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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.23K- 11.58% |
$346K - $432K
|
9.39K
$3.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
813+ 23.45% |
$229K - $285K
|
4.28K
$1.51M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-4.36K- 1.19% |
$1.23M - $1.53M
|
361K
$127M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.06% |
$2.54K - $3.16K
|
13.9K
$4.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
98+ 0.68% |
$27.6K - $34.4K
|
14.4K
$5.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
213+ 29.22% |
$60K - $74.8K
|
942
$332K
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-705- 3.37% |
$199K - $247K
|
20.2K
$7.12M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
131New |
$36.9K - $46K
|
131
$46.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-9- 3.63% |
$2.54K - $3.16K
|
239
$84.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3.88KNew |
$1.09M - $1.36M
|
3.88K
$1.37M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-73- 4.32% |
$20.6K - $25.6K
|
1.62K
$570K
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-14.5K- 16.16% |
$4.1M - $5.11M
|
75.5K
$26.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.51% |
$282 - $351
|
198
$69.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
699+ 44.84% |
$197K - $245K
|
2.26K
$797K
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-12.3K- 14.05% |
$3.46M - $4.31M
|
75.1K
$26.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
490+ 4.82% |
$138K - $172K
|
10.7K
$3.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-824- 5.27% |
$232K - $289K
|
14.8K
$5.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
640+ 22.05% |
$180K - $225K
|
3.54K
$1.25M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
9+ 0.32% |
$2.54K - $3.16K
|
2.82K
$994K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.24K- 6.99% |
$348K - $434K
|
16.5K
$5.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
26KNew |
$7.32M - $9.13M
|
26K
$9.18M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
626New |
$176K - $220K
|
626
$221K
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-13- 0.23% |
$3.66K - $4.56K
|
5.54K
$1.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
263+ 0.7% |
$74.1K - $92.3K
|
37.9K
$13.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
21.2KNew |
$5.98M - $7.45M
|
21.2K
$7.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-226- 3.92% |
$63.7K - $79.3K
|
5.54K
$1.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-422- 15.82% |
$119K - $148K
|
2.25K
$793K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
65+ 1.79% |
$18.3K - $22.8K
|
3.7K
$1.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
625New |
$176K - $219K
|
625
$221K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.59K+ 90.23% |
$447K - $557K
|
3.35K
$1.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
4+ 0.22% |
$1.13K - $1.4K
|
1.81K
$637K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
889+ 2.31% |
$250K - $312K
|
39.4K
$13.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2+ 0.3% |
$563 - $702
|
661
$233K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-24- 0.26% |
$6.76K - $8.42K
|
9.37K
$3.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-537- 30.19% |
$151K - $188K
|
1.24K
$438K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
86+ 96.63% |
$24.2K - $30.2K
|
175
$61.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
52+ 6.3% |
$14.6K - $18.3K
|
878
$310K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-315- 3.61% |
$88.7K - $111K
|
8.42K
$2.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
9+ 0.28% |
$2.54K - $3.16K
|
3.24K
$1.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
8+ 0.03% |
$2.25K - $2.81K
|
22.9K
$8.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-4- 0.07% |
$1.13K - $1.4K
|
5.63K
$1.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
10.8K+ 26.68% |
$3.04M - $3.79M
|
51.2K
$18.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-6- 0.13% |
$1.69K - $2.11K
|
4.65K
$1.64M
|
|
|
Jul 17, 2025
Q2 2025
|
Campion Asset Management
|
SELL
|
- |
-8- 1.14% |
$2.25K - $2.81K
|
694
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
102+ 0.12% |
$28.7K - $35.8K
|
82.5K
$29.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
57+ 1.76% |
$16.1K - $20K
|
3.3K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2.78K- 13.26% |
$782K - $975K
|
18.2K
$6.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-68- 7.05% |
$19.2K - $23.9K
|
897
$317K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1.31KNew |
$370K - $461K
|
1.31K
$463K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-412- 6.12% |
$116K - $145K
|
6.32K
$2.23M
|