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 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-125- 0.66% |
$35.2K - $43.9K
|
18.9K
$6.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2+ 0.11% |
$563 - $702
|
1.89K
$677K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
660+ 6.59% |
$186K - $232K
|
10.7K
$3.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-850- 14.44% |
$239K - $298K
|
5.04K
$1.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.97K+ 13.25% |
$555K - $692K
|
16.9K
$6.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-350- 18.85% |
$98.6K - $123K
|
1.51K
$539K
|
|
|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
BUY
|
- |
6+ 0.54% |
$1.69K - $2.11K
|
1.13K
$403K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.37K- 30.24% |
$949K - $1.18M
|
7.77K
$2.78M
|
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
31+ 0.84% |
$8.73K - $10.9K
|
3.7K
$1.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-10- 0.41% |
$2.82K - $3.51K
|
2.43K
$870K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
136+ 8.17% |
$38.3K - $47.7K
|
1.8K
$644K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.23K- 11.58% |
$346K - $432K
|
9.39K
$3.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
813+ 23.45% |
$229K - $285K
|
4.28K
$1.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-4.36K- 1.19% |
$1.23M - $1.53M
|
361K
$129M
|
|
|
Jul 22, 2025
Q2 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.06% |
$2.54K - $3.16K
|
13.9K
$4.96M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
98+ 0.68% |
$27.6K - $34.4K
|
14.4K
$5.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
213+ 29.22% |
$60K - $74.8K
|
942
$337K
|
|
|
Jul 22, 2025
Q2 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-705- 3.37% |
$199K - $247K
|
20.2K
$7.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-113- 0.96% |
$31.8K - $39.7K
|
11.6K
$4.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
848+ 7.34% |
$239K - $298K
|
12.4K
$4.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
654New |
$184K - $230K
|
654
$234K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
131New |
$36.9K - $46K
|
131
$46.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-9- 3.63% |
$2.54K - $3.16K
|
239
$85.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3.88KNew |
$1.09M - $1.36M
|
3.88K
$1.39M
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-73- 4.32% |
$20.6K - $25.6K
|
1.62K
$578K
|
|
|
Jul 21, 2025
Q2 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-14.5K- 16.16% |
$4.1M - $5.11M
|
75.5K
$27M
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.51% |
$282 - $351
|
198
$70.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
699+ 44.84% |
$197K - $245K
|
2.26K
$807K
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-12.3K- 14.05% |
$3.46M - $4.31M
|
75.1K
$26.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Single Point Partners, LLC
|
BUY
|
- |
490+ 4.82% |
$138K - $172K
|
10.7K
$3.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-824- 5.27% |
$232K - $289K
|
14.8K
$5.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
640+ 22.05% |
$180K - $225K
|
3.54K
$1.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
9+ 0.32% |
$2.54K - $3.16K
|
2.82K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.24K- 6.99% |
$348K - $434K
|
16.5K
$5.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
26KNew |
$7.32M - $9.13M
|
26K
$9.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
626New |
$176K - $220K
|
626
$224K
|
|
|
Jul 21, 2025
Q2 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-13- 0.23% |
$3.66K - $4.56K
|
5.54K
$1.98M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
263+ 0.7% |
$74.1K - $92.3K
|
37.9K
$13.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
BUY
|
- |
21.2KNew |
$5.98M - $7.45M
|
21.2K
$7.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-226- 3.92% |
$63.7K - $79.3K
|
5.54K
$1.98M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-422- 15.82% |
$119K - $148K
|
2.25K
$803K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
65+ 1.79% |
$18.3K - $22.8K
|
3.7K
$1.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
625New |
$176K - $219K
|
625
$224K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.59K+ 90.23% |
$447K - $557K
|
3.35K
$1.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
4+ 0.22% |
$1.13K - $1.4K
|
1.81K
$645K
|
|
|
Jul 18, 2025
Q2 2025
|
Tanager Wealth Management LLP
|
BUY
|
- |
889+ 2.31% |
$250K - $312K
|
39.4K
$14.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2+ 0.3% |
$563 - $702
|
661
$236K
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-24- 0.26% |
$6.76K - $8.42K
|
9.37K
$3.35M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-537- 30.19% |
$151K - $188K
|
1.24K
$444K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
86+ 96.63% |
$24.2K - $30.2K
|
175
$62.6K
|