Sargent Investment Group, LLC Ishares Russell 3000 ETF Transaction History

Sargent Investment Group, LLC

  • $546 Million
  • Q3 2024

A detailed history of Sargent Investment Group, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Sargent Investment Group, LLC holds 818 shares of IWV stock, worth $280,394. This represents 0.05% of its overall portfolio holdings.

Number of Shares
818
Previous 810 0.99%
Holding current value
$280,394
Previous $250,000 6.8%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$294.75 - $326.73 $2,358 - $2,613
8 Added 0.99%
818 $267,000
Q2 2024

Aug 09, 2024
BUY
$283.16 - $309.9 $229,359 - $251,018
810 New
810 $250,000

Others Institutions Holding IWV

# of Institutions
851
Shares Held
26.8M
Call Options Held
19.5K
Put Options Held
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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