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 13, 2020
Q4 2019
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-43Closed |
$7.25K - $8.13K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
1.43KNew |
$240K - $269K
|
1.43K
$492K
|
|
|
Feb 10, 2020
Q4 2019
|
Stokes Family Office, LLC
|
BUY
|
- |
3.5KNew |
$590K - $662K
|
3.5K
$1.21M
|
|
|
Feb 07, 2020
Q4 2019
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.24KClosed |
$208K - $234K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Spinnaker Trust
|
BUY
|
- |
2.7KNew |
$454K - $510K
|
2.7K
$930K
|
|
|
Feb 04, 2020
Q4 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-70KClosed |
$11.8M - $13.2M
|
0
$0
|
|
|
Feb 03, 2020
Q4 2019
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.54KNew |
$260K - $291K
|
1.54K
$531K
|
|
|
Jan 17, 2020
Q4 2019
|
Altium Wealth Management LLC
|
SELL
|
- |
-2.19KClosed |
$369K - $414K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-150Closed |
$25.3K - $28.4K
|
0
$0
|
|
|
Jan 09, 2020
Q4 2019
|
Mcia Inc
|
SELL
|
- |
-8.72KClosed |
$1.47M - $1.65M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Jan 08, 2024
Q3 2019
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-13KClosed |
$2.25M - $2.3M
|
0
$0
|
|
|
Jan 27, 2020
Q3 2019
|
Tsfg, LLC
|
SELL
|
- |
-426- 51.57% |
$73.7K - $75.3K
|
400
$138K
|
|
|
Nov 25, 2019
Q3 2019
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.18KClosed |
$204K - $208K
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-11.1KClosed |
$1.93M - $1.97M
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-150Closed |
$25.9K - $26.5K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-40Closed |
$6.92K - $7.07K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-714Closed |
$123K - $126K
|
0
$0
|
|
|
Oct 23, 2019
Q3 2019
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-114Closed |
$19.7K - $20.1K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-236Closed |
$40.8K - $41.7K
|
0
$0
|
|
|
Oct 17, 2019
Q3 2019
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-283- 9.57% |
$48.9K - $50K
|
2.67K
$922K
|
|
| Q2 2019 | |||||||
|
May 08, 2020
Q2 2019
|
Royal Fund Management, LLC
|
SELL
|
- |
-3Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-2.44KClosed |
N/A
|
0
$0
|
|
|
Jul 29, 2019
Q2 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-68.4KClosed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-225Closed |
N/A
|
0
$0
|
|
|
Jul 24, 2019
Q2 2019
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-89Closed |
N/A
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
1.4KNew |
N/A
|
1.4K
$482K
|
|
|
Jul 12, 2019
Q2 2019
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-42.9KClosed |
N/A
|
0
$0
|
|
|
Jul 01, 2019
Q2 2019
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-10.8KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 17, 2021
Q1 2019
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-5.42KClosed |
N/A
|
0
$0
|
|
|
May 16, 2019
Q1 2019
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-650Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-24.2KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
10.6KNew |
N/A
|
10.6K
$3.66M
|
|
|
May 14, 2019
Q1 2019
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-1.15KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
American Capital Management Inc
New York, NY |
SELL
|
- |
-8.97KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-31.8KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
SELL
|
- |
-15.3KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.02KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Fusion Family Wealth LLC
|
SELL
|
- |
-40Closed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.39KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.8KClosed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-31Closed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Barings LLC
|
SELL
|
- |
-111KClosed |
N/A
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2.49KClosed |
N/A
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.81KClosed |
N/A
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Arrow Financial Corp
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.47KClosed |
N/A
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
James Investment Research Inc
|
BUY
|
- |
1.8KNew |
N/A
|
1.8K
$619K
|
|
|
Apr 22, 2019
Q1 2019
|
Miller Howard Investments Inc
|
SELL
|
- |
-50KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-14.9KClosed |
N/A
|
0
$0
|
|