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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
242+ 90.64% |
$75.8K - $84.7K
|
509
$182K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.84K+ 357.19% |
$3.08M - $3.44M
|
12.6K
$4.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
14+ 0.25% |
$4.38K - $4.9K
|
5.66K
$2.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-150- 4.32% |
$47K - $52.5K
|
3.32K
$1.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
138New |
$43.2K - $48.3K
|
138
$49.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
12+ 0.31% |
$3.76K - $4.2K
|
3.91K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-2.05K- 12.75% |
$641K - $716K
|
14K
$5.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.05K- 37.16% |
$330K - $368K
|
1.78K
$637K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.14K- 5.94% |
$355K - $397K
|
18K
$6.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-86- 0.16% |
$26.9K - $30.1K
|
53.8K
$19.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-94- 1.74% |
$29.4K - $32.9K
|
5.3K
$1.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 22.22% |
$626 - $700
|
11
$3.93K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.14K- 16.75% |
$357K - $398K
|
5.66K
$2.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-268- 0.95% |
$83.9K - $93.8K
|
28K
$10M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
741+ 1.18% |
$232K - $259K
|
63.4K
$22.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
1.59KNew |
$498K - $556K
|
1.59K
$569K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.82K- 19.28% |
$571K - $638K
|
7.63K
$2.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
143KNew |
$44.8M - $50.1M
|
143K
$51.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
651New |
$204K - $228K
|
651
$233K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-31- 0.56% |
$9.71K - $10.8K
|
5.48K
$1.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-3.31K- 3.87% |
$1.04M - $1.16M
|
82.1K
$29.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-45- 11.6% |
$14.1K - $15.7K
|
343
$123K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
10+ 0.06% |
$3.13K - $3.5K
|
16.9K
$6.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-70- 2.67% |
$21.9K - $24.5K
|
2.55K
$911K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-400- 9.09% |
$125K - $140K
|
4K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
10+ 1.54% |
$3.13K - $3.5K
|
660
$236K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-164- 1.8% |
$51.3K - $57.4K
|
8.97K
$3.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
2.3K+ 4.57% |
$720K - $805K
|
52.6K
$18.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-515- 4.74% |
$161K - $180K
|
10.4K
$3.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.03K+ 17.13% |
$636K - $710K
|
13.9K
$4.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
81+ 10.2% |
$25.4K - $28.3K
|
875
$313K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
28+ 0.43% |
$8.77K - $9.8K
|
6.53K
$2.33M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-377- 32.39% |
$118K - $132K
|
787
$281K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-78- 4.98% |
$24.4K - $27.3K
|
1.49K
$532K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-98- 8.13% |
$30.7K - $34.3K
|
1.11K
$396K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
8.63K+ 76.84% |
$2.7M - $3.02M
|
19.9K
$7.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2+ 0.23% |
$626 - $700
|
876
$313K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-138- 1.99% |
$43.2K - $48.3K
|
6.79K
$2.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-135- 2.98% |
$42.3K - $47.2K
|
4.39K
$1.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2+ 0.25% |
$626 - $700
|
812
$290K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-338- 11.97% |
$106K - $118K
|
2.49K
$889K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-100- 5.52% |
$31.3K - $35K
|
1.71K
$612K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-239- 23.34% |
$74.8K - $83.6K
|
785
$281K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$31.3K - $35K
|
100
$35.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.05% |
$313 - $350
|
1.97K
$705K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.46K- 52.95% |
$457K - $511K
|
1.3K
$464K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.2K- 4.3% |
$1.68M - $1.82M
|
116K
$41.4M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
37.1K+ 168.43% |
$12M - $13M
|
59.2K
$21.2M
|
|
|
May 05, 2025
Q4 2024
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
819New |
$265K - $286K
|
819
$293K
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
2.49KNew |
$806K - $871K
|
2.49K
$892K
|
|