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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
41+ 455.56% |
$9.61K - $11.3K
|
50
$17.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
37New |
$8.67K - $10.2K
|
37
$13.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
13+ 0.81% |
$3.05K - $3.57K
|
1.62K
$572K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10+ 0.1% |
$2.34K - $2.75K
|
9.74K
$3.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 1.01% |
$234 - $275
|
100
$35.3K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
18.8K+ 559.68% |
$4.58M - $4.95M
|
22.1K
$7.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.7KNew |
$3.58M - $3.87M
|
14.7K
$5.19M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
10.8KNew |
$2.64M - $2.85M
|
10.8K
$3.82M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
9.83KNew |
$2.4M - $2.59M
|
9.83K
$3.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7.84K+ 3.38% |
$1.91M - $2.06M
|
240K
$84.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.11KNew |
$759K - $820K
|
3.11K
$1.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
2.49KNew |
$608K - $657K
|
2.49K
$880K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.56KNew |
$380K - $411K
|
1.56K
$550K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
700New |
$171K - $184K
|
700
$247K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
73New |
$17.8K - $19.2K
|
73
$25.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
52New |
$12.7K - $13.7K
|
52
$18.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
29New |
$7.07K - $7.64K
|
29
$10.2K
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
7.05KNew |
$1.63M - $1.79M
|
7.05K
$2.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.1KNew |
$950K - $1.04M
|
4.1K
$1.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.68KNew |
$622K - $683K
|
2.68K
$947K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.24KNew |
$518K - $570K
|
2.24K
$790K
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.21KNew |
$280K - $307K
|
1.21K
$426K
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
975New |
$226K - $248K
|
975
$344K
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
790New |
$183K - $201K
|
790
$279K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
500New |
$116K - $127K
|
500
$176K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
427+ 45.38% |
$98.9K - $109K
|
1.37K
$483K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
320+ 133.33% |
$74.1K - $81.4K
|
560
$198K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
137New |
$31.7K - $34.9K
|
137
$48.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
79New |
$18.3K - $20.1K
|
79
$27.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
27New |
$6.25K - $6.87K
|
27
$9.53K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
24+ 2.22% |
$5.56K - $6.11K
|
1.11K
$390K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
8+ 0.06% |
$1.85K - $2.04K
|
12.9K
$4.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 55.56% |
$1.16K - $1.27K
|
14
$4.94K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2+ 0.21% |
$463 - $509
|
974
$344K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
753KNew |
$165M - $182M
|
753K
$266M
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
BUY
|
- |
32.4K+ 1008.09% |
$7.09M - $7.85M
|
35.6K
$12.6M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
11.5KNew |
$2.52M - $2.79M
|
11.5K
$4.06M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
7.33KNew |
$1.6M - $1.77M
|
7.33K
$2.59M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
PUT |
4KNew |
$875K - $969K
|
4K
$1.41M
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
1.94K+ 2.14% |
$423K - $469K
|
92.3K
$32.6M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1.22KNew |
$267K - $295K
|
1.22K
$430K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.01KNew |
$220K - $243K
|
1.01K
$355K
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
987New |
$216K - $239K
|
987
$348K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
900New |
$197K - $218K
|
900
$318K
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
883New |
$193K - $214K
|
883
$312K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
740New |
$162K - $179K
|
740
$261K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
630New |
$138K - $153K
|
630
$222K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
229+ 322.54% |
$50.1K - $55.5K
|
300
$106K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
140+ 0.15% |
$30.6K - $33.9K
|
96K
$33.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$21.9K - $24.2K
|
100
$35.3K
|
|