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 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-36- 0.61% |
$8.78K - $9.49K
|
5.9K
$2.02M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-107- 8.12% |
$26.1K - $28.2K
|
1.21K
$414K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-4- 0.45% |
$976 - $1.05K
|
890
$305K
|
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
500+ 2.24% |
$122K - $132K
|
22.9K
$7.83M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
9.83KNew |
$2.4M - $2.59M
|
9.83K
$3.36M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-15- 1.38% |
$3.66K - $3.95K
|
1.07K
$366K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
73New |
$17.8K - $19.2K
|
73
$25K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
700New |
$171K - $184K
|
700
$240K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
52New |
$12.7K - $13.7K
|
52
$17.8K
|
|
| Q2 2023 | |||||||
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2+ 0.21% |
$463 - $509
|
974
$333K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-62- 5.08% |
$14.4K - $15.8K
|
1.16K
$397K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.24KNew |
$518K - $570K
|
2.24K
$766K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
427+ 45.38% |
$98.9K - $109K
|
1.37K
$468K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-50- 35.21% |
$11.6K - $12.7K
|
92
$31.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
27New |
$6.25K - $6.87K
|
27
$9.24K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-250- 2.13% |
$57.9K - $63.6K
|
11.5K
$3.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-3.45K- 46.05% |
$800K - $879K
|
4.05K
$1.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.02K- 25.73% |
$236K - $259K
|
2.94K
$1M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-221- 1.33% |
$51.2K - $56.2K
|
16.5K
$5.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 55.56% |
$1.16K - $1.27K
|
14
$4.79K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
8+ 0.06% |
$1.85K - $2.04K
|
12.9K
$4.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-886- 12.2% |
$205K - $225K
|
6.38K
$2.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.68KNew |
$622K - $683K
|
2.68K
$919K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
137New |
$31.7K - $34.9K
|
137
$46.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-484- 7.39% |
$112K - $123K
|
6.07K
$2.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.31K- 12.96% |
$303K - $333K
|
8.78K
$3M
|
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-1.58K- 37.43% |
$366K - $402K
|
2.64K
$904K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.1KNew |
$950K - $1.04M
|
4.1K
$1.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
500New |
$116K - $127K
|
500
$171K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
79New |
$18.3K - $20.1K
|
79
$27K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-5- 3.42% |
$1.16K - $1.27K
|
141
$48.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.92K- 1.73% |
$676K - $743K
|
166K
$56.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
790New |
$183K - $201K
|
790
$270K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.21KNew |
$280K - $308K
|
1.21K
$414K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
7.05KNew |
$1.63M - $1.79M
|
7.05K
$2.41M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-34- 3.4% |
$7.87K - $8.65K
|
967
$331K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-34- 3.4% |
$7.87K - $8.65K
|
967
$331K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-19- 3.0% |
$4.4K - $4.84K
|
614
$210K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-150- 26.46% |
$34.7K - $38.2K
|
417
$143K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
320+ 133.33% |
$74.1K - $81.4K
|
560
$192K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
24+ 2.22% |
$5.56K - $6.11K
|
1.11K
$379K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
1.1KNew |
$255K - $280K
|
1.1K
$377K
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
975New |
$226K - $248K
|
975
$334K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
278New |
$64.4K - $70.7K
|
278
$95.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1.03K- 13.27% |
$237K - $261K
|
6.7K
$2.29M
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.21KNew |
$280K - $307K
|
1.21K
$413K
|
|
| Q1 2023 | |||||||
|
Mar 11, 2024
Q1 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-43.7KClosed |
$9.55M - $10.6M
|
0
$0
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-175- 18.17% |
$38.3K - $42.4K
|
788
$270K
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-14- 1.33% |
$3.06K - $3.39K
|
1.04K
$355K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
229+ 322.54% |
$50.1K - $55.5K
|
300
$103K
|
|