Van Hulzen Asset Management, LLC Ishares Russell 3000 ETF Transaction History

Van Hulzen Asset Management, LLC

  • $1.32 Billion
  • Q4 2024

A detailed history of Van Hulzen Asset Management, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Van Hulzen Asset Management, LLC holds 792 shares of IWV stock, worth $267,703. This represents 0.02% of its overall portfolio holdings.

Number of Shares
792
Previous 792 -0.0%
Holding current value
$267,703
Previous $259,000 1.93%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
BUY
$283.16 - $309.9 $27,466 - $30,060
97 Added 13.96%
792 $244,000
Q1 2024

May 06, 2024
BUY
$268.36 - $300.08 $186,510 - $208,555
695 New
695 $209,000
Q2 2022

Aug 04, 2022
SELL
$210.65 - $265.31 $167,466 - $210,921
-795 Closed
0 $0
Q2 2021

Aug 06, 2021
BUY
$240.32 - $256.01 $191,054 - $203,527
795 New
795 $203,000

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
Track This Portfolio

Track Van Hulzen Asset Management, LLC Portfolio

Follow Van Hulzen Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Van Hulzen Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Van Hulzen Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email