Strategic Wealth Partners Group LLC Ishares Russell 3000 ETF Transaction History

Strategic Wealth Partners Group LLC

  • $851 Million
  • Q1 2024

A detailed history of Strategic Wealth Partners Group LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Strategic Wealth Partners Group LLC holds 850 shares of IWV stock, worth $291,363. This represents 0.03% of its overall portfolio holdings.

Number of Shares
850
Previous 850 -0.0%
Holding current value
$291,363
Previous $232,000 9.91%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024
BUY
$234.36 - $274.87 $199,206 - $233,639
850 New
850 $232,000
Q2 2022

Aug 12, 2022
SELL
$210.65 - $265.31 $179,052 - $225,513
-850 Closed
0 $0
Q1 2022

May 12, 2022
SELL
$242.02 - $279.09 $109,877 - $126,706
-454 Reduced 34.82%
850 $223,000
Q4 2021

Feb 11, 2022
BUY
$254.66 - $279.11 $763 - $837
3 Added 0.23%
1,304 $362,000
Q3 2021

Nov 12, 2021
BUY
$251.89 - $269.0 $503 - $538
2 Added 0.15%
1,301 $332,000
Q4 2020

Feb 11, 2021
BUY
$191.94 - $223.55 $383 - $447
2 Added 0.15%
1,299 $290,000
Q2 2020

Aug 13, 2020
BUY
$141.33 - $188.81 $183,305 - $244,886
1,297 New
1,297 $234,000
Q1 2020

May 14, 2020
SELL
$128.35 - $198.13 $208,312 - $321,564
-1,623 Closed
0 $0
Q4 2019

Feb 14, 2020
SELL
$168.6 - $189.08 $4,383 - $4,916
-26 Reduced 1.58%
1,623 $306,000
Q3 2019

Nov 13, 2019
BUY
$172.91 - $176.69 $285,128 - $291,361
1,649 New
1,649 $287,000

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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