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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
681New |
$183K - $204K
|
681
$233K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-163- 97.02% |
$43.7K - $48.9K
|
5
$1.71K
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-20- 1.45% |
$5.37K - $6K
|
1.36K
$467K
|
|
|
May 10, 2024
Q1 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-48- 14.08% |
$12.9K - $14.4K
|
293
$100K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-659- 15.13% |
$177K - $198K
|
3.7K
$1.27M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-23- 1.73% |
$6.17K - $6.9K
|
1.3K
$446K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
677New |
$182K - $203K
|
677
$232K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-462- 25.8% |
$124K - $139K
|
1.33K
$455K
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
358+ 32.4% |
$96.1K - $107K
|
1.46K
$501K
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$268 - $300
|
1.1K
$375K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
22+ 1.01% |
$5.9K - $6.6K
|
2.2K
$752K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
29+ 1.29% |
$7.78K - $8.7K
|
2.28K
$781K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.76K- 30.49% |
$740K - $828K
|
6.29K
$2.15M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
57+ 14.77% |
$15.3K - $17.1K
|
443
$152K
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
4.54KNew |
$1.22M - $1.36M
|
4.54K
$1.56M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
171+ 4.41% |
$45.9K - $51.3K
|
4.05K
$1.38M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
47+ 0.13% |
$12.6K - $14.1K
|
36.8K
$12.6M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1+ 0.04% |
$268 - $300
|
2.71K
$928K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-103- 13.77% |
$27.6K - $30.9K
|
645
$221K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
737New |
$198K - $221K
|
737
$252K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-75- 2.22% |
$20.1K - $22.5K
|
3.3K
$1.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.57K+ 30.7% |
$422K - $471K
|
6.69K
$2.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-10- 0.63% |
$2.68K - $3K
|
1.58K
$541K
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
220+ 7.31% |
$59K - $66K
|
3.23K
$1.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-341- 20.63% |
$91.5K - $102K
|
1.31K
$449K
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-1.47K- 7.29% |
$395K - $442K
|
18.7K
$6.41M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-21- 2.78% |
$5.64K - $6.3K
|
734
$251K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
44New |
$11.8K - $13.2K
|
44
$15.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
675New |
$181K - $203K
|
675
$231K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-205- 16.1% |
$55K - $61.5K
|
1.07K
$366K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$268 - $300
|
744
$255K
|
|
|
Apr 22, 2024
Q1 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
8+ 0.57% |
$2.15K - $2.4K
|
1.42K
$485K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
100+ 4.0% |
$26.8K - $30K
|
2.6K
$890K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
100+ 20.0% |
$26.8K - $30K
|
600
$205K
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
680New |
$182K - $204K
|
680
$233K
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
877New |
$235K - $263K
|
877
$300K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
672New |
$180K - $202K
|
672
$230K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1+ 0.09% |
$268 - $300
|
1.11K
$379K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.5K- 13.05% |
$403K - $450K
|
9.99K
$3.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-100- 50.0% |
$26.8K - $30K
|
100
$34.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-291- 27.98% |
$78.1K - $87.3K
|
749
$256K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
7+ 0.07% |
$1.88K - $2.1K
|
10.4K
$3.57M
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
1.97K+ 17.9% |
$527K - $590K
|
12.9K
$4.43M
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
1.96K+ 12.57% |
$527K - $589K
|
17.6K
$6.01M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
670New |
$180K - $201K
|
670
$229K
|
|
| Q4 2023 | |||||||
|
Jun 13, 2024
Q4 2023
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
7.37KNew |
$1.73M - $2.03M
|
7.37K
$2.52M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
75New |
$17.6K - $20.6K
|
75
$25.7K
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
755New |
$177K - $208K
|
755
$258K
|
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-185- 6.29% |
$43.4K - $50.9K
|
2.76K
$944K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-75- 8.24% |
$17.6K - $20.6K
|
835
$286K
|
|