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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
5.76K+ 30.56% |
$1.62M - $2.02M
|
24.6K
$8.68M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-662- 0.91% |
$186K - $232K
|
71.8K
$25.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.15KNew |
$607K - $756K
|
2.15K
$760K
|
|
|
Jul 16, 2025
Q2 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-276- 0.72% |
$77.7K - $96.9K
|
37.9K
$13.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-50- 1.33% |
$14.1K - $17.6K
|
3.71K
$1.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-21- 4.49% |
$5.92K - $7.37K
|
447
$158K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
360+ 5.9% |
$101K - $126K
|
6.46K
$2.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8+ 0.24% |
$2.25K - $2.81K
|
3.31K
$1.17M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6.38KNew |
$1.8M - $2.24M
|
6.38K
$2.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.48K+ 40.39% |
$698K - $870K
|
8.61K
$3.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Tepp Ria, LLC
Westfield, NJ |
SELL
|
- |
-244- 22.95% |
$68.7K - $85.6K
|
819
$289K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-3.16K- 4.31% |
$891K - $1.11M
|
70.2K
$24.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1+ 0.03% |
$282 - $351
|
3.19K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.26K+ 0.76% |
$353K - $441K
|
167K
$58.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
58+ 3.96% |
$16.3K - $20.4K
|
1.52K
$537K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.24% |
$1.41K - $1.76K
|
2.05K
$724K
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-3.3K- 9.43% |
$930K - $1.16M
|
31.7K
$11.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-561- 18.2% |
$158K - $197K
|
2.52K
$890K
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
5+ 0.27% |
$1.41K - $1.76K
|
1.88K
$664K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.34K+ 398.51% |
$376K - $469K
|
1.67K
$589K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.17% |
$282 - $351
|
583
$206K
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
2.19K+ 5.94% |
$618K - $770K
|
39.1K
$13.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
145+ 13.92% |
$40.8K - $50.9K
|
1.19K
$419K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.05% |
$282 - $351
|
1.89K
$667K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-14.7K- 88.41% |
$4.15M - $5.17M
|
1.93K
$681K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.12KNew |
$879K - $1.09M
|
3.12K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-30- 0.33% |
$8.45K - $10.5K
|
9.15K
$3.23M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-799- 8.64% |
$225K - $280K
|
8.45K
$2.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.22% |
$563 - $702
|
891
$314K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
76New |
$21.4K - $26.7K
|
76
$26.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-38- 5.34% |
$10.7K - $13.3K
|
674
$238K
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-59- 2.21% |
$16.6K - $20.7K
|
2.61K
$920K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-23- 1.7% |
$6.48K - $8.07K
|
1.33K
$469K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1+ 0.1% |
$282 - $351
|
1.04K
$366K
|
|
|
Jul 11, 2025
Q2 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
121+ 0.81% |
$34.1K - $42.5K
|
15K
$5.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.42K- 6.28% |
$682K - $850K
|
36.1K
$12.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.08% |
$282 - $351
|
1.24K
$436K
|
|
|
Jul 11, 2025
Q2 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-583- 3.21% |
$164K - $205K
|
17.6K
$6.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-7- 0.26% |
$1.97K - $2.46K
|
2.65K
$935K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.35K- 9.64% |
$380K - $473K
|
12.6K
$4.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
17+ 0.19% |
$4.79K - $5.97K
|
8.82K
$3.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.48K+ 4.12% |
$417K - $520K
|
37.4K
$13.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-24- 1.14% |
$6.76K - $8.42K
|
2.09K
$736K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
34+ 2.49% |
$9.58K - $11.9K
|
1.4K
$494K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-23- 0.43% |
$6.48K - $8.07K
|
5.29K
$1.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-52.8K- 99.87% |
$14.9M - $18.5M
|
70
$24.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
BUY
|
- |
1.95K+ 3.4% |
$548K - $683K
|
59.2K
$20.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.7KNew |
$479K - $597K
|
1.7K
$600K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.02K- 7.12% |
$288K - $359K
|
13.4K
$4.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-283- 0.4% |
$79.7K - $99.3K
|
70.4K
$24.9M
|