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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-250Closed |
$60.5K - $69.8K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-46Closed |
$11.1K - $12.8K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-150Closed |
$36.3K - $41.9K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
138+ 9.77% |
$33.4K - $38.5K
|
1.55K
$531K
|
|
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-3.78KClosed |
$916K - $1.06M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-732Closed |
$177K - $204K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
155New |
$37.5K - $43.3K
|
155
$53.1K
|
|
|
Apr 19, 2022
Q1 2022
|
Burt Wealth Advisors
|
BUY
|
- |
583+ 51.87% |
$141K - $163K
|
1.71K
$584K
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-32- 91.43% |
$7.74K - $8.93K
|
3
$1.03K
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-961Closed |
$233K - $268K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1KNew |
$255K - $279K
|
1K
$342K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-198Closed |
$50.4K - $55.3K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-206Closed |
$52.5K - $57.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-35Closed |
$8.91K - $9.77K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
38New |
$9.68K - $10.6K
|
38
$13K
|
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
SELL
|
- |
-42- 3.71% |
$10.7K - $11.7K
|
1.09K
$373K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
93New |
$23.7K - $26K
|
93
$31.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-19Closed |
$4.84K - $5.3K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.25KNew |
$827K - $907K
|
3.25K
$1.11M
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
55New |
$14K - $15.4K
|
55
$18.8K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
22.2KNew |
$5.65M - $6.2M
|
22.2K
$7.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-28Closed |
$7.13K - $7.82K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-106Closed |
$27K - $29.6K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.28KNew |
$326K - $358K
|
1.28K
$438K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.97KClosed |
$2.03M - $2.22M
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
43New |
$11K - $12K
|
43
$14.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-579Closed |
$147K - $162K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.46KClosed |
$372K - $408K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3+ 1.69% |
$764 - $837
|
180
$61.6K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-86Closed |
$21.9K - $24K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-266Closed |
$67.7K - $74.2K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Aug 05, 2022
Q3 2021
|
Vorpal, LLC
|
SELL
|
- |
-1.13KClosed |
$284K - $303K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
1.15KNew |
$288K - $308K
|
1.15K
$392K
|
|
|
Nov 12, 2021
Q3 2021
|
Aviva PLC
|
SELL
|
- |
-122KClosed |
$30.8M - $32.8M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-945Closed |
$238K - $254K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-817Closed |
$206K - $220K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-8.48KClosed |
$2.14M - $2.28M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-9.27KClosed |
$2.34M - $2.49M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
$2.52M - $2.69M
|
10K
$3.42M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-252Closed |
$63.5K - $67.8K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-161Closed |
$40.6K - $43.3K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-54.8KClosed |
$13.8M - $14.7M
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.12KClosed |
$786K - $839K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
1.25K+ 292.52% |
$315K - $337K
|
1.68K
$575K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
50New |
$12.6K - $13.5K
|
50
$17.1K
|
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-236Closed |
$59.4K - $63.5K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
156New |
$39.3K - $42K
|
156
$53.4K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-475Closed |
$120K - $128K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-215Closed |
$54.2K - $57.8K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.94K- 33.34% |
$489K - $522K
|
3.88K
$1.33M
|
|