68%
63,751 $14.6 Million
Q3 2020

Oct 09, 2020
SELL
$180.98 - $208.68 $1.27 Million - $1.47 Million
-7,039 Reduced 9.52%
66,880 $13.5 Million
Q2 2020

Jul 10, 2020
SELL
$141.33 - $188.81 $276,865 - $369,878
-1,959 Reduced 2.58%
73,919 $13.5 Million
Q1 2020

Apr 03, 2020
SELL
$128.35 - $198.13 $713,112 - $1.1 Million
-5,556 Reduced 6.82%
75,878 $10.9 Million
Q4 2019

Jan 07, 2020
SELL
$168.6 - $189.08 $706,096 - $791,867
-4,188 Reduced 4.89%
81,434 $15.4 Million
Q3 2019

Oct 04, 2019
SELL
$172.91 - $176.69 $1.05 Million - $1.07 Million
-6,053 Reduced 6.6%
85,622 $14.9 Million
Q2 2019

Jul 08, 2019
SELL
N/A
-2,242 Reduced 2.39%
91,675 $16.1 Million
Q1 2019

Apr 05, 2019
SELL
N/A
-872 Reduced 0.92%
93,917 $15.7 Million
Q4 2018

Jan 17, 2019
SELL
N/A
-9,400 Reduced 9.02%
94,789 $14.6 Million
Q3 2018

Oct 09, 2018
BUY
N/A
477 Added 0.46%
104,189 $18 Million
Q2 2018

Jul 11, 2018
SELL
N/A
-6,802 Reduced 6.15%
103,712 $16.8 Million
Q1 2018

Apr 11, 2018
SELL
N/A
-7,329 Reduced 6.22%
110,514 $17.3 Million
Q4 2017

Jan 10, 2018
SELL
N/A
-6,378 Reduced 5.13%
117,843 $18.6 Million
Q3 2017

Oct 12, 2017
BUY
N/A
124,221
124,221 $18.5 Million

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

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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