Wade Financial Advisory, Inc Ishares Russell 3000 ETF Transaction History

Wade Financial Advisory, Inc

  • $295 Million
  • Q4 2024

A detailed history of Wade Financial Advisory, Inc transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 2,330 shares of IWV stock, worth $812,261. This represents 0.26% of its overall portfolio holdings.

Number of Shares
2,330
Previous 2,330 -0.0%
Holding current value
$812,261
Previous $761,000 2.23%
% of portfolio
0.26%
Previous 0.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 12, 2023
SELL
$206.89 - $235.47 $6,827 - $7,770
-33 Reduced 1.4%
2,330 $0
Q3 2022

Oct 26, 2022
BUY
$207.04 - $249.4 $6,832 - $8,230
33 Added 1.42%
2,363 $489,000
Q2 2022

Aug 05, 2022
SELL
$210.65 - $265.31 $52,662 - $66,327
-250 Reduced 9.69%
2,330 $507,000
Q1 2022

Apr 21, 2022
BUY
$242.02 - $279.09 $302,525 - $348,862
1,250 Added 93.98%
2,580 $677,000
Q2 2020

Jul 16, 2020
BUY
$141.33 - $188.81 $187,968 - $251,117
1,330 New
1,330 $239,000

Others Institutions Holding IWV

# of Institutions
858
Shares Held
26.2M
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
Track This Portfolio

Track Wade Financial Advisory, Inc Portfolio

Follow Wade Financial Advisory, Inc 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 Wade Financial Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wade Financial Advisory, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email