Waypoint Capital Advisors, LLC Ishares Russell 3000 ETF Transaction History

Waypoint Capital Advisors, LLC

  • $407 Million
  • Q3 2024

A detailed history of Waypoint Capital Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Waypoint Capital Advisors, LLC holds 6,700 shares of IWV stock, worth $2.12 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
6,700
Previous 6,700 -0.0%
Holding current value
$2.12 Million
Previous $2.07 Million 5.85%
% of portfolio
0.54%
Previous 0.53%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 13, 2023
SELL
$231.57 - $254.48 $237,359 - $260,842
-1,025 Reduced 13.27%
6,700 $1.71 Million
Q2 2022

Jul 18, 2022
BUY
$210.65 - $265.31 $1.63 Million - $2.05 Million
7,725 New
7,725 $1.68 Million

Others Institutions Holding IWV

# of Institutions
932
Shares Held
27.1M
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 Waypoint Capital Advisors, LLC Portfolio

Follow Waypoint Capital Advisors, 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 Waypoint Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waypoint Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email