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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
BUY
|
- |
32.4K+ 1008.09% |
$7.09M - $7.85M
|
35.6K
$12.2M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
11.5KNew |
$2.52M - $2.79M
|
11.5K
$3.94M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
7.33KNew |
$1.6M - $1.77M
|
7.33K
$2.51M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
PUT |
4KNew |
$875K - $969K
|
4K
$1.37M
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
1.94K+ 2.14% |
$423K - $469K
|
92.3K
$31.5M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.22KNew |
$267K - $295K
|
1.22K
$417K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.01KNew |
$220K - $243K
|
1.01K
$344K
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
987New |
$216K - $239K
|
987
$337K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
900New |
$197K - $218K
|
900
$308K
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
883New |
$193K - $214K
|
883
$302K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
740New |
$162K - $179K
|
740
$253K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
630New |
$138K - $153K
|
630
$215K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
229+ 322.54% |
$50.1K - $55.5K
|
300
$103K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
140+ 0.15% |
$30.6K - $33.9K
|
96K
$32.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$21.9K - $24.2K
|
100
$34.2K
|
|
|
Apr 19, 2023
Q1 2023
|
Sl Advisors, LLC
|
BUY
|
- |
31+ 0.36% |
$6.78K - $7.51K
|
8.68K
$2.97M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.46% |
$219 - $242
|
220
$75.2K
|
|
| Q4 2022 | |||||||
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
150KNew |
$31M - $35.3M
|
150K
$51.3M
|
|
|
Feb 14, 2023
Q4 2022
|
University Of Pittsburgh Of The Commonwealth System Of Higher Education
Pittsburgh, PA |
BUY
|
- |
127KNew |
$26.3M - $29.9M
|
127K
$43.4M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
65.1KNew |
$13.5M - $15.3M
|
65.1K
$22.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
65.1KNew |
$13.5M - $15.3M
|
65.1K
$22.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
41.4KNew |
$8.56M - $9.75M
|
41.4K
$14.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
9.64KNew |
$2M - $2.27M
|
9.64K
$3.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
9.34KNew |
$1.93M - $2.2M
|
9.34K
$3.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
7.9K+ 724.95% |
$1.63M - $1.86M
|
8.99K
$3.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
3.38KNew |
$700K - $796K
|
3.38K
$1.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.02KNew |
$417K - $475K
|
2.02K
$690K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
1.69KNew |
$349K - $397K
|
1.69K
$577K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.61KNew |
$334K - $380K
|
1.61K
$552K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.33KNew |
$275K - $312K
|
1.33K
$454K
|
|
|
Feb 14, 2023
Q4 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.12KNew |
$231K - $263K
|
1.12K
$381K
|
|
|
Feb 10, 2023
Q4 2022
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
1.08KNew |
$224K - $255K
|
1.08K
$370K
|
|
|
Jan 26, 2023
Q4 2022
|
Alta Capital Management LLC
|
BUY
|
- |
1.08KNew |
$222K - $253K
|
1.08K
$368K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
963+ 96300.0% |
$199K - $227K
|
964
$330K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
962New |
$199K - $227K
|
962
$329K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
BUY
|
- |
919New |
$190K - $216K
|
919
$314K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
708+ 212.61% |
$146K - $167K
|
1.04K
$356K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
300New |
$62.1K - $70.6K
|
300
$103K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
293New |
$60.6K - $69K
|
293
$100K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
251New |
$51.9K - $59.1K
|
251
$85.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
165New |
$34.1K - $38.9K
|
165
$56.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
145New |
$30K - $34.1K
|
145
$49.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
90New |
$18.6K - $21.2K
|
90
$30.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
90+ 5.92% |
$18.6K - $21.2K
|
1.61K
$550K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
83+ 100.0% |
$17.2K - $19.5K
|
166
$56.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
70+ 0.3% |
$14.5K - $16.5K
|
23K
$7.88M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
39New |
$8.07K - $9.18K
|
39
$13.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
12New |
$2.48K - $2.83K
|
12
$4.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
4+ 0.23% |
$828 - $942
|
1.78K
$609K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1New |
$207 - $235
|
1
$342
|
|