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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
124K+ 10.7% |
$35M - $43.6M
|
1.28M
$465M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
611+ 6.3% |
$172K - $214K
|
10.3K
$3.73M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-37.8K- 14.81% |
$10.7M - $13.3M
|
218K
$78.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
6.43K+ 4.96% |
$1.81M - $2.26M
|
136K
$49.2M
|
|
|
Aug 15, 2025
Q2 2025
|
American Family Investments, Inc.
Madison, WI |
BUY
|
- |
34.5KNew |
$9.72M - $12.1M
|
34.5K
$12.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-199- 14.92% |
$56.1K - $69.8K
|
1.14K
$410K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-15.3K- 58.35% |
$4.31M - $5.37M
|
10.9K
$3.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1New |
$282 - $351
|
1
$362
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.74K- 10.66% |
$490K - $611K
|
14.6K
$5.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
20+ 0.19% |
$5.63K - $7.02K
|
10.4K
$3.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
896+ 64.88% |
$252K - $314K
|
2.28K
$823K
|
|
|
Aug 14, 2025
Q2 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-3.56K- 3.48% |
$1M - $1.25M
|
98.7K
$35.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.11K- 66.75% |
$595K - $742K
|
1.05K
$381K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-12.6K- 2.86% |
$3.54M - $4.41M
|
426K
$154M
|
|
|
Aug 14, 2025
Q2 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
61+ 1.32% |
$17.2K - $21.4K
|
4.68K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-436- 0.28% |
$123K - $153K
|
156K
$56.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.19% |
$2.54K - $3.16K
|
4.8K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
603New |
$170K - $212K
|
603
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-110- 47.62% |
$31K - $38.6K
|
121
$43.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-180- 2.08% |
$50.7K - $63.2K
|
8.48K
$3.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-328- 11.87% |
$92.4K - $115K
|
2.44K
$881K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-308- 2.25% |
$86.8K - $108K
|
13.4K
$4.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.83K+ 28.51% |
$1.08M - $1.34M
|
17.3K
$6.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-527K- 98.14% |
$148M - $185M
|
10K
$3.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1.19K- 50.9% |
$334K - $416K
|
1.14K
$414K
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
5.24KNew |
$1.48M - $1.84M
|
5.24K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
18.5KNew |
$5.21M - $6.49M
|
18.5K
$6.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.33K- 2.7% |
$2.06M - $2.57M
|
265K
$95.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
93+ 3.94% |
$26.2K - $32.6K
|
2.45K
$886K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-35- 0.69% |
$9.86K - $12.3K
|
5.03K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
30.3K+ 25.49% |
$8.54M - $10.6M
|
149K
$54M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
10.8K+ 552.18% |
$3.04M - $3.79M
|
12.7K
$4.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Xponance, Inc.
|
SELL
|
- |
-7.04K- 53.06% |
$1.98M - $2.47M
|
6.23K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9- 0.2% |
$2.54K - $3.16K
|
4.55K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
768New |
$216K - $270K
|
768
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-14- 0.5% |
$3.94K - $4.91K
|
2.77K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.08K- 29.94% |
$586K - $730K
|
4.87K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
978New |
$275K - $343K
|
978
$354K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
62K+ 15.95% |
$17.5M - $21.8M
|
451K
$163M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.06% |
$563 - $702
|
3.24K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-26- 0.26% |
$7.32K - $9.13K
|
9.86K
$3.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.12K+ 394.37% |
$2.29M - $2.85M
|
10.2K
$3.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
300+ 4.76% |
$84.5K - $105K
|
6.6K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.44K+ 5.36% |
$405K - $504K
|
28.3K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.99K- 7.14% |
$559K - $697K
|
25.8K
$9.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
12+ 0.06% |
$3.38K - $4.21K
|
21K
$7.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
477+ 22.24% |
$134K - $167K
|
2.62K
$948K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-73- 0.79% |
$20.6K - $25.6K
|
9.19K
$3.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
710K+ 77.34% |
$200M - $249M
|
1.63M
$589M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-91.2K- 11.48% |
$25.7M - $32M
|
703K
$254M
|