Latest Institutional Purchases of Ishares Russell 3000 ETF (IWV)
This list provides information on the latest institutional transactions involving Ishares Russell 3000 ETF (IWV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
70.9KNew |
$22.9M - $24.7M
|
70.9K
$24.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
22.8KNew |
$7.37M - $7.96M
|
22.8K
$7.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.4K+ 128.59% |
$5.96M - $6.43M
|
32.8K
$11.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
17.7K+ 48.65% |
$5.73M - $6.19M
|
54.2K
$18.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.17K+ 5.28% |
$1.02M - $1.11M
|
63.1K
$21.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.17K+ 8.34% |
$702K - $759K
|
28.2K
$9.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.01KNew |
$651K - $703K
|
2.01K
$689K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.62K+ 0.55% |
$524K - $567K
|
294K
$101M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.06K+ 22.68% |
$342K - $369K
|
5.72K
$1.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.02KNew |
$331K - $357K
|
1.02K
$350K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
878+ 63.99% |
$284K - $306K
|
2.25K
$769K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
745New |
$241K - $260K
|
745
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
620New |
$200K - $216K
|
620
$212K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
470+ 23.11% |
$152K - $164K
|
2.5K
$856K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
244+ 8.63% |
$78.8K - $85.2K
|
3.07K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
226+ 30.5% |
$73K - $78.9K
|
967
$331K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
140+ 0.88% |
$45.2K - $48.9K
|
16.1K
$5.49M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
118+ 3.17% |
$38.1K - $41.2K
|
3.85K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
110+ 0.57% |
$35.5K - $38.4K
|
19.4K
$6.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
71+ 126.79% |
$22.9K - $24.8K
|
127
$43.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
59+ 0.04% |
$19.1K - $20.6K
|
168K
$57.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
46+ 1.27% |
$14.9K - $16.1K
|
3.66K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
44+ 0.66% |
$14.2K - $15.4K
|
6.73K
$2.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
35+ 3.18% |
$11.3K - $12.2K
|
1.14K
$388K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
30New |
$9.69K - $10.5K
|
30
$10.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
25New |
$8.08K - $8.73K
|
25
$8.55K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
20+ 0.24% |
$6.46K - $6.98K
|
8.47K
$2.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
17+ 0.87% |
$5.49K - $5.93K
|
1.97K
$674K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$3.23K - $3.49K
|
10
$3.42K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
8+ 0.25% |
$2.58K - $2.79K
|
3.19K
$1.09M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8New |
$2.58K - $2.79K
|
8
$2.74K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
7+ 1.74% |
$2.26K - $2.44K
|
409
$140K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.34% |
$2.26K - $2.44K
|
2.04K
$698K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7+ 0.27% |
$2.26K - $2.44K
|
2.62K
$895K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
3+ 0.03% |
$969 - $1.05K
|
10.9K
$3.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
3+ 0.05% |
$969 - $1.05K
|
6.43K
$2.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
2+ 0.15% |
$646 - $698
|
1.36K
$464K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.24% |
$646 - $698
|
822
$281K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1+ 0.13% |
$323 - $349
|
753
$257K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
62.6K+ 36.38% |
$18.4M - $20.4M
|
235K
$80.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
61KNew |
$18M - $19.9M
|
61K
$20.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
58.4K+ 77.48% |
$17.2M - $19.1M
|
134K
$45.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
48K+ 22.84% |
$14.2M - $15.7M
|
258K
$88.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
42.5KNew |
$12.5M - $13.9M
|
42.5K
$14.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
42K+ 4.91% |
$12.4M - $13.7M
|
898K
$307M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
40.6K+ 7.83% |
$12M - $13.3M
|
559K
$191M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
34.7KNew |
$10.2M - $11.3M
|
34.7K
$11.9M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
32.4K+ 243.05% |
$9.54M - $10.6M
|
45.7K
$15.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
31.1K+ 10.55% |
$9.16M - $10.2M
|
326K
$111M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
26.7K+ 22.06% |
$7.88M - $8.73M
|
148K
$50.6M
|
|