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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
20+ 1.41% |
$6.26K - $7K
|
1.44K
$508K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
146+ 1.08% |
$45.7K - $51.1K
|
13.7K
$4.84M
|
|
|
May 15, 2025
Q1 2025
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-15- 0.15% |
$4.7K - $5.25K
|
9.79K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.95K+ 2.6% |
$1.24M - $1.38M
|
156K
$55.1M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-10.3K- 38.68% |
$3.22M - $3.6M
|
16.3K
$5.76M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-4.79K- 10.42% |
$1.5M - $1.68M
|
41.2K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-63- 8.76% |
$19.7K - $22K
|
656
$232K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.72K+ 278.86% |
$537K - $600K
|
2.33K
$822K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-224K- 22.01% |
$70.2M - $78.4M
|
794K
$280M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.2K+ 2.12% |
$7.56M - $8.45M
|
1.16M
$410M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
4+ 0.07% |
$1.25K - $1.4K
|
5.81K
$2.05M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.82K+ 4.56% |
$1.51M - $1.69M
|
111K
$39M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.37KNew |
$430K - $481K
|
1.37K
$485K
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
6.33K+ 207.27% |
$1.98M - $2.22M
|
9.39K
$3.31M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.1% |
$313 - $350
|
1.05K
$371K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10+ 0.05% |
$3.13K - $3.5K
|
20.3K
$7.17M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-42- 0.69% |
$13.2K - $14.7K
|
6.08K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
504New |
$158K - $176K
|
504
$178K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
697+ 11.4% |
$218K - $244K
|
6.81K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
27.2K+ 10.19% |
$8.52M - $9.52M
|
294K
$104M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39.3K- 33.07% |
$12.3M - $13.7M
|
79.5K
$28.1M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.08K- 11.01% |
$650K - $726K
|
16.8K
$5.92M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.09K+ 11.33% |
$2.85M - $3.18M
|
89.3K
$31.5M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
3.02KNew |
$945K - $1.06M
|
3.02K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
63+ 1.33% |
$19.7K - $22K
|
4.81K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.08KNew |
$2.22M - $2.48M
|
7.08K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
14.1KNew |
$4.42M - $4.94M
|
14.1K
$4.98M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-106- 14.42% |
$33.2K - $37.1K
|
629
$222K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6.06K- 75.62% |
$1.9M - $2.12M
|
1.95K
$689K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-4- 0.05% |
$1.25K - $1.4K
|
7.51K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-913- 6.07% |
$286K - $319K
|
14.1K
$4.99M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.7K- 59.46% |
$533K - $596K
|
1.16K
$410K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.01K+ 3.93% |
$2.51M - $2.8M
|
212K
$74.7M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-12.7K- 8.95% |
$3.99M - $4.45M
|
130K
$45.7M
|
|
|
May 15, 2025
Q1 2025
|
Unc Management Company, Inc.
Chapel Hill, NC |
BUY
|
- |
1.49K+ 0.26% |
$467K - $521K
|
577K
$204M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.2K+ 33.91% |
$1M - $1.12M
|
12.6K
$4.46M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.1K+ 15.52% |
$343K - $383K
|
8.15K
$2.88M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.22K+ 8.69% |
$696K - $778K
|
27.8K
$9.81M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1KNew |
$3.48M - $3.89M
|
11.1K
$3.93M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.2K+ 1200.0% |
$376K - $420K
|
1.3K
$459K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-35.9K- 89.28% |
$11.2M - $12.6M
|
4.31K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
118+ 0.33% |
$36.9K - $41.3K
|
36.3K
$12.8M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.1KNew |
$970K - $1.08M
|
3.1K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-1.16K- 11.12% |
$363K - $405K
|
9.26K
$3.27M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
721New |
$226K - $252K
|
721
$254K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-118- 6.38% |
$36.9K - $41.3K
|
1.73K
$611K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-23- 2.64% |
$7.2K - $8.05K
|
849
$300K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-225- 7.61% |
$70.4K - $78.7K
|
2.73K
$963K
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
300+ 4.6% |
$93.9K - $105K
|
6.82K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-70- 1.19% |
$21.9K - $24.5K
|
5.79K
$2.04M
|