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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
630New |
$138K - $153K
|
630
$216K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5- 0.17% |
$1.09K - $1.21K
|
2.98K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
900New |
$197K - $218K
|
900
$308K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.01KNew |
$220K - $243K
|
1.01K
$344K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
140+ 0.15% |
$30.6K - $33.9K
|
96K
$32.9M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
987New |
$216K - $239K
|
987
$338K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-480- 62.34% |
$105K - $116K
|
290
$99.3K
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
PUT |
4KNew |
$875K - $969K
|
4K
$1.37M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.22KNew |
$267K - $295K
|
1.22K
$417K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
753KNew |
$165M - $182M
|
753K
$258M
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
883New |
$193K - $214K
|
883
$302K
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
7.33KNew |
$1.6M - $1.77M
|
7.33K
$2.51M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-3.54K- 85.0% |
$774K - $856K
|
624
$214K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.46% |
$219 - $242
|
220
$75.3K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
740New |
$162K - $179K
|
740
$253K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-19- 6.07% |
$4.16K - $4.6K
|
294
$101K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
11.5KNew |
$2.52M - $2.79M
|
11.5K
$3.94M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-435- 2.9% |
$95.2K - $105K
|
14.6K
$4.98M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-23- 15.75% |
$5.03K - $5.57K
|
123
$42.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-61- 2.01% |
$13.3K - $14.8K
|
2.97K
$1.02M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$21.9K - $24.2K
|
100
$34.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Sl Advisors, LLC
|
BUY
|
- |
31+ 0.36% |
$6.78K - $7.51K
|
8.68K
$2.97M
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
BUY
|
- |
32.4K+ 1008.09% |
$7.09M - $7.85M
|
35.6K
$12.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
1.94K+ 2.14% |
$423K - $469K
|
92.3K
$31.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-75- 30.0% |
$16.4K - $18.2K
|
175
$59.9K
|
|
|
Apr 06, 2023
Q1 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-385- 28.23% |
$84.2K - $93.2K
|
979
$335K
|
|
| Q4 2022 | |||||||
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
65.1KNew |
$13.5M - $15.3M
|
65.1K
$22.3M
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.33KNew |
$275K - $312K
|
1.33K
$454K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
708+ 212.61% |
$146K - $167K
|
1.04K
$356K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-4- 1.61% |
$828 - $942
|
244
$83.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
7.9K+ 724.95% |
$1.63M - $1.86M
|
8.99K
$3.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-2.54K- 16.1% |
$526K - $598K
|
13.2K
$4.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.12KNew |
$231K - $263K
|
1.12K
$382K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
293New |
$60.6K - $69K
|
293
$100K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
90New |
$18.6K - $21.2K
|
90
$30.8K
|
|
|
Feb 14, 2023
Q4 2022
|
University Of Pittsburgh Of The Commonwealth System Of Higher Education
Pittsburgh, PA |
BUY
|
- |
127KNew |
$26.3M - $29.9M
|
127K
$43.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
145New |
$30K - $34.1K
|
145
$49.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
12New |
$2.48K - $2.83K
|
12
$4.11K
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-300- 85.71% |
$62.1K - $70.6K
|
50
$17.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
90+ 5.92% |
$18.6K - $21.2K
|
1.61K
$551K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
83+ 100.0% |
$17.2K - $19.5K
|
166
$56.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-713- 53.73% |
$148K - $168K
|
614
$210K
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-25- 20.0% |
$5.17K - $5.89K
|
100
$34.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.02KNew |
$417K - $475K
|
2.02K
$690K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
962New |
$199K - $227K
|
962
$329K
|
|
|
Feb 10, 2023
Q4 2022
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
1.08KNew |
$224K - $255K
|
1.08K
$371K
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
9.34KNew |
$1.93M - $2.2M
|
9.34K
$3.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
251New |
$51.9K - $59.1K
|
251
$85.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
3.38KNew |
$700K - $796K
|
3.38K
$1.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-3.46K- 15.51% |
$717K - $816K
|
18.9K
$6.46M
|
|