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 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.17K- 2.93% |
$2.32M - $2.5M
|
237K
$82.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-203K- 10.42% |
$65.6M - $70.9M
|
1.75M
$608M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-50- 4.31% |
$16.2K - $17.5K
|
1.11K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-109- 1.6% |
$35.2K - $38K
|
6.69K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
7+ 0.3% |
$2.26K - $2.44K
|
2.33K
$811K
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-129- 14.95% |
$41.7K - $45K
|
734
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-88- 1.94% |
$28.4K - $30.7K
|
4.44K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
6.01KNew |
$1.94M - $2.1M
|
6.01K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
333+ 5.15% |
$108K - $116K
|
6.8K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
935New |
$302K - $326K
|
935
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
238+ 0.52% |
$76.9K - $83.1K
|
46K
$16M
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
750New |
$242K - $262K
|
750
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
2.3KNew |
$743K - $803K
|
2.3K
$802K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
65.6K+ 6.13% |
$21.2M - $22.9M
|
1.14M
$396M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
402+ 7.65% |
$130K - $140K
|
5.66K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.66K- 1.7% |
$537K - $580K
|
95.8K
$33.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
4+ 0.11% |
$1.29K - $1.4K
|
3.57K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
43K+ 26.77% |
$13.9M - $15M
|
204K
$71M
|
|
|
Feb 14, 2025
Q4 2024
|
Unc Management Company, Inc.
Chapel Hill, NC |
BUY
|
- |
1.72K+ 0.3% |
$555K - $600K
|
576K
$201M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.24K+ 289.24% |
$1.69M - $1.83M
|
7.06K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$32.3K - $34.9K
|
100
$34.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
513+ 10.47% |
$166K - $179K
|
5.41K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
1K+ 83.33% |
$323K - $349K
|
2.2K
$767K
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-98- 11.56% |
$31.7K - $34.2K
|
750
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
7+ 0.31% |
$2.26K - $2.44K
|
2.27K
$789K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3- 0.02% |
$969 - $1.05K
|
19K
$6.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.62K+ 6.59% |
$523K - $566K
|
26.2K
$9.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-647- 3.45% |
$209K - $226K
|
18.1K
$6.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
103KNew |
$33.4M - $36M
|
103K
$36M
|
|
|
Feb 13, 2025
Q4 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
1.74KNew |
$563K - $608K
|
1.74K
$607K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1- 0.37% |
$323 - $349
|
268
$93.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
16.3K+ 2706.3% |
$5.27M - $5.7M
|
16.9K
$5.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.85K+ 2.8% |
$921K - $996K
|
105K
$36.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7.23K- 4.18% |
$2.34M - $2.52M
|
166K
$57.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
64+ 0.1% |
$20.7K - $22.3K
|
61.2K
$21.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.6K+ 98.25% |
$1.81M - $1.95M
|
11.3K
$3.94M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
596+ 2.89% |
$193K - $208K
|
21.2K
$7.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
98+ 13.73% |
$31.7K - $34.2K
|
812
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-231- 2.27% |
$74.6K - $80.6K
|
9.93K
$3.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-600- 40.76% |
$194K - $209K
|
872
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
3.22K+ 143.74% |
$1.04M - $1.13M
|
5.47K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.9K+ 86.1% |
$614K - $664K
|
4.11K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
12+ 0.74% |
$3.88K - $4.19K
|
1.64K
$571K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
629New |
$203K - $220K
|
629
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-21- 0.42% |
$6.78K - $7.33K
|
5K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
42.3KNew |
$13.7M - $14.8M
|
42.3K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.26K- 8.03% |
$408K - $441K
|
14.5K
$5.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-32- 4.24% |
$10.3K - $11.2K
|
722
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-633- 4.36% |
$205K - $221K
|
13.9K
$4.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.02K- 27.38% |
$976K - $1.05M
|
8.01K
$2.79M
|