Zhang Financial LLC Ishares Russell 3000 ETF Transaction History

Zhang Financial LLC

  • $2.42 Billion
  • Q3 2025

A detailed history of Zhang Financial LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Zhang Financial LLC holds 10,100 shares of IWV stock, worth $3.84 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
10,100
Previous 10,264 1.6%
Holding current value
$3.84 Million
Previous $3.6 Million 6.25%
% of portfolio
0.16%
Previous 0.17%

Shares

48 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$351.04 - $379.81 $57,570 - $62,288
-164 Reduced 1.6%
10,100 $3.83 Million
Q2 2025

Aug 01, 2025
SELL
$281.67 - $351.0 $25,068 - $31,239
-89 Reduced 0.86%
10,264 $3.6 Million
Q1 2025

Apr 15, 2025
SELL
$313.1 - $349.83 $161,246 - $180,162
-515 Reduced 4.74%
10,353 $3.27 Million
Q4 2024

Jan 16, 2025
BUY
$323.08 - $349.08 $969 - $1,047
3 Added 0.03%
10,868 $3.63 Million
Q3 2024

Oct 15, 2024
BUY
$294.75 - $326.73 $884 - $980
3 Added 0.03%
10,865 $3.55 Million
Q2 2024

Jul 19, 2024
BUY
$283.16 - $309.9 $849 - $929
3 Added 0.03%
10,862 $3.35 Million
Q1 2024

Apr 24, 2024
BUY
$268.36 - $300.08 $805 - $900
3 Added 0.03%
10,859 $3.26 Million
Q4 2023

Jan 31, 2024
BUY
$234.36 - $274.87 $1,640 - $1,924
7 Added 0.06%
10,856 $2.97 Million
Q3 2023

Oct 11, 2023
BUY
$243.9 - $263.56 $61,218 - $66,153
251 Added 2.37%
10,849 $2.66 Million
Q2 2023

Jul 18, 2023
BUY
$231.57 - $254.48 $50,482 - $55,476
218 Added 2.1%
10,598 $2.7 Million
Q1 2023

May 10, 2023
BUY
$218.83 - $242.18 $437 - $484
2 Added 0.02%
10,380 $2.44 Million
Q4 2022

May 17, 2023
SELL
$206.89 - $235.47 $413 - $470
-2 Reduced 0.02%
10,378 $2.29 Million
Q4 2022

Jan 17, 2023
SELL
$206.89 - $235.47 $35,585 - $40,500
-172 Reduced 1.63%
10,378 $2.29 Million
Q3 2022

Oct 18, 2022
BUY
$207.04 - $249.4 $91,304 - $109,985
441 Added 4.36%
10,550 $2.18 Million
Q4 2021

Feb 10, 2022
SELL
$254.66 - $279.11 $88,621 - $97,130
-348 Reduced 3.33%
10,109 $2.81 Million
Q3 2021

Oct 20, 2021
BUY
$251.89 - $269.0 $251 - $269
1 Added 0.01%
10,457 $2.67 Million
Q1 2021

Apr 21, 2021
BUY
$220.59 - $239.53 $311,693 - $338,455
1,413 Added 15.63%
10,456 $2.48 Million
Q4 2020

Jan 20, 2021
SELL
$191.94 - $223.55 $318,236 - $370,645
-1,658 Reduced 15.49%
9,043 $2.02 Million
Q3 2020

Oct 13, 2020
SELL
$180.98 - $208.68 $39,996 - $46,118
-221 Reduced 2.02%
10,701 $2.09 Million
Q2 2020

Jul 23, 2020
SELL
$141.33 - $188.81 $47,062 - $62,873
-333 Reduced 2.96%
10,922 $1.97 Million
Q1 2020

May 06, 2020
SELL
$128.35 - $198.13 $43,253 - $66,769
-337 Reduced 2.91%
11,255 $1.67 Million
Q4 2019

Jan 21, 2020
SELL
$168.6 - $189.08 $138,252 - $155,045
-820 Reduced 6.61%
11,592 $2.19 Million
Q3 2019

Oct 17, 2019
SELL
$172.91 - $176.69 $48,068 - $49,119
-278 Reduced 2.19%
12,412 $2.16 Million
Q2 2019

Jul 24, 2019
SELL
N/A
-1,542 Reduced 10.83%
12,690 $2.19 Million
Q4 2018

May 16, 2019
BUY
N/A
391 Added 2.82%
14,232 $2.09 Million
Q3 2018

May 24, 2019
SELL
N/A
-1,510 Reduced 9.84%
13,841 $2.39 Million
Q2 2018

May 24, 2019
SELL
N/A
-278 Reduced 1.78%
15,351 $2.5 Million
Q1 2018

May 24, 2019
SELL
N/A
-425 Reduced 2.65%
15,629 $2.39 Million
Q4 2017

May 23, 2019
SELL
N/A
-27 Reduced 0.17%
16,054 $2.6 Million
Q3 2017

May 24, 2019
BUY
N/A
27 Added 0.17%
16,081 $2.43 Million
Q1 2017

May 23, 2019
SELL
N/A
-584 Reduced 3.51%
16,054 $2.6 Million
Q4 2016

May 28, 2019
SELL
N/A
-799 Reduced 4.58%
16,638 $2.24 Million
Q2 2016

May 28, 2019
SELL
N/A
-524 Reduced 2.92%
17,437 $2.16 Million
Q1 2016

May 28, 2019
SELL
N/A
-569 Reduced 3.07%
17,961 $2.17 Million
Q4 2015

May 28, 2019
BUY
N/A
3 Added 0.02%
18,530 $2.23 Million
Q2 2015

May 24, 2019
SELL
N/A
-4,742 Reduced 20.38%
18,527 $2.3 Million
Q1 2015

May 29, 2019
SELL
N/A
-521 Reduced 2.19%
23,269 $2.88 Million
Q4 2014

May 31, 2019
SELL
N/A
-341 Reduced 1.41%
23,790 $2.91 Million
Q3 2014

May 31, 2019
BUY
N/A
27 Added 0.11%
24,131 $2.82 Million
Q2 2014

May 31, 2019
BUY
N/A
1,884 Added 8.48%
24,104 $2.84 Million
Q1 2014

May 31, 2019
BUY
N/A
19 Added 0.09%
22,220 $2.5 Million
Q4 2013

May 31, 2019
BUY
N/A
22 Added 0.1%
22,201 $2.46 Million
Q3 2013

May 31, 2019
BUY
N/A
40 Added 0.18%
22,179 $2.24 Million
Q2 2013

May 31, 2019
BUY
N/A
20 Added 0.09%
22,139 $2.14 Million
Q4 2012

May 30, 2019
BUY
N/A
5,691 Added 34.64%
22,119 $1.87 Million
Q3 2012

May 30, 2019
BUY
N/A
55 Added 0.34%
16,428 $1.39 Million
Q2 2012

May 30, 2019
BUY
N/A
137 Added 0.84%
16,373 $1.32 Million
Q1 2012

May 30, 2019
BUY
N/A
16,236
16,236 $1.35 Million

Others Institutions Holding IWV

# of Institutions
945
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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