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 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.35K+ 27.21% |
$422K - $472K
|
6.31K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
446+ 13.02% |
$140K - $156K
|
3.87K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
400+ 6.37% |
$125K - $140K
|
6.68K
$2.36M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.83K- 1.54% |
$886K - $990K
|
181K
$63.8M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10+ 14.71% |
$3.13K - $3.5K
|
78
$27.5K
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
29.8K+ 508.64% |
$9.33M - $10.4M
|
35.7K
$12.6M
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-95- 32.42% |
$29.7K - $33.2K
|
198
$69.9K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
512+ 0.91% |
$160K - $179K
|
56.7K
$20M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-5.28K- 86.35% |
$1.65M - $1.85M
|
835
$295K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2+ 0.05% |
$626 - $700
|
4.09K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-63K- 13.95% |
$19.7M - $22M
|
389K
$137M
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
SELL
|
- |
-263- 20.4% |
$82.3K - $92K
|
1.03K
$362K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.38K+ 3.81% |
$2.94M - $3.28M
|
255K
$90.1M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-236- 0.4% |
$73.9K - $82.6K
|
59.4K
$21M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.02K- 2.0% |
$318K - $356K
|
50K
$17.6M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.01K- 49.4% |
$629K - $703K
|
2.06K
$727K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
600+ 10.53% |
$188K - $210K
|
6.3K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
157K+ 9.02% |
$49.3M - $55.1M
|
1.9M
$672M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-48- 2.19% |
$15K - $16.8K
|
2.15K
$757K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
32.5K+ 37.56% |
$10.2M - $11.4M
|
119K
$42M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-16K- 74.39% |
$5M - $5.59M
|
5.5K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.43K- 4.63% |
$1.39M - $1.55M
|
91.4K
$32.3M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.14K+ 21.08% |
$1.61M - $1.8M
|
29.5K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
50+ 50.51% |
$15.7K - $17.5K
|
149
$52.6K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
455+ 4.76% |
$142K - $159K
|
10K
$3.53M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
196+ 2.9% |
$61.4K - $68.6K
|
6.95K
$2.45M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.5K- 66.37% |
$2.35M - $2.62M
|
3.8K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8+ 0.25% |
$2.5K - $2.8K
|
3.18K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
321+ 5.53% |
$101K - $112K
|
6.12K
$2.16M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.28K- 8.67% |
$399K - $446K
|
13.4K
$4.74M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-27.5K- 77.28% |
$8.62M - $9.63M
|
8.09K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
200+ 9.09% |
$62.6K - $70K
|
2.4K
$847K
|
|
|
May 14, 2025
Q1 2025
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-8- 1.09% |
$2.5K - $2.8K
|
726
$256K
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
13+ 0.25% |
$4.07K - $4.55K
|
5.2K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
60+ 0.14% |
$18.8K - $21K
|
42K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
14+ 0.16% |
$4.38K - $4.9K
|
8.99K
$3.17M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
185+ 0.8% |
$57.9K - $64.7K
|
23.4K
$8.27M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
61.7K+ 26.01% |
$19.3M - $21.6M
|
299K
$106M
|
|
|
May 13, 2025
Q1 2025
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-313- 11.78% |
$98K - $109K
|
2.34K
$827K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3- 1.12% |
$939 - $1.05K
|
265
$93.5K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.88K+ 7.36% |
$2.15M - $2.41M
|
100K
$35.4M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-587- 14.28% |
$184K - $205K
|
3.52K
$1.24M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
54+ 4.19% |
$16.9K - $18.9K
|
1.34K
$474K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
20+ 0.19% |
$6.26K - $7K
|
10.4K
$3.66M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.3K+ 15.59% |
$5.11M - $5.71M
|
121K
$42.7M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-24- 0.21% |
$7.51K - $8.4K
|
11.6K
$4.08M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14.4K+ 12.04% |
$4.51M - $5.04M
|
134K
$47.3M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-30- 2.48% |
$9.39K - $10.5K
|
1.18K
$416K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15K- 59.17% |
$4.71M - $5.26M
|
10.4K
$3.66M
|