Wealth Architects, LLC Ishares Russell 3000 ETF Transaction History

Wealth Architects, LLC

  • $848 Million
  • Q3 2024

A detailed history of Wealth Architects, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Wealth Architects, LLC holds 5,705 shares of IWV stock, worth $1.96 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
5,705
Previous 5,705 -0.0%
Holding current value
$1.96 Million
Previous $1.76 Million 5.85%
% of portfolio
0.22%
Previous 0.22%

Shares

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

Aug 08, 2024
SELL
$283.16 - $309.9 $51,818 - $56,711
-183 Reduced 3.11%
5,705 $1.76 Million
Q4 2022

Feb 09, 2023
SELL
$206.89 - $235.47 $22,757 - $25,901
-110 Reduced 1.83%
5,888 $1.3 Million
Q4 2021

Jan 19, 2022
SELL
$254.66 - $279.11 $90,404 - $99,084
-355 Reduced 5.59%
5,998 $1.66 Million
Q1 2021

Apr 29, 2021
SELL
$220.59 - $239.53 $56,691 - $61,559
-257 Reduced 3.89%
6,353 $1.51 Million
Q4 2020

Jan 28, 2021
SELL
$191.94 - $223.55 $74,664 - $86,960
-389 Reduced 5.56%
6,610 $1.48 Million
Q3 2020

Nov 09, 2020
SELL
$180.98 - $208.68 $111,302 - $128,338
-615 Reduced 8.08%
6,999 $1.37 Million
Q4 2019

Jan 28, 2020
BUY
$168.6 - $189.08 $337 - $378
2 Added 0.03%
7,614 $1.44 Million
Q2 2019

Jul 12, 2019
BUY
N/A
1 Added 0.01%
7,612 $1.31 Million
Q4 2018

Jan 17, 2019
BUY
N/A
2 Added 0.03%
7,611 $1.12 Million
Q3 2018

Oct 04, 2018
SELL
N/A
-399 Reduced 4.98%
7,609 $1.31 Million
Q1 2018

Apr 13, 2018
BUY
N/A
1 Added 0.01%
8,008 $1.25 Million
Q4 2017

Jan 31, 2018
BUY
N/A
1 Added 0.01%
8,007 $1.27 Million
Q3 2017

Nov 08, 2017
BUY
N/A
1 Added 0.01%
8,006 $1.2 Million
Q2 2017

Aug 10, 2017
BUY
N/A
8,005
8,005 $1.15 Million

Others Institutions Holding IWV

# of Institutions
851
Shares Held
26.8M
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 Wealth Architects, LLC Portfolio

Follow Wealth Architects, 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 Wealth Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Architects, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email