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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
975New |
$287K - $319K
|
975
$349K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-48- 7.4% |
$14.1K - $15.7K
|
601
$215K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-330- 6.6% |
$97.3K - $108K
|
4.67K
$1.67M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
615New |
$181K - $201K
|
615
$220K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
723New |
$213K - $236K
|
723
$259K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
77+ 2.18% |
$22.7K - $25.2K
|
3.61K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-374- 1.93% |
$110K - $122K
|
19K
$6.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
51New |
$15K - $16.7K
|
51
$18.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-200- 21.91% |
$59K - $65.3K
|
713
$255K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
450+ 314.69% |
$133K - $147K
|
593
$212K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.64K+ 10.68% |
$778K - $863K
|
27.4K
$9.79M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-646- 1.0% |
$190K - $211K
|
63.8K
$22.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-14- 18.42% |
$4.13K - $4.57K
|
62
$22.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
612New |
$180K - $200K
|
612
$219K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.41KNew |
$1.01M - $1.11M
|
3.41K
$1.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.55KNew |
$1.05M - $1.16M
|
3.55K
$1.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-180- 18.37% |
$53.1K - $58.8K
|
800
$286K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-9- 0.73% |
$2.65K - $2.94K
|
1.23K
$441K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-312- 7.72% |
$92K - $102K
|
3.73K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-312- 7.52% |
$92K - $102K
|
3.84K
$1.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-4.13K- 49.57% |
$1.22M - $1.35M
|
4.2K
$1.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-54- 16.41% |
$15.9K - $17.6K
|
275
$98.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-209- 25.36% |
$61.6K - $68.3K
|
615
$220K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-15- 2.91% |
$4.42K - $4.9K
|
500
$179K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-400- 24.62% |
$118K - $131K
|
1.23K
$438K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
260+ 64.84% |
$76.6K - $84.9K
|
661
$236K
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-18- 0.19% |
$5.1K - $5.58K
|
9.68K
$3.46M
|
|
|
Nov 14, 2024
Q2 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-148- 2.78% |
$41.9K - $45.9K
|
5.18K
$1.85M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.86KNew |
$1.09M - $1.19M
|
3.86K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.1K+ 166.78% |
$1.16M - $1.27M
|
6.55K
$2.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.19KNew |
$336K - $368K
|
1.19K
$425K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.47KNew |
$699K - $765K
|
2.47K
$883K
|
|
|
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
$515K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
32New |
$9.06K - $9.92K
|
32
$11.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-4- 0.02% |
$1.13K - $1.24K
|
23K
$8.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1+ 0.14% |
$283 - $310
|
704
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.38K+ 98.92% |
$389K - $426K
|
2.77K
$989K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
75.7K+ 7.91% |
$21.4M - $23.5M
|
1.03M
$370M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-380- 0.73% |
$108K - $118K
|
51.5K
$18.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.64KNew |
$748K - $819K
|
2.64K
$945K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-255- 1.92% |
$72.2K - $79K
|
13K
$4.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3+ 0.08% |
$849 - $930
|
3.9K
$1.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.98KNew |
$842K - $922K
|
2.98K
$1.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-96- 2.72% |
$27.2K - $29.8K
|
3.43K
$1.23M
|
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.25KNew |
$1.2M - $1.32M
|
4.25K
$1.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
669New |
$189K - $207K
|
669
$239K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
343New |
$97.1K - $106K
|
343
$123K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-122- 10.97% |
$34.5K - $37.8K
|
990
$354K
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
10.6KNew |
$3.01M - $3.3M
|
10.6K
$3.81M
|
|