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 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1+ 0.1% |
$282 - $351
|
1.04K
$395K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-583- 3.21% |
$164K - $205K
|
17.6K
$6.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-24- 1.14% |
$6.76K - $8.42K
|
2.09K
$793K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-52.8K- 99.87% |
$14.9M - $18.5M
|
70
$26.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.7KNew |
$479K - $597K
|
1.7K
$647K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-500- 12.5% |
$141K - $176K
|
3.5K
$1.33M
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
574New |
$162K - $201K
|
574
$218K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
200New |
$56.3K - $70.2K
|
200
$76.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
700New |
$197K - $246K
|
700
$266K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
3.12K+ 491.96% |
$879K - $1.09M
|
3.75K
$1.43M
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
285New |
$80.3K - $100K
|
285
$108K
|
|
| Q1 2025 | |||||||
|
Dec 08, 2025
Q1 2025
|
Evelyn Partners Asset Management LTD
London, |
SELL
|
- |
-7- 0.09% |
$2.19K - $2.45K
|
8.07K
$3.07M
|
|
|
Jun 12, 2025
Q1 2025
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-15.8K- 93.81% |
$4.95M - $5.54M
|
1.04K
$397K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
464+ 3.09% |
$145K - $162K
|
15.5K
$5.88M
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-91- 60.26% |
$28.5K - $31.8K
|
60
$22.8K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-3- 18.75% |
$939 - $1.05K
|
13
$4.95K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
103+ 0.57% |
$32.2K - $36K
|
18.1K
$6.9M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-63- 8.76% |
$19.7K - $22K
|
656
$250K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
504New |
$158K - $176K
|
504
$192K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.08K- 11.01% |
$650K - $726K
|
16.8K
$6.38M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
3.02KNew |
$945K - $1.06M
|
3.02K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-106- 14.42% |
$33.2K - $37.1K
|
629
$239K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-35.9K- 89.28% |
$11.2M - $12.6M
|
4.31K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
721New |
$226K - $252K
|
721
$274K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-23- 2.64% |
$7.2K - $8.05K
|
849
$323K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-225- 7.61% |
$70.4K - $78.7K
|
2.73K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-5.28K- 86.35% |
$1.65M - $1.85M
|
835
$318K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
50+ 50.51% |
$15.7K - $17.5K
|
149
$56.7K
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-313- 11.78% |
$98K - $109K
|
2.34K
$892K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-30- 2.48% |
$9.39K - $10.5K
|
1.18K
$448K
|
|
|
May 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-30- 4.41% |
$9.39K - $10.5K
|
650
$247K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
300+ 17.65% |
$93.9K - $105K
|
2K
$761K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
12+ 0.13% |
$3.76K - $4.2K
|
9.61K
$3.66M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-439- 9.21% |
$137K - $154K
|
4.33K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-7.95K- 64.21% |
$2.49M - $2.78M
|
4.43K
$1.69M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-12- 0.52% |
$3.76K - $4.2K
|
2.31K
$879K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.23K- 60.46% |
$384K - $430K
|
803
$306K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-4.87K- 82.96% |
$1.52M - $1.7M
|
1K
$381K
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
2.32KNew |
$726K - $811K
|
2.32K
$882K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.72% |
$313 - $350
|
140
$53.3K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-248- 14.64% |
$77.6K - $86.8K
|
1.45K
$550K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
117+ 19.06% |
$36.6K - $40.9K
|
731
$278K
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-25- 0.84% |
$7.83K - $8.75K
|
2.95K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
2.75KNew |
$861K - $962K
|
2.75K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
12th Street Asset Management Company, LLC
Nashville, TN |
SELL
|
- |
-5.27K- 77.12% |
$1.65M - $1.84M
|
1.56K
$595K
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
1.35KNew |
$423K - $472K
|
1.35K
$514K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-46- 3.29% |
$14.4K - $16.1K
|
1.35K
$514K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-102- 9.69% |
$31.9K - $35.7K
|
951
$362K
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2+ 0.21% |
$626 - $700
|
967
$368K
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-133- 0.25% |
$41.6K - $46.5K
|
53.9K
$20.5M
|
|