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 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.93K- 4.9% |
$1.67M - $2.08M
|
115K
$41.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.1KNew |
$2.83M - $3.53M
|
10.1K
$3.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-17- 6.42% |
$4.79K - $5.97K
|
248
$89.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-998- 2.0% |
$281K - $350K
|
49K
$17.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.48K+ 216.91% |
$697K - $869K
|
3.62K
$1.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-43- 2.13% |
$12.1K - $15.1K
|
1.98K
$715K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-781- 37.39% |
$220K - $274K
|
1.31K
$473K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-144- 4.09% |
$40.6K - $50.5K
|
3.38K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-516- 7.57% |
$145K - $181K
|
6.3K
$2.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.03% |
$282 - $351
|
3.87K
$1.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
686New |
$193K - $241K
|
686
$248K
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-1.04K- 7.77% |
$292K - $363K
|
12.3K
$4.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.61K+ 2.25% |
$1.86M - $2.32M
|
301K
$109M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
5.34KNew |
$1.5M - $1.87M
|
5.34K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-5.58K- 24.44% |
$1.57M - $1.96M
|
17.2K
$6.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-51- 6.44% |
$14.4K - $17.9K
|
741
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.5K+ 13.49% |
$3.23M - $4.03M
|
96.6K
$34.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-2.33K- 24.87% |
$657K - $819K
|
7.05K
$2.55M
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1+ 0.09% |
$282 - $351
|
1.06K
$382K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.91K- 8.67% |
$1.38M - $1.72M
|
51.7K
$18.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.5KNew |
$985K - $1.23M
|
3.5K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-278- 2.68% |
$78.3K - $97.6K
|
10.1K
$3.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-18- 2.48% |
$5.07K - $6.32K
|
708
$256K
|
|
|
Aug 13, 2025
Q2 2025
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
189+ 1.93% |
$53.2K - $66.3K
|
9.98K
$3.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.57K+ 38.53% |
$443K - $552K
|
5.66K
$2.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-245- 3.83% |
$69K - $86K
|
6.15K
$2.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.68K- 96.7% |
$1.32M - $1.64M
|
160
$57.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
14+ 0.27% |
$3.94K - $4.91K
|
5.22K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
370New |
$104K - $130K
|
370
$134K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
728+ 0.94% |
$205K - $256K
|
78.3K
$28.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
46+ 5.8% |
$13K - $16.1K
|
839
$303K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-7.34K- 16.28% |
$2.07M - $2.58M
|
37.8K
$13.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16- 0.08% |
$4.51K - $5.62K
|
20.3K
$7.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.3K+ 60.53% |
$648K - $807K
|
6.1K
$2.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-57- 0.93% |
$16.1K - $20K
|
6.07K
$2.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-81.4K- 7.19% |
$22.9M - $28.6M
|
1.05M
$380M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.67K+ 2.25% |
$753K - $938K
|
121K
$43.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-27.2K- 1.43% |
$7.66M - $9.54M
|
1.88M
$678M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-320- 5.53% |
$90.1K - $112K
|
5.47K
$1.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-8- 1.06% |
$2.25K - $2.81K
|
750
$271K
|
|
|
Aug 13, 2025
Q2 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
39+ 0.09% |
$11K - $13.7K
|
44.6K
$16.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-444- 0.49% |
$125K - $156K
|
91K
$32.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.86K+ 1.39% |
$525K - $654K
|
136K
$49.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-845- 37.47% |
$238K - $297K
|
1.41K
$510K
|
|
|
Aug 12, 2025
Q2 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.94K- 18.82% |
$545K - $680K
|
8.35K
$3.02M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.19K+ 42.56% |
$335K - $417K
|
3.98K
$1.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-696- 7.41% |
$196K - $244K
|
8.69K
$3.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-476- 20.31% |
$134K - $167K
|
1.87K
$675K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-28- 0.75% |
$7.89K - $9.83K
|
3.7K
$1.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.38K- 49.73% |
$387K - $483K
|
1.39K
$503K
|