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 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-102- 9.69% |
$31.9K - $35.7K
|
951
$336K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-28- 1.03% |
$8.77K - $9.8K
|
2.69K
$949K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-24- 2.22% |
$7.51K - $8.4K
|
1.06K
$373K
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
5.46KNew |
$1.71M - $1.91M
|
5.46K
$1.93M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.76K- 1.97% |
$551K - $615K
|
87.8K
$31M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.63K+ 4.19% |
$2.07M - $2.32M
|
165K
$58.2M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2+ 0.21% |
$626 - $700
|
967
$341K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-38K- 26.75% |
$11.9M - $13.3M
|
104K
$36.7M
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
425+ 2.83% |
$133K - $149K
|
15.4K
$5.45M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-160- 9.94% |
$50.1K - $56K
|
1.45K
$512K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.34K- 4.84% |
$418K - $467K
|
26.2K
$9.25M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.13K+ 1.24% |
$1.92M - $2.14M
|
502K
$177M
|
|
|
May 07, 2025
Q1 2025
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-133- 0.25% |
$41.6K - $46.5K
|
53.9K
$19M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-439- 16.67% |
$137K - $154K
|
2.19K
$774K
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-905- 6.4% |
$283K - $317K
|
13.2K
$4.67M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-11- 1.11% |
$3.44K - $3.85K
|
982
$347K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
3+ 0.29% |
$939 - $1.05K
|
1.03K
$364K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-690- 25.04% |
$216K - $241K
|
2.07K
$729K
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
2.23K+ 5.26% |
$698K - $779K
|
44.6K
$15.7M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-16.5K- 9.62% |
$5.15M - $5.76M
|
155K
$54.6M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
100+ 14.77% |
$31.3K - $35K
|
777
$274K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4+ 0.24% |
$1.25K - $1.4K
|
1.64K
$578K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
71+ 8.74% |
$22.2K - $24.8K
|
883
$312K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
6+ 0.19% |
$1.88K - $2.1K
|
3.1K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-585- 18.23% |
$183K - $205K
|
2.62K
$926K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.29KNew |
$403K - $450K
|
1.29K
$454K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.6K+ 46.08% |
$8.65M - $9.66M
|
87.6K
$30.9M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.12K+ 6.92% |
$1.92M - $2.14M
|
94.6K
$33.4M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-6.26K- 70.42% |
$1.96M - $2.19M
|
2.63K
$929K
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-91- 0.16% |
$28.5K - $31.8K
|
57.2K
$20.2M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-2.06K- 74.11% |
$646K - $722K
|
721
$254K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
431+ 2.68% |
$135K - $151K
|
16.5K
$5.83M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.21KNew |
$379K - $423K
|
1.21K
$427K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
SELL
|
- |
-605- 2.68% |
$189K - $212K
|
21.9K
$7.74M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
6+ 0.82% |
$1.88K - $2.1K
|
735
$259K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
126+ 0.26% |
$39.5K - $44.1K
|
49K
$17.3M
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-34- 0.09% |
$10.6K - $11.9K
|
37K
$13.1M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
432+ 26.07% |
$135K - $151K
|
2.09K
$737K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
35+ 0.08% |
$11K - $12.2K
|
43.4K
$15.3M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.5K- 34.99% |
$471K - $526K
|
2.79K
$986K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
29+ 2.82% |
$9.08K - $10.1K
|
1.06K
$373K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.92K+ 16.89% |
$602K - $673K
|
13.3K
$4.7M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.99K+ 257.57% |
$623K - $697K
|
2.76K
$975K
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-984- 27.46% |
$308K - $344K
|
2.6K
$918K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
103+ 0.18% |
$32.2K - $36K
|
56.6K
$20M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-43- 5.95% |
$13.5K - $15K
|
680
$240K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
3+ 0.08% |
$939 - $1.05K
|
3.57K
$1.26M
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
480+ 57.28% |
$150K - $168K
|
1.32K
$465K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
637+ 5.11% |
$199K - $223K
|
13.1K
$4.62M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
5.03K+ 28.27% |
$1.57M - $1.76M
|
22.8K
$8.05M
|