Sebold Capital Management, Inc. Ishares Russell 3000 ETF Transaction History

Sebold Capital Management, Inc.

$149 Billion
Q4 2024

A detailed history of Sebold Capital Management, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Sebold Capital Management, Inc. holds 802 shares of IWV stock, worth $262,687. This represents 0.18% of its overall portfolio holdings.

Number of Shares

802

Previous 898 10.69%

Holding current value

$262,687

Previous $293 Million 8.63%

% of portfolio

0.18%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$323.08 - $349.08 $31,015 - $33,511	-96 Reduced 10.69%	802 $268 Million
Q3 2024 Oct 21, 2024	SELL	$294.75 - $326.73 $1,473 - $1,633	-5 Reduced 0.55%	898 $293 Million
Q2 2024 Aug 09, 2024	SELL	$283.16 - $309.9 $65,693 - $71,896	-232 Reduced 20.44%	903 $279 Million
Q1 2024 Apr 11, 2024	SELL	$268.36 - $300.08 $536 - $600	-2 Reduced 0.18%	1,135 $341 Million
Q4 2023 Jan 17, 2024	SELL	$234.36 - $274.87 $30,466 - $35,733	-130 Reduced 10.26%	1,137 $311 Million
Q3 2023 Oct 23, 2023	SELL	$243.9 - $263.56 $6,341 - $6,852	-26 Reduced 2.01%	1,267 $310 Million
Q2 2023 Jul 28, 2023	BUY	$231.57 - $254.48 $49,787 - $54,713	215 Added 19.94%	1,293 $329 Million
Q4 2022 May 11, 2023	BUY	$206.89 - $235.47 $223,027 - $253,836	1,078 New	1,078 $238 Million

Others Institutions Holding IWV

# of Institutions

932

Shares Held

27.1M

Call Options Held

17.4K

Put Options Held

6.4K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

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Sebold Capital Management, Inc. Ishares Russell 3000 ETF Transaction History