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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.53K- 59.77% |
$359K - $421K
|
1.03K
$356K
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
989New |
$232K - $272K
|
989
$341K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
73New |
$17.1K - $20.1K
|
73
$25.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
41+ 455.56% |
$9.61K - $11.3K
|
50
$17.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Harbor Advisors LLC
|
BUY
|
- |
2KNew |
$469K - $550K
|
2K
$690K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
BUY
|
- |
1.67KNew |
$390K - $458K
|
1.67K
$575K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10- 0.29% |
$2.34K - $2.75K
|
3.43K
$1.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-350- 23.33% |
$82K - $96.2K
|
1.15K
$397K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-148- 3.67% |
$34.7K - $40.7K
|
3.89K
$1.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-10- 17.86% |
$2.34K - $2.75K
|
46
$15.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
811New |
$190K - $223K
|
811
$280K
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-21- 0.49% |
$4.92K - $5.77K
|
4.25K
$1.47M
|
|
|
Jan 25, 2024
Q4 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1.16KNew |
$271K - $317K
|
1.16K
$398K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
824New |
$193K - $226K
|
824
$284K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
61.5K+ 3841.25% |
$14.4M - $16.9M
|
63.1K
$21.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-6- 0.01% |
$1.41K - $1.65K
|
97K
$33.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
783New |
$184K - $215K
|
783
$270K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-56- 19.86% |
$13.1K - $15.4K
|
226
$78K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-312- 13.3% |
$73.1K - $85.8K
|
2.03K
$702K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-200- 3.48% |
$46.9K - $55K
|
5.54K
$1.91M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-284- 3.46% |
$66.6K - $78.1K
|
7.92K
$2.73M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
669+ 23.01% |
$157K - $184K
|
3.58K
$1.23M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-55- 1.05% |
$12.9K - $15.1K
|
5.21K
$1.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
1.02KNew |
$239K - $280K
|
1.02K
$351K
|
|
| Q3 2023 | |||||||
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.56KNew |
$380K - $411K
|
1.56K
$537K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-71- 28.74% |
$17.3K - $18.7K
|
176
$60.7K
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-7.75KClosed |
$1.89M - $2.04M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
92New |
$22.4K - $24.2K
|
92
$31.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-349- 0.52% |
$85.1K - $92K
|
66.9K
$23.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-690- 1.58% |
$168K - $182K
|
43.1K
$14.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-199- 6.97% |
$48.5K - $52.4K
|
2.66K
$917K
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-511- 3.21% |
$125K - $135K
|
15.4K
$5.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7.84K+ 3.38% |
$1.91M - $2.06M
|
240K
$82.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-61- 15.06% |
$14.9K - $16.1K
|
344
$119K
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
18.8K+ 559.68% |
$4.58M - $4.95M
|
22.1K
$7.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.76% |
$1.71K - $1.84K
|
920
$317K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-709- 39.88% |
$173K - $187K
|
1.07K
$369K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-378Closed |
$92.2K - $99.6K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-38- 1.05% |
$9.27K - $10K
|
3.6K
$1.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1K+ 20.54% |
$244K - $264K
|
5.87K
$2.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-6- 60.0% |
$1.46K - $1.58K
|
4
$1.38K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.7KNew |
$3.58M - $3.87M
|
14.7K
$5.07M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-183K- 28.11% |
$44.5M - $48.1M
|
467K
$161M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-57- 7.29% |
$13.9K - $15K
|
725
$250K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$24.4K - $26.4K
|
100
$34.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
10.8KNew |
$2.64M - $2.85M
|
10.8K
$3.73M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
2.49KNew |
$608K - $657K
|
2.49K
$860K
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.11KNew |
$759K - $820K
|
3.11K
$1.07M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.08K- 3.79% |
$264K - $285K
|
27.5K
$9.48M
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-367- 11.5% |
$89.5K - $96.7K
|
2.82K
$974K
|
|