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 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.05K+ 0.36% |
$329K - $368K
|
295K
$104M
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
90+ 1.65% |
$28.2K - $31.5K
|
5.56K
$1.96M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-1.23K- 60.46% |
$384K - $430K
|
803
$283K
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
349+ 0.49% |
$109K - $122K
|
70.9K
$25M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
116+ 6.1% |
$36.3K - $40.6K
|
2.02K
$712K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.8K+ 4.3% |
$4.31M - $4.81M
|
333K
$118M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.2K+ 8.31% |
$2.88M - $3.22M
|
120K
$42.3M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-181- 0.09% |
$56.7K - $63.3K
|
199K
$70.4M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-4.87K- 82.96% |
$1.52M - $1.7M
|
1K
$353K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-26- 0.33% |
$8.14K - $9.1K
|
7.91K
$2.79M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-201- 12.23% |
$62.9K - $70.3K
|
1.44K
$509K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
7+ 0.3% |
$2.19K - $2.45K
|
2.34K
$824K
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-8- 4.17% |
$2.5K - $2.8K
|
184
$64.9K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
189+ 3.05% |
$59.2K - $66.1K
|
6.39K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-14.6K- 2.65% |
$4.58M - $5.11M
|
537K
$190M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
2.32KNew |
$726K - $811K
|
2.32K
$818K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7.13KNew |
$2.23M - $2.5M
|
7.13K
$2.52M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-538- 4.75% |
$168K - $188K
|
10.8K
$3.81M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
47.6K+ 99.41% |
$14.9M - $16.7M
|
95.5K
$33.7M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
290K+ 46.07% |
$90.7M - $101M
|
918K
$324M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.72% |
$313 - $350
|
140
$49.4K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-248- 14.64% |
$77.6K - $86.8K
|
1.45K
$510K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-587- 2.31% |
$184K - $205K
|
24.8K
$8.74M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
202+ 56.27% |
$63.2K - $70.7K
|
561
$198K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
8.08K+ 15.12% |
$2.53M - $2.83M
|
61.5K
$21.7M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
377+ 2.26% |
$118K - $132K
|
17K
$6.01M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
117+ 19.06% |
$36.6K - $40.9K
|
731
$258K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
15.4K+ 11.06% |
$4.83M - $5.39M
|
155K
$54.6M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-25- 2.55% |
$7.83K - $8.75K
|
957
$338K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.1K- 71.39% |
$3.78M - $4.23M
|
4.84K
$1.71M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-1.45K- 3.57% |
$455K - $508K
|
39.3K
$13.9M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.24% |
$313 - $350
|
421
$149K
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-25- 0.84% |
$7.83K - $8.75K
|
2.95K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.56K+ 195.86% |
$489K - $546K
|
2.36K
$832K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
180+ 14.57% |
$56.4K - $63K
|
1.42K
$499K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
78+ 0.12% |
$24.4K - $27.3K
|
67.3K
$23.8M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
548+ 0.6% |
$172K - $192K
|
92.1K
$32.5M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
80New |
$25K - $28K
|
80
$28.2K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-125- 0.34% |
$39.1K - $43.7K
|
37.1K
$13.1M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
12+ 0.26% |
$3.76K - $4.2K
|
4.68K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
984+ 37.03% |
$308K - $344K
|
3.64K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
2.75KNew |
$861K - $962K
|
2.75K
$971K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-417- 3.46% |
$131K - $146K
|
11.6K
$4.11M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-257- 11.35% |
$80.5K - $89.9K
|
2.01K
$709K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-158- 2.5% |
$49.5K - $55.3K
|
6.16K
$2.17M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$313 - $350
|
2.34K
$827K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-242- 10.8% |
$75.8K - $84.7K
|
2K
$705K
|
|
|
May 08, 2025
Q1 2025
|
12th Street Asset Management Company, LLC
Nashville, TN |
SELL
|
- |
-5.27K- 77.12% |
$1.65M - $1.84M
|
1.56K
$552K
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
1.35KNew |
$423K - $472K
|
1.35K
$476K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-46- 3.29% |
$14.4K - $16.1K
|
1.35K
$477K
|