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 10, 2023
Q4 2022
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-3.46K- 15.51% |
$717K - $816K
|
18.9K
$6.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Dempze Nancy E
|
SELL
|
- |
-103- 4.67% |
$21.3K - $24.3K
|
2.1K
$725K
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-275- 21.19% |
$56.9K - $64.8K
|
1.02K
$353K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
1.69KNew |
$349K - $397K
|
1.69K
$582K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-228- 18.57% |
$47.2K - $53.7K
|
1K
$345K
|
|
|
Feb 07, 2023
Q4 2022
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
9.64KNew |
$2M - $2.27M
|
9.64K
$3.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-120- 6.61% |
$24.8K - $28.3K
|
1.7K
$585K
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-4K- 64.52% |
$828K - $942K
|
2.2K
$759K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
70+ 0.3% |
$14.5K - $16.5K
|
23K
$7.95M
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-198- 15.25% |
$41K - $46.6K
|
1.1K
$379K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
4+ 0.23% |
$828 - $942
|
1.78K
$614K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
65.1KNew |
$13.5M - $15.3M
|
65.1K
$22.5M
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-229- 85.45% |
$47.4K - $53.9K
|
39
$13.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-1.72K- 64.21% |
$355K - $404K
|
956
$330K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
39New |
$8.07K - $9.18K
|
39
$13.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-138- 57.98% |
$28.6K - $32.5K
|
100
$34.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Wind River Trust CO
|
SELL
|
- |
-100- 0.08% |
$20.7K - $23.5K
|
125K
$43M
|
|
|
Jan 26, 2023
Q4 2022
|
Alta Capital Management LLC
|
BUY
|
- |
1.08KNew |
$222K - $253K
|
1.08K
$371K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3.97KClosed |
$821K - $934K
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1New |
$207 - $235
|
1
$345
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.61KNew |
$334K - $380K
|
1.61K
$556K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2.24KClosed |
$463K - $527K
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
165New |
$34.1K - $38.9K
|
165
$56.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
300New |
$62.1K - $70.6K
|
300
$103K
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-33- 1.4% |
$6.83K - $7.77K
|
2.33K
$804K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
150KNew |
$31M - $35.3M
|
150K
$51.7M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
963+ 96300.0% |
$199K - $227K
|
964
$333K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
41.4KNew |
$8.56M - $9.75M
|
41.4K
$14.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
BUY
|
- |
919New |
$190K - $216K
|
919
$317K
|
|
|
Jan 10, 2023
Q4 2022
|
Jvl Associates LLC
|
SELL
|
- |
-92- 0.31% |
$19K - $21.7K
|
29.1K
$10M
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-80Closed |
$16.6K - $20K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
83New |
$17.2K - $20.7K
|
83
$28.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
500New |
$104K - $125K
|
500
$172K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.18KNew |
$452K - $544K
|
2.18K
$752K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
1KNew |
$207K - $249K
|
1K
$345K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$580K - $699K
|
2.8K
$966K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.3K- 21.13% |
$475K - $572K
|
8.56K
$2.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-15- 0.29% |
$3.11K - $3.74K
|
5.24K
$1.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
184New |
$38.1K - $45.9K
|
184
$63.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-5- 0.22% |
$1.04K - $1.25K
|
2.24K
$773K
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.72KNew |
$770K - $928K
|
3.72K
$1.28M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
550New |
$114K - $137K
|
550
$190K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
49New |
$10.1K - $12.2K
|
49
$16.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
23New |
$4.76K - $5.74K
|
23
$7.93K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
148New |
$30.6K - $36.9K
|
148
$51.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
BUY
|
- |
20.1K+ 130.78% |
$4.15M - $5M
|
35.4K
$12.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.39K+ 88.05% |
$288K - $347K
|
2.98K
$1.03M
|
|
|
Nov 07, 2022
Q3 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
293+ 1.21% |
$60.7K - $73.1K
|
24.5K
$8.44M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-250- 19.2% |
$51.8K - $62.4K
|
1.05K
$363K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
13.6KNew |
$2.82M - $3.4M
|
13.6K
$4.71M
|
|