Latest Institutional Transactions on Ishares Russell 3000 ETF (IWV)
This table provides information on the latest institutional transactions involving Ishares Russell 3000 ETF (IWV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
170+ 3.92% |
$63.1K - $66.3K
|
4.51K
$1.72M
|
|
|
Jan 14, 2026
Q4 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-205- 8.25% |
$76.1K - $79.9K
|
2.28K
$868K
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.52K- 6.28% |
$2.05M - $2.15M
|
82.4K
$31.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-56- 4.89% |
$20.8K - $21.8K
|
1.09K
$415K
|
|
|
Jan 14, 2026
Q4 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-118- 6.29% |
$43.8K - $46K
|
1.76K
$669K
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-15- 20.0% |
$5.57K - $5.85K
|
60
$22.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-48- 0.87% |
$17.8K - $18.7K
|
5.5K
$2.09M
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
195+ 10.9% |
$72.4K - $76K
|
1.98K
$755K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-30.5K- 42.81% |
$11.3M - $11.9M
|
40.7K
$15.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-660- 9.25% |
$245K - $257K
|
6.48K
$2.46M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
SELL
|
- |
-246- 5.87% |
$91.3K - $95.9K
|
3.95K
$1.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8.76K+ 399.5% |
$3.25M - $3.42M
|
11K
$4.17M
|
|
|
Jan 13, 2026
Q4 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
1+ 0.16% |
$371 - $390
|
636
$242K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
525New |
$195K - $205K
|
525
$200K
|
|
|
Jan 13, 2026
Q4 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
2+ 0.02% |
$743 - $780
|
9.41K
$3.58M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
3.1K+ 165.74% |
$1.15M - $1.21M
|
4.96K
$1.89M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
355+ 13.49% |
$132K - $138K
|
2.99K
$1.14M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.71K- 12.4% |
$1.75M - $1.83M
|
33.2K
$12.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-104- 9.58% |
$38.6K - $40.5K
|
982
$374K
|
|
|
Jan 13, 2026
Q4 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 3.85% |
$371 - $390
|
27
$10.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
525New |
$195K - $205K
|
525
$200K
|
|
|
Jan 12, 2026
Q4 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-14.2K- 4.79% |
$5.26M - $5.52M
|
281K
$107M
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-38- 11.08% |
$14.1K - $14.8K
|
305
$116K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-54- 2.04% |
$20.1K - $21.1K
|
2.59K
$984K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-72- 0.7% |
$26.7K - $28.1K
|
10.1K
$3.86M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-231- 0.64% |
$85.8K - $90.1K
|
36.1K
$13.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-217- 15.28% |
$80.6K - $84.6K
|
1.2K
$458K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-1- 0.05% |
$371 - $390
|
1.91K
$725K
|
|
|
Jan 09, 2026
Q4 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-692- 22.01% |
$257K - $270K
|
2.45K
$933K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-11- 0.1% |
$4.08K - $4.29K
|
10.9K
$4.14M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-688- 10.49% |
$255K - $268K
|
5.87K
$2.23M
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
517New |
$192K - $202K
|
517
$197K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-159- 10.34% |
$59K - $62K
|
1.38K
$525K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
18+ 0.2% |
$6.68K - $7.02K
|
8.86K
$3.37M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.4K+ 3.43% |
$519K - $545K
|
42.2K
$16.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
10New |
$3.71K - $3.9K
|
10
$3.81K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
149+ 15.08% |
$55.3K - $58.1K
|
1.14K
$433K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-248- 13.14% |
$92.1K - $96.7K
|
1.64K
$624K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-73- 2.58% |
$27.1K - $28.5K
|
2.75K
$1.05M
|
|
|
Jan 08, 2026
Q4 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-9- 0.16% |
$3.34K - $3.51K
|
5.5K
$2.09M
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
3K+ 12.5% |
$1.11M - $1.17M
|
27K
$10.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
767New |
$285K - $299K
|
767
$292K
|
|
|
Jan 07, 2026
Q4 2025
|
Epiq Partners, LLC
|
BUY
|
- |
3.09K+ 5.16% |
$1.15M - $1.2M
|
62.9K
$23.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-20.9K- 97.17% |
$7.75M - $8.14M
|
607
$231K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
8+ 0.05% |
$2.97K - $3.12K
|
16.6K
$6.31M
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-252- 9.85% |
$93.6K - $98.3K
|
2.31K
$877K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
1New |
$371 - $390
|
1
$381
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
207+ 16.67% |
$76.9K - $80.7K
|
1.45K
$551K
|
|
|
Jan 07, 2026
Q4 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-418- 3.02% |
$155K - $163K
|
13.4K
$5.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2+ 0.06% |
$743 - $780
|
3.32K
$1.26M
|
|