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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.94K- 33.34% |
$489K - $522K
|
3.88K
$1.34M
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-531Closed |
$134K - $143K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.87KClosed |
$472K - $504K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-57- 12.67% |
$14.4K - $15.3K
|
393
$136K
|
|
|
Oct 07, 2021
Q3 2021
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-40- 3.27% |
$10.1K - $10.8K
|
1.19K
$409K
|
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-95Closed |
$23.9K - $25.6K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Mar 31, 2022
Q2 2021
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.31KClosed |
$315K - $336K
|
0
$0
|
|
|
Aug 31, 2021
Q2 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-28Closed |
$6.73K - $7.17K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
1.86KNew |
$446K - $475K
|
1.86K
$640K
|
|
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.04K+ 291.06% |
$250K - $267K
|
1.4K
$483K
|
|
|
Aug 13, 2021
Q2 2021
|
Community Trust & Investment CO
|
SELL
|
- |
-10.1KClosed |
$2.42M - $2.58M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.56KClosed |
$616K - $656K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-41Closed |
$9.85K - $10.5K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-995Closed |
$239K - $255K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-998Closed |
$240K - $255K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
103New |
$24.8K - $26.4K
|
103
$35.5K
|
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-2.57KClosed |
$618K - $658K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
BUY
|
- |
15+ 4.41% |
$3.6K - $3.84K
|
355
$122K
|
|
|
Jul 26, 2021
Q2 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-728Closed |
$175K - $186K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-51Closed |
$12.3K - $13.1K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
700New |
$168K - $179K
|
700
$241K
|
|
|
Jul 15, 2021
Q2 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-29Closed |
$6.97K - $7.42K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.3KClosed |
$312K - $332K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
19New |
$4.57K - $4.86K
|
19
$6.55K
|
|
|
Jul 13, 2021
Q2 2021
|
Bremer Bank National Association
|
SELL
|
- |
-2.5KClosed |
$601K - $640K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.82KClosed |
$401K - $435K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-124Closed |
$27.4K - $29.7K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-50Closed |
$11K - $12K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-3.64KClosed |
$803K - $872K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-1.12KClosed |
$248K - $269K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.56KNew |
$343K - $373K
|
1.56K
$537K
|
|
|
May 12, 2021
Q1 2021
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-1.39KClosed |
$306K - $332K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-30.6KClosed |
$6.75M - $7.33M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-3.8KClosed |
$838K - $910K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-48- 3.31% |
$10.6K - $11.5K
|
1.4K
$484K
|
|
|
May 04, 2021
Q1 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
144+ 1.56% |
$31.8K - $34.5K
|
9.36K
$3.23M
|
|
|
Apr 28, 2021
Q1 2021
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-14.7KClosed |
$3.25M - $3.52M
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.5KClosed |
$331K - $359K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 19, 2021
Q4 2020
|
Albion Financial Group
|
BUY
|
- |
558New |
$107K - $125K
|
558
$192K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
402New |
$77.2K - $89.9K
|
402
$139K
|
|
|
Feb 16, 2021
Q4 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
27New |
$5.18K - $6.04K
|
27
$9.31K
|
|
|
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.39KClosed |
$651K - $758K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-6.34KClosed |
$1.22M - $1.42M
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-17.6KClosed |
$3.38M - $3.94M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-100Closed |
$19.2K - $22.4K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1.9KNew |
$364K - $424K
|
1.9K
$654K
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-101Closed |
$19.4K - $22.6K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Regis Management CO LLC
|
SELL
|
- |
-461- 1.29% |
$88.5K - $103K
|
35.3K
$12.2M
|
|
| Q3 2020 | |||||||
|
Jan 07, 2021
Q3 2020
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.11KNew |
$201K - $232K
|
1.11K
$383K
|
|
|
Nov 30, 2020
Q3 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-17.6KClosed |
$3.18M - $3.66M
|
0
$0
|
|