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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-851- 0.94% |
$275K - $297K
|
89.5K
$31.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
525+ 1.27% |
$170K - $183K
|
41.9K
$14.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.38% |
$323 - $349
|
264
$92K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-58- 10.49% |
$18.7K - $20.2K
|
495
$173K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8+ 2.72% |
$2.58K - $2.79K
|
302
$105K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-320- 12.73% |
$103K - $112K
|
2.19K
$764K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
555New |
$179K - $194K
|
555
$193K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-148- 0.7% |
$47.8K - $51.7K
|
20.9K
$7.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-18- 0.28% |
$5.82K - $6.28K
|
6.32K
$2.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.7K+ 4.35% |
$1.52M - $1.64M
|
113K
$39.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-7- 0.04% |
$2.26K - $2.44K
|
15.8K
$5.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-355- 6.01% |
$115K - $124K
|
5.55K
$1.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
100+ 10.78% |
$32.3K - $34.9K
|
1.03K
$358K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-39- 9.8% |
$12.6K - $13.6K
|
359
$125K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
42+ 0.1% |
$13.6K - $14.7K
|
43.4K
$15.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-4.45K- 12.71% |
$1.44M - $1.55M
|
30.6K
$10.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-237- 0.44% |
$76.6K - $82.7K
|
54K
$18.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-126- 0.98% |
$40.7K - $44K
|
12.8K
$4.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-541- 15.09% |
$175K - $189K
|
3.05K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-290- 10.51% |
$93.7K - $101K
|
2.47K
$860K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
8.48K+ 6.34% |
$2.74M - $2.96M
|
142K
$49.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-320- 1.56% |
$103K - $112K
|
20.2K
$7.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
611New |
$197K - $213K
|
611
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
864New |
$279K - $302K
|
864
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
285+ 2.07% |
$92.1K - $99.5K
|
14K
$4.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-19- 0.59% |
$6.14K - $6.63K
|
3.21K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.15K+ 184.28% |
$1.66M - $1.8M
|
7.94K
$2.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-31- 1.47% |
$10K - $10.8K
|
2.07K
$723K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
1.1KNew |
$354K - $383K
|
1.1K
$382K
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-3.88K- 17.04% |
$1.25M - $1.35M
|
18.9K
$6.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-995- 11.11% |
$321K - $347K
|
7.96K
$2.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
382+ 13.1% |
$123K - $133K
|
3.3K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-350- 3.29% |
$113K - $122K
|
10.3K
$3.58M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
719+ 3.25% |
$232K - $251K
|
22.8K
$7.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-90- 4.64% |
$29.1K - $31.4K
|
1.85K
$644K
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.42K+ 3.81% |
$459K - $496K
|
38.7K
$13.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
220+ 3.82% |
$71.1K - $76.8K
|
5.98K
$2.08M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16.5K+ 39.36% |
$5.33M - $5.76M
|
58.4K
$20.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-899- 17.84% |
$290K - $314K
|
4.14K
$1.44M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1+ 0.74% |
$323 - $349
|
137
$47.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 2.38% |
$423K - $457K
|
53.6K
$18.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3- 0.28% |
$969 - $1.05K
|
1.08K
$376K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12+ 0.03% |
$3.88K - $4.19K
|
47.9K
$16.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-106- 3.37% |
$34.2K - $37K
|
3.04K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
22.8KNew |
$7.37M - $7.96M
|
22.8K
$7.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2+ 0.31% |
$646 - $698
|
657
$229K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-109- 2.51% |
$35.2K - $38K
|
4.24K
$1.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-29.4K- 83.41% |
$9.51M - $10.3M
|
5.86K
$2.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
342+ 0.89% |
$110K - $119K
|
38.8K
$13.5M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-423- 9.14% |
$137K - $148K
|
4.21K
$1.47M
|