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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
6.24K+ 20.17% |
$1.84M - $2.04M
|
37.2K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
222+ 18.62% |
$65.4K - $72.5K
|
1.41K
$484K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.8K- 3.71% |
$529K - $587K
|
46.6K
$16M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.78K+ 79.31% |
$818K - $907K
|
6.28K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
908New |
$268K - $297K
|
908
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-151- 1.05% |
$44.5K - $49.3K
|
14.2K
$4.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-133- 0.84% |
$39.2K - $43.5K
|
15.8K
$5.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.32KNew |
$390K - $432K
|
1.32K
$452K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-50- 0.72% |
$14.7K - $16.3K
|
6.93K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.01% |
$295 - $327
|
10.2K
$3.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5+ 0.31% |
$1.47K - $1.63K
|
1.63K
$557K
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
341+ 13.49% |
$101K - $111K
|
2.87K
$982K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.34K+ 81.99% |
$688K - $763K
|
5.18K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.53K- 36.83% |
$451K - $500K
|
2.62K
$898K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-221K- 99.68% |
$65M - $72M
|
714
$244K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-67.6K- 52.48% |
$19.9M - $22.1M
|
61.2K
$20.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
15+ 0.16% |
$4.42K - $4.9K
|
9.58K
$3.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.81K+ 706.56% |
$2.89M - $3.2M
|
11.2K
$3.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-310- 0.18% |
$91.4K - $101K
|
173K
$59.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-405- 1.78% |
$119K - $132K
|
22.3K
$7.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
17.7KNew |
$5.23M - $5.79M
|
17.7K
$6.07M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-530- 6.33% |
$156K - $173K
|
7.84K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
71+ 0.55% |
$20.9K - $23.2K
|
12.9K
$4.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10+ 0.32% |
$2.95K - $3.27K
|
3.16K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.12K+ 54.18% |
$1.21M - $1.35M
|
11.7K
$4.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-86- 1.77% |
$25.3K - $28.1K
|
4.77K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
17+ 0.33% |
$5.01K - $5.55K
|
5.17K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-1.97K- 24.87% |
$579K - $642K
|
5.94K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.22K+ 6.1% |
$1.83M - $2.03M
|
108K
$37M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-944- 1.53% |
$278K - $308K
|
60.7K
$20.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-19.5K- 52.31% |
$5.74M - $6.36M
|
17.7K
$6.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
40.6K+ 7.83% |
$12M - $13.3M
|
559K
$191M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-144- 17.98% |
$42.4K - $47K
|
657
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-15- 0.27% |
$4.42K - $4.9K
|
5.48K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.27KNew |
$373K - $414K
|
1.27K
$434K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-775- 38.61% |
$228K - $253K
|
1.23K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
26+ 0.25% |
$7.66K - $8.49K
|
10.3K
$3.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
12New |
$3.54K - $3.92K
|
12
$4.11K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-140- 11.03% |
$41.3K - $45.7K
|
1.13K
$386K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
48K+ 22.84% |
$14.2M - $15.7M
|
258K
$88.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
14+ 0.09% |
$4.13K - $4.57K
|
15.1K
$5.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
25+ 0.3% |
$7.37K - $8.17K
|
8.36K
$2.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-795- 0.5% |
$234K - $260K
|
159K
$54.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17.5K- 5.36% |
$5.16M - $5.72M
|
309K
$106M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-6.63K- 75.41% |
$1.95M - $2.16M
|
2.16K
$740K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-78K- 14.73% |
$23M - $25.5M
|
452K
$155M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-83- 1.09% |
$24.5K - $27.1K
|
7.51K
$2.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
6.02KNew |
$1.77M - $1.97M
|
6.02K
$2.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
8+ 0.25% |
$2.36K - $2.61K
|
3.17K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.28KNew |
$376K - $417K
|
1.28K
$437K
|