Retirement Planning Group Ishares Russell 3000 ETF Transaction History

Retirement Planning Group

  • $2.04 Billion
  • Q3 2025

A detailed history of Retirement Planning Group transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Retirement Planning Group holds 3,749 shares of IWV stock, worth $1.43 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,749
Previous 3,577 4.81%
Holding current value
$1.43 Million
Previous $1.26 Million 13.15%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 27, 2025
BUY
$351.04 - $379.81 $60,378 - $65,327
172 Added 4.81%
3,749 $1.42 Million
Q4 2023

Jan 12, 2024
BUY
$234.36 - $274.87 $156,786 - $183,888
669 Added 23.01%
3,577 $979,000
Q3 2023

Oct 24, 2023
SELL
$243.9 - $263.56 $34,877 - $37,689
-143 Reduced 4.69%
2,908 $712,000
Q4 2022

Jan 18, 2023
SELL
$206.89 - $235.47 $4,137 - $4,709
-20 Reduced 0.65%
3,051 $0
Q2 2020

Aug 06, 2020
SELL
$141.33 - $188.81 $5,794 - $7,741
-41 Reduced 1.32%
3,071 $553,000
Q3 2018

Nov 07, 2018
SELL
N/A
-120 Reduced 3.71%
3,112 $536,000
Q3 2017

Oct 16, 2017
BUY
N/A
3,232
3,232 $482,000

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

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