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 13, 2025
Q1 2025
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-30- 4.41% |
$9.39K - $10.5K
|
650
$229K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
170+ 3.43% |
$53.2K - $59.5K
|
5.13K
$1.81M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-38.4K- 12.37% |
$12M - $13.4M
|
272K
$96M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
410+ 21.01% |
$128K - $143K
|
2.36K
$833K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-99- 6.85% |
$31K - $34.6K
|
1.35K
$475K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
300+ 17.65% |
$93.9K - $105K
|
2K
$706K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-7.03K- 36.55% |
$2.2M - $2.46M
|
12.2K
$4.31M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-649- 6.27% |
$203K - $227K
|
9.7K
$3.42M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.4K- 25.99% |
$1.06M - $1.19M
|
9.68K
$3.42M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.72K- 3.85% |
$852K - $952K
|
67.9K
$24M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
340+ 2.78% |
$106K - $119K
|
12.6K
$4.44M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-2.33K- 19.93% |
$731K - $817K
|
9.38K
$3.31M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.1K- 3.92% |
$658K - $735K
|
51.5K
$18.2M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.85K- 3.55% |
$893K - $998K
|
77.6K
$27.4M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-300- 7.44% |
$93.9K - $105K
|
3.73K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-963- 2.12% |
$302K - $337K
|
44.6K
$15.7M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
5+ 0.2% |
$1.57K - $1.75K
|
2.52K
$890K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.5K+ 12.83% |
$4.23M - $4.72M
|
119K
$41.9M
|
|
|
May 13, 2025
Q1 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-875- 7.06% |
$274K - $306K
|
11.5K
$4.07M
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-258- 17.77% |
$80.8K - $90.3K
|
1.19K
$421K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.2K+ 16.59% |
$6.32M - $7.06M
|
142K
$50.1M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
62+ 4.86% |
$19.4K - $21.7K
|
1.34K
$472K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$313 - $350
|
5.66K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.77K- 1.08% |
$1.49M - $1.67M
|
438K
$155M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-21.5K- 1.86% |
$6.73M - $7.52M
|
1.13M
$400M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-50- 0.5% |
$15.7K - $17.5K
|
9.88K
$3.49M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.36K+ 1.85% |
$740K - $827K
|
130K
$46M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-54- 3.89% |
$16.9K - $18.9K
|
1.33K
$471K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-99- 0.37% |
$31K - $34.6K
|
26.8K
$9.47M
|
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-989- 0.96% |
$310K - $346K
|
102K
$36.1M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
12+ 0.13% |
$3.76K - $4.2K
|
9.61K
$3.39M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.89K+ 5.43% |
$592K - $662K
|
36.7K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-439- 9.21% |
$137K - $154K
|
4.33K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
8+ 1.07% |
$2.5K - $2.8K
|
758
$268K
|
|
|
May 12, 2025
Q1 2025
|
Truepoint, Inc.
|
SELL
|
- |
-15- 0.03% |
$4.7K - $5.25K
|
59.9K
$21.1M
|
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-7.95K- 64.21% |
$2.49M - $2.78M
|
4.43K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-28.8K- 4.77% |
$9.02M - $10.1M
|
575K
$203M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4.93K- 4.94% |
$1.54M - $1.73M
|
94.9K
$33.5M
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-20- 0.09% |
$6.26K - $7K
|
22.3K
$7.86M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.97K+ 202.67% |
$928K - $1.04M
|
4.43K
$1.56M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.65K- 77.32% |
$828K - $925K
|
776
$274K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.28K+ 33.65% |
$1.34M - $1.5M
|
17K
$5.99M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-29- 0.69% |
$9.08K - $10.1K
|
4.15K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 0.25% |
$313 - $350
|
402
$142K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-9- 0.65% |
$2.82K - $3.15K
|
1.37K
$482K
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.83K- 46.71% |
$573K - $640K
|
2.09K
$737K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
4.87K+ 283.52% |
$1.52M - $1.7M
|
6.59K
$2.32M
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-12- 0.52% |
$3.76K - $4.2K
|
2.31K
$815K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-14.3K- 98.68% |
$4.47M - $5M
|
191
$67.4K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.57K- 1.46% |
$1.43M - $1.6M
|
309K
$109M
|