United Capital Financial Advisers, LLC Ishares Russell 3000 ETF Transaction History

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 45,517 shares of IWV stock, worth $15.2 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
45,517
Previous 46,635 2.4%
Holding current value
$15.2 Million
Previous $15.2 Million 0.15%
% of portfolio
0.13%
Previous 0.08%

Shares

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

Feb 13, 2025
SELL
$323.08 - $349.08 $361,203 - $390,271
-1,118 Reduced 2.4%
45,517 $15.2 Million
Q3 2024

Nov 12, 2024
SELL
$294.75 - $326.73 $529,371 - $586,807
-1,796 Reduced 3.71%
46,635 $15.2 Million
Q2 2024

Aug 14, 2024
SELL
$283.16 - $309.9 $900,165 - $985,172
-3,179 Reduced 6.16%
48,431 $14.9 Million
Q1 2024

May 15, 2024
BUY
$268.36 - $300.08 $842,650 - $942,251
3,140 Added 6.48%
51,610 $15.5 Million
Q4 2023

Feb 14, 2024
SELL
$234.36 - $274.87 $2.98 Million - $3.5 Million
-12,732 Reduced 20.8%
48,470 $13.3 Million
Q3 2023

Nov 14, 2023
SELL
$243.9 - $263.56 $947,551 - $1.02 Million
-3,885 Reduced 5.97%
61,202 $15 Million
Q2 2023

Aug 14, 2023
SELL
$231.57 - $254.48 $555,073 - $609,988
-2,397 Reduced 3.55%
65,087 $16.6 Million
Q1 2023

Aug 14, 2023
BUY
$218.83 - $242.18 $524,535 - $580,505
2,397 Added 3.68%
67,484 $15.9 Million
Q1 2023

May 15, 2023
SELL
$218.83 - $242.18 $1.07 Million - $1.18 Million
-4,870 Reduced 6.73%
67,484 $15.9 Million
Q4 2022

Feb 14, 2023
SELL
$206.89 - $235.47 $573,912 - $653,193
-2,774 Reduced 3.69%
72,354 $16 Million
Q3 2022

Nov 14, 2022
SELL
$207.04 - $249.4 $388,200 - $467,625
-1,875 Reduced 2.43%
75,128 $15.6 Million
Q2 2022

Aug 11, 2022
SELL
$210.65 - $265.31 $950,031 - $1.2 Million
-4,510 Reduced 5.53%
77,003 $16.7 Million
Q1 2022

May 16, 2022
SELL
$242.02 - $279.09 $577,943 - $666,466
-2,388 Reduced 2.85%
81,513 $21.4 Million
Q4 2021

Feb 14, 2022
SELL
$254.66 - $279.11 $636,904 - $698,054
-2,501 Reduced 2.89%
83,901 $23.3 Million
Q3 2021

Nov 15, 2021
SELL
$251.89 - $269.0 $1.48 Million - $1.58 Million
-5,864 Reduced 6.36%
86,402 $22 Million
Q2 2021

Aug 13, 2021
SELL
$240.32 - $256.01 $173,270 - $184,583
-721 Reduced 0.78%
92,266 $23.6 Million
Q1 2021

May 14, 2021
SELL
$220.59 - $239.53 $1.55 Million - $1.69 Million
-7,045 Reduced 7.04%
92,987 $22.1 Million
Q4 2020

Feb 17, 2021
SELL
$191.94 - $223.55 $370,060 - $431,004
-1,928 Reduced 1.89%
100,032 $22.4 Million
Q3 2020

Nov 13, 2020
SELL
$180.98 - $208.68 $1.17 Million - $1.35 Million
-6,472 Reduced 5.97%
101,960 $20 Million
Q2 2020

Aug 13, 2020
SELL
$141.33 - $188.81 $785,794 - $1.05 Million
-5,560 Reduced 4.88%
108,432 $19.5 Million
Q1 2020

May 15, 2020
SELL
$128.35 - $198.13 $1.8 Million - $2.78 Million
-14,054 Reduced 10.98%
113,992 $16.9 Million
Q4 2019

Feb 14, 2020
SELL
$168.6 - $189.08 $615,390 - $690,142
-3,650 Reduced 2.77%
128,046 $24.1 Million
Q3 2019

Nov 14, 2019
SELL
$172.91 - $176.69 $1.43 Million - $1.46 Million
-8,281 Reduced 5.92%
131,696 $22.9 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-2,595 Reduced 1.82%
139,977 $24.1 Million
Q1 2019

May 14, 2019
SELL
N/A
-15,996 Reduced 10.09%
142,572 $23.8 Million
Q4 2018

Feb 14, 2019
BUY
N/A
6,367 Added 4.18%
158,568 $23.3 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-7,817 Reduced 4.89%
152,201 $26.2 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-7,753 Reduced 4.62%
160,018 $26 Million
Q1 2018

May 15, 2018
SELL
N/A
-11,458 Reduced 6.39%
167,771 $26.2 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-6,128 Reduced 3.31%
179,229 $28.3 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-2,989 Reduced 1.59%
185,357 $27.7 Million
Q2 2017

Aug 14, 2017
BUY
N/A
188,346
188,346 $27.1 Million

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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