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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
43New |
$11K - $12K
|
43
$15K
|
|
|
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
$62.7K
|
|
|
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
$399K
|
|
|
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
$3.49M
|
|
|
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
$585K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
50New |
$12.6K - $13.5K
|
50
$17.4K
|
|
|
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
$54.4K
|
|
|
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
$1.35M
|
|
|
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
$137K
|
|
|
Oct 07, 2021
Q3 2021
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-40- 3.27% |
$10.1K - $10.8K
|
1.19K
$413K
|
|
|
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
$646K
|
|
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.04K+ 291.06% |
$250K - $267K
|
1.4K
$488K
|
|
|
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
$35.9K
|
|
|
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
$124K
|
|
|
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
$244K
|
|
|
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
$6.62K
|
|
|
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
|
|