Syverson Strege & CO Ishares Russell 3000 ETF Transaction History

Syverson Strege & CO

$277 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$234.36 - $274.87 $3,046 - $3,573	13 Added 0.81%	1,620 $443,000
Q3 2023 Nov 09, 2023	BUY	$243.9 - $263.56 $12,195 - $13,178	50 Added 3.21%	1,607 $393,000
Q2 2023 Aug 04, 2023	SELL	$231.57 - $254.48 $59,513 - $65,401	-257 Reduced 14.17%	1,557 $396,000
Q1 2023 May 03, 2023	BUY	$218.83 - $242.18 $22,320 - $24,702	102 Added 5.96%	1,814 $427,000
Q4 2022 Feb 06, 2023	BUY	$206.89 - $235.47 $40,550 - $46,152	196 Added 12.93%	1,712 $377,000
Q3 2022 Nov 09, 2022	BUY	$207.04 - $249.4 $21,946 - $26,436	106 Added 7.52%	1,516 $314,000
Q2 2022 Aug 11, 2022	BUY	$210.65 - $265.31 $14,534 - $18,306	69 Added 5.15%	1,410 $306,000
Q1 2022 Apr 13, 2022	BUY	$242.02 - $279.09 $968 - $1,116	4 Added 0.3%	1,341 $352,000
Q4 2021 Jan 19, 2022	BUY	$254.66 - $279.11 $1,018 - $1,116	4 Added 0.3%	1,337 $371,000
Q3 2021 Nov 02, 2021	BUY	$251.89 - $269.0 $8,312 - $8,877	33 Added 2.54%	1,333 $340,000
Q2 2021 Aug 04, 2021	BUY	$240.32 - $256.01 $480 - $512	2 Added 0.15%	1,300 $333,000
Q1 2021 May 07, 2021	SELL	$220.59 - $239.53 $10,147 - $11,018	-46 Reduced 3.42%	1,298 $308,000
Q4 2020 Feb 03, 2021	BUY	$191.94 - $223.55 $257,967 - $300,451	1,344 New	1,344 $300,000

Others Institutions Holding IWV

# of Institutions

859

Shares Held

26.2M

Call Options Held

19.5K

Put Options Held

3K

About ISHARES RUSSELL 3000 ETF

Ticker IWV
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