Steward Partners Investment Advisory, LLC Ishares Russell 3000 ETF Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 4,032 shares of IWV stock, worth $1.34 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,032
Previous 4,000 0.8%
Holding current value
$1.34 Million
Previous $1.31 Million 3.14%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$323.08 - $349.08 $10,338 - $11,170
32 Added 0.8%
4,032 $1.35 Million
Q3 2024

Nov 14, 2024
BUY
$294.75 - $326.73 $745,128 - $825,973
2,528 Added 171.74%
4,000 $1.31 Million
Q2 2024

Aug 08, 2024
SELL
$283.16 - $309.9 $30,581 - $33,469
-108 Reduced 6.84%
1,472 $454,000
Q1 2024

May 15, 2024
BUY
$268.36 - $300.08 $63,332 - $70,818
236 Added 17.56%
1,580 $474,000
Q2 2023

Aug 14, 2023
BUY
$231.57 - $254.48 $2,315 - $2,544
10 Added 0.75%
1,344 $342,000
Q3 2022

Nov 10, 2022
BUY
$207.04 - $249.4 $6,211 - $7,482
30 Added 2.3%
1,334 $276,000
Q2 2021

Aug 13, 2021
SELL
$240.32 - $256.01 $87,476 - $93,187
-364 Reduced 21.82%
1,304 $334,000
Q1 2021

May 14, 2021
BUY
$220.59 - $239.53 $83,383 - $90,542
378 Added 29.3%
1,668 $0
Q4 2020

Feb 11, 2021
SELL
$191.94 - $223.55 $1,343 - $1,564
-7 Reduced 0.54%
1,290 $288,000
Q3 2020

Oct 30, 2020
BUY
$180.98 - $208.68 $13,392 - $15,442
74 Added 6.05%
1,297 $254,000
Q2 2020

Aug 06, 2020
BUY
$141.33 - $188.81 $172,846 - $230,914
1,223 New
1,223 $220,000
Q3 2018

Oct 23, 2018
SELL
N/A
-78 Closed
0 $0
Q4 2017

Jan 19, 2018
BUY
N/A
78
78 $12,000

Others Institutions Holding IWV

# of Institutions
926
Shares Held
31.7M
Call Options Held
17.4K
Put Options Held
6.4K
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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