Wealth Effects LLC Ishares Russell 3000 ETF Transaction History

Wealth Effects LLC

  • $268 Million
  • Q3 2025

A detailed history of Wealth Effects LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Wealth Effects LLC holds 1,569 shares of IWV stock, worth $597,035. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,569
Previous 1,569 -0.0%
Holding current value
$597,035
Previous $550,000 8.0%
% of portfolio
0.22%
Previous 0.23%

Shares

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

Aug 02, 2024
SELL
$283.16 - $309.9 $5,096 - $5,578
-18 Reduced 1.13%
1,569 $484,000
Q4 2023

Jan 29, 2024
SELL
$234.36 - $274.87 $144,834 - $169,869
-618 Reduced 28.03%
1,587 $434,000
Q4 2022

Feb 02, 2023
BUY
$206.89 - $235.47 $456,192 - $519,211
2,205 New
2,205 $486,000

Others Institutions Holding IWV

# of Institutions
946
Shares Held
26.8M
Call Options Held
22K
Put Options Held
5.3K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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