A detailed history of Wbh Advisory Inc transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Wbh Advisory Inc holds 614 shares of IWV stock, worth $210,466. This represents 0.02% of its overall portfolio holdings.

Number of Shares
614
Holding current value
$210,466
% of portfolio
0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$294.75 - $326.73 $180,976 - $200,612
614 New
614 $200,000
Q2 2023

Jul 12, 2023

BUY
$231.57 - $254.48 $187,571 - $206,128
810 New
810 $206,000
Q1 2022

Apr 29, 2022

BUY
$242.02 - $279.09 $242 - $279
1 Added 0.1%
1,050 $0
Q4 2021

Jan 28, 2022

SELL
$254.66 - $279.11 $12,478 - $13,676
-49 Reduced 4.46%
1,049 $291,000
Q2 2021

Jul 27, 2021

BUY
$240.32 - $256.01 $240 - $256
1 Added 0.09%
1,098 $287,000
Q3 2020

Oct 27, 2020

BUY
$180.98 - $208.68 $198,535 - $228,921
1,097 New
1,097 $215,000
Q1 2020

May 07, 2020

SELL
$128.35 - $198.13 $140,414 - $216,754
-1,094 Closed
0 $0
Q4 2019

Jan 27, 2020

BUY
$168.6 - $189.08 $184,448 - $206,853
1,094 New
1,094 $206,000

Others Institutions Holding IWV

About ISHARES RUSSELL 3000 ETF


  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
Track This Portfolio

Track Wbh Advisory Inc Portfolio

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

News

Stay updated on Wbh Advisory Inc with notifications on news.