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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
4.14K+ 22.42% |
$1.17M - $1.28M
|
22.6K
$8.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-13- 13.54% |
$3.68K - $4.03K
|
83
$29.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-220- 16.06% |
$62.3K - $68.2K
|
1.15K
$411K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
97+ 13.96% |
$27.5K - $30.1K
|
792
$283K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
660New |
$187K - $205K
|
660
$236K
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-389- 15.6% |
$110K - $121K
|
2.11K
$753K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-18- 1.13% |
$5.1K - $5.58K
|
1.57K
$561K
|
|
|
Aug 02, 2024
Q2 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-117- 6.62% |
$33.1K - $36.3K
|
1.65K
$590K
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-33- 2.13% |
$9.34K - $10.2K
|
1.52K
$542K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-203- 25.99% |
$57.5K - $62.9K
|
578
$207K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
14New |
$3.96K - $4.34K
|
14
$5.01K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-31.9K- 20.57% |
$9.03M - $9.88M
|
123K
$44M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.31KNew |
$653K - $714K
|
2.31K
$824K
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
650New |
$184K - $201K
|
650
$232K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-31- 77.5% |
$8.78K - $9.61K
|
9
$3.22K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
120New |
$34K - $37.2K
|
120
$42.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-512- 16.22% |
$145K - $159K
|
2.65K
$946K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-46- 1.94% |
$13K - $14.3K
|
2.32K
$830K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
15+ 0.08% |
$4.25K - $4.65K
|
18.4K
$6.58M
|
|
|
Jul 24, 2024
Q2 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
650New |
$184K - $201K
|
650
$232K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
650New |
$184K - $201K
|
650
$232K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-25- 0.38% |
$7.08K - $7.75K
|
6.58K
$2.35M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16+ 2.1% |
$4.53K - $4.96K
|
779
$279K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
9.68KNew |
$2.74M - $3M
|
9.68K
$3.46M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
3KNew |
$850K - $930K
|
3K
$1.07M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-13- 1.7% |
$3.68K - $4.03K
|
750
$268K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-66- 6.52% |
$18.7K - $20.5K
|
947
$339K
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
SELL
|
- |
-195- 3.72% |
$55.2K - $60.4K
|
5.05K
$1.81M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
152New |
$43K - $47.1K
|
152
$54.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-169- 18.04% |
$47.9K - $52.4K
|
768
$275K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-84- 5.64% |
$23.8K - $26K
|
1.41K
$503K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-171- 4.11% |
$48.4K - $53K
|
3.99K
$1.43M
|
|
| Q1 2024 | |||||||
|
Apr 08, 2025
Q1 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-936Closed |
$251K - $281K
|
0
$0
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
263New |
$70.6K - $78.9K
|
263
$94.1K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
675New |
$181K - $203K
|
675
$241K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
681New |
$183K - $204K
|
681
$244K
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
3.36KNew |
$902K - $1.01M
|
3.36K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.53KNew |
$678K - $759K
|
2.53K
$904K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
682New |
$183K - $205K
|
682
$244K
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.32KNew |
$355K - $397K
|
1.32K
$473K
|
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-500- 39.84% |
$134K - $150K
|
755
$270K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-50- 2.51% |
$13.4K - $15K
|
1.94K
$693K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1- 33.33% |
$268 - $300
|
2
$715
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-172- 5.92% |
$46.2K - $51.6K
|
2.73K
$977K
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
3.3K+ 30.65% |
$885K - $990K
|
14.1K
$5.03M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
160KNew |
$42.9M - $47.9M
|
160K
$57.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.22K+ 3.44% |
$327K - $365K
|
36.6K
$13.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.75K- 18.14% |
$739K - $826K
|
12.4K
$4.44M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
76New |
$20.4K - $22.8K
|
76
$27.2K
|
|
|
May 13, 2024
Q1 2024
|
Georgetown University
Washington, DC |
BUY
|
- |
251+ 0.25% |
$67.4K - $75.3K
|
100K
$35.8M
|
|