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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5+ 0.18% |
$1.41K - $1.76K
|
2.82K
$995K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-32- 0.13% |
$9.01K - $11.2K
|
23.7K
$8.37M
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-293- 0.57% |
$82.5K - $103K
|
50.8K
$17.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-329- 12.7% |
$92.7K - $115K
|
2.26K
$798K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.68K- 74.49% |
$473K - $589K
|
575
$203K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-500- 12.5% |
$141K - $176K
|
3.5K
$1.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.3K+ 1.7% |
$365K - $455K
|
77.3K
$27.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Red Spruce Capital, LLC
|
SELL
|
- |
-351- 12.2% |
$98.9K - $123K
|
2.53K
$892K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-242- 3.76% |
$68.2K - $84.9K
|
6.19K
$2.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1+ 0.13% |
$282 - $351
|
754
$266K
|
|
|
Jul 08, 2025
Q2 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
574New |
$162K - $201K
|
574
$203K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
200New |
$56.3K - $70.2K
|
200
$70.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5- 1.52% |
$1.41K - $1.76K
|
325
$115K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
700New |
$197K - $246K
|
700
$247K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
1+ 3.03% |
$282 - $351
|
34
$12K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.2% |
$563 - $702
|
985
$348K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
3.12K+ 491.96% |
$879K - $1.09M
|
3.75K
$1.32M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.66% |
$7.04K - $8.78K
|
3.79K
$1.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
382+ 232.93% |
$108K - $134K
|
546
$193K
|
|
|
Jul 03, 2025
Q2 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-1.92K- 2.96% |
$542K - $675K
|
63.1K
$22.3M
|
|
|
Jul 03, 2025
Q2 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
886+ 115.82% |
$250K - $311K
|
1.65K
$583K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-149- 1.59% |
$42K - $52.3K
|
9.2K
$3.25M
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
285New |
$80.3K - $100K
|
285
$101K
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
45+ 4.06% |
$14.1K - $15.7K
|
1.15K
$407K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
671+ 285.53% |
$210K - $235K
|
906
$320K
|
|
|
Jun 12, 2025
Q1 2025
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-15.8K- 93.81% |
$4.95M - $5.54M
|
1.04K
$368K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
668+ 88.48% |
$209K - $234K
|
1.42K
$502K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-7.93K- 8.53% |
$2.48M - $2.77M
|
85.1K
$30M
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
44+ 0.24% |
$13.8K - $15.4K
|
18.2K
$6.41M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
464+ 3.09% |
$145K - $162K
|
15.5K
$5.46M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-26K- 20.47% |
$8.14M - $9.09M
|
101K
$35.6M
|
|
|
May 20, 2025
Q1 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
SELL
|
- |
-70- 0.79% |
$21.9K - $24.5K
|
8.76K
$3.09M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.13% |
$313 - $350
|
764
$270K
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-160- 0.8% |
$50.1K - $56K
|
19.8K
$6.98M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.71K- 55.29% |
$535K - $598K
|
1.38K
$487K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-91- 60.26% |
$28.5K - $31.8K
|
60
$21.2K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
30+ 1500.0% |
$9.39K - $10.5K
|
32
$11.3K
|
|
|
May 15, 2025
Q1 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-108- 2.29% |
$33.8K - $37.8K
|
4.61K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.45K- 30.9% |
$453K - $507K
|
3.24K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-86- 3.95% |
$26.9K - $30.1K
|
2.09K
$737K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.19% |
$2.82K - $3.15K
|
4.79K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-52- 18.37% |
$16.3K - $18.2K
|
231
$81.5K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-3- 18.75% |
$939 - $1.05K
|
13
$4.59K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
60+ 1.43% |
$18.8K - $21K
|
4.25K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.27K+ 251.11% |
$709K - $792K
|
3.17K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.62K- 6.2% |
$508K - $568K
|
24.6K
$8.67M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
103+ 0.57% |
$32.2K - $36K
|
18.1K
$6.4M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
5.07KNew |
$1.59M - $1.77M
|
5.07K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
184+ 0.87% |
$57.6K - $64.4K
|
21.4K
$7.56M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-921- 16.81% |
$288K - $322K
|
4.56K
$1.61M
|
|