Switch Point Financial Planning, LLC Ishares Russell 3000 ETF Transaction History

Switch Point Financial Planning, LLC

  • $138 Billion
  • Q3 2025

A detailed history of Switch Point Financial Planning, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 634 shares of IWV stock, worth $241,249. This represents 0.17% of its overall portfolio holdings.

Number of Shares
634
Previous 634 -0.0%
Holding current value
$241,249
Previous $223 Million 7.96%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Feb 11, 2025
BUY
$323.08 - $349.08 $204,832 - $221,316
634 New
634 $212 Million

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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