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 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-379- 15.43% |
$107K - $117K
|
2.08K
$711K
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-68- 7.92% |
$19.3K - $21.1K
|
791
$271K
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.86KNew |
$1.09M - $1.19M
|
3.86K
$1.32M
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.39KNew |
$1.53M - $1.67M
|
5.39K
$1.84M
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.1K+ 166.78% |
$1.16M - $1.27M
|
6.55K
$2.24M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.4KNew |
$1.53M - $1.67M
|
5.4K
$1.85M
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.19KNew |
$336K - $368K
|
1.19K
$407K
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-30- 1.07% |
$8.49K - $9.3K
|
2.77K
$948K
|
|
Aug 14, 2024
Q2 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
8New |
$2.27K - $2.48K
|
8
$2.74K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.5K+ 266.47% |
$3.53M - $3.86M
|
17.1K
$5.87M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-400- 28.57% |
$113K - $124K
|
1K
$342K
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.47KNew |
$699K - $765K
|
2.47K
$845K
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
8New |
$2.27K - $2.48K
|
8
$2.74K
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
800+ 19.92% |
$227K - $248K
|
4.82K
$1.65M
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-115Closed |
$32.6K - $35.6K
|
0
$0
|
|
Aug 13, 2024
Q2 2024
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-205- 12.45% |
$58K - $63.5K
|
1.44K
$493K
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
884New |
$250K - $274K
|
884
$303K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
32New |
$9.06K - $9.92K
|
32
$11K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.31K- 76.41% |
$1.79M - $1.95M
|
1.95K
$666K
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-107- 65.64% |
$30.3K - $33.2K
|
56
$19.2K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.75K+ 89.56% |
$2.76M - $3.02M
|
20.6K
$7.06M
|
|
Aug 13, 2024
Q2 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-101- 8.27% |
$28.6K - $31.3K
|
1.12K
$383K
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-4- 0.02% |
$1.13K - $1.24K
|
23K
$7.87M
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-8.71K- 36.15% |
$2.47M - $2.7M
|
15.4K
$5.27M
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-5.83K- 87.42% |
$1.65M - $1.81M
|
839
$287K
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1+ 0.14% |
$283 - $310
|
704
$241K
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.38K+ 98.92% |
$389K - $426K
|
2.77K
$946K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
75.7K+ 7.91% |
$21.4M - $23.5M
|
1.03M
$354M
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-854- 12.24% |
$242K - $265K
|
6.12K
$2.1M
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-400- 3.09% |
$113K - $124K
|
12.5K
$4.29M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-380- 0.73% |
$108K - $118K
|
51.5K
$17.6M
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.64KNew |
$748K - $819K
|
2.64K
$905K
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-255- 1.92% |
$72.2K - $79K
|
13K
$4.45M
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3+ 0.08% |
$849 - $930
|
3.9K
$1.33M
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.98KNew |
$842K - $922K
|
2.98K
$1.02M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-96- 2.72% |
$27.2K - $29.8K
|
3.43K
$1.17M
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-44- 5.1% |
$12.5K - $13.6K
|
819
$280K
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.25KNew |
$1.2M - $1.32M
|
4.25K
$1.45M
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
669New |
$189K - $207K
|
669
$229K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
343New |
$97.1K - $106K
|
343
$117K
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-122- 10.97% |
$34.5K - $37.8K
|
990
$339K
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
10.6KNew |
$3.01M - $3.3M
|
10.6K
$3.64M
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-41- 1.37% |
$11.6K - $12.7K
|
2.95K
$1.01M
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-249- 6.49% |
$70.5K - $77.2K
|
3.59K
$1.23M
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.03% |
$283 - $310
|
3.17K
$1.08M
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-183- 3.11% |
$51.8K - $56.7K
|
5.71K
$1.95M
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
4.14K+ 22.42% |
$1.17M - $1.28M
|
22.6K
$7.75M
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
138+ 4.59% |
$39.1K - $42.8K
|
3.15K
$1.08M
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-13- 13.54% |
$3.68K - $4.03K
|
83
$28.4K
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-220- 16.06% |
$62.3K - $68.2K
|
1.15K
$394K
|