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 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-19- 0.43% |
$5.95K - $6.65K
|
4.42K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-14- 0.91% |
$4.38K - $4.9K
|
1.52K
$537K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-25- 1.16% |
$7.83K - $8.75K
|
2.14K
$753K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1+ 0.06% |
$313 - $350
|
1.58K
$556K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-4- 0.24% |
$1.25K - $1.4K
|
1.63K
$577K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.48K- 41.16% |
$463K - $518K
|
2.12K
$747K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-2.9K- 1.47% |
$907K - $1.01M
|
194K
$68.4M
|
|
|
May 01, 2025
Q1 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-1- 0.04% |
$313 - $350
|
2.47K
$871K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
40+ 3.52% |
$12.5K - $14K
|
1.18K
$415K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-45- 1.57% |
$14.1K - $15.7K
|
2.81K
$993K
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-54.2K- 17.64% |
$17M - $18.9M
|
253K
$89.2M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.72KNew |
$1.16M - $1.3M
|
3.72K
$1.31M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-25.2K- 15.43% |
$7.88M - $8.8M
|
138K
$48.7M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.39K+ 11.1% |
$1.06M - $1.19M
|
33.9K
$12M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
108New |
$33.8K - $37.8K
|
108
$38.1K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
75+ 4.45% |
$23.5K - $26.2K
|
1.76K
$621K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-148- 2.23% |
$46.3K - $51.8K
|
6.49K
$2.29M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
51+ 1.23% |
$16K - $17.8K
|
4.19K
$1.48M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-2.32K- 58.14% |
$725K - $811K
|
1.67K
$589K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-2.54K- 22.08% |
$795K - $888K
|
8.96K
$3.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-329- 5.13% |
$103K - $115K
|
6.09K
$2.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-280- 2.44% |
$87.7K - $98K
|
11.2K
$3.96M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1+ 0.07% |
$313 - $350
|
1.43K
$505K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-5- 1.41% |
$1.57K - $1.75K
|
350
$124K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-32- 2.05% |
$10K - $11.2K
|
1.53K
$541K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.93KNew |
$605K - $676K
|
1.93K
$681K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-889- 25.78% |
$278K - $311K
|
2.56K
$903K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-35.2K- 100.0% |
$11M - $12.3M
|
1
$353
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
170+ 8.27% |
$53.2K - $59.5K
|
2.23K
$785K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-597- 59.11% |
$187K - $209K
|
413
$146K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.65K- 7.6% |
$1.46M - $1.63M
|
56.6K
$20M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.53K+ 270.05% |
$791K - $883K
|
3.46K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.04KNew |
$952K - $1.06M
|
3.04K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Strategic Investment Management, LLC
|
SELL
|
- |
-11.1K- 8.3% |
$3.46M - $3.87M
|
122K
$43.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-281- 2.34% |
$88K - $98.3K
|
11.7K
$4.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
4.18K+ 45.99% |
$1.31M - $1.46M
|
13.3K
$4.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-219- 2.88% |
$68.6K - $76.6K
|
7.38K
$2.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.28K- 69.11% |
$714K - $798K
|
1.02K
$360K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-758- 5.4% |
$237K - $265K
|
13.3K
$4.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-5.15K- 8.16% |
$1.61M - $1.8M
|
58K
$20.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
31+ 0.58% |
$9.71K - $10.8K
|
5.34K
$1.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-281- 6.24% |
$88K - $98.3K
|
4.22K
$1.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
584New |
$183K - $204K
|
584
$206K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.67KNew |
$522K - $584K
|
1.67K
$589K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
1.39K+ 6.06% |
$434K - $485K
|
24.2K
$8.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
1.93K+ 7.3% |
$605K - $676K
|
28.4K
$10M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-49.1K- 24.81% |
$15.4M - $17.2M
|
149K
$52.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.02% |
$2.82K - $3.15K
|
37.2K
$13.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-630- 28.13% |
$197K - $220K
|
1.61K
$568K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-32- 0.82% |
$10K - $11.2K
|
3.89K
$1.37M
|