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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
BUY
|
- |
20.1K+ 130.78% |
$4.15M - $5M
|
35.4K
$12.1M
|
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
13.8KNew |
$2.86M - $3.44M
|
13.8K
$4.72M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
13.6KNew |
$2.82M - $3.4M
|
13.6K
$4.66M
|
|
|
Nov 02, 2022
Q3 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
13.3K+ 9.08% |
$2.75M - $3.32M
|
160K
$54.7M
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.72KNew |
$770K - $928K
|
3.72K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$580K - $699K
|
2.8K
$958K
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.73KNew |
$565K - $681K
|
2.73K
$933K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.18KNew |
$452K - $544K
|
2.18K
$746K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1.95KNew |
$404K - $487K
|
1.95K
$668K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.39K+ 88.05% |
$288K - $347K
|
2.98K
$1.02M
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.25KNew |
$258K - $311K
|
1.25K
$426K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
1KNew |
$207K - $249K
|
1K
$342K
|
|
|
Oct 24, 2022
Q3 2022
|
Amarillo National Bank
|
BUY
|
- |
1KNew |
$207K - $249K
|
1K
$342K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
973+ 11.07% |
$201K - $243K
|
9.77K
$3.34M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
550New |
$114K - $137K
|
550
$188K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
500New |
$104K - $125K
|
500
$171K
|
|
|
Nov 07, 2022
Q3 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
293+ 1.21% |
$60.7K - $73.1K
|
24.5K
$8.36M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
214New |
$44.3K - $53.4K
|
214
$73.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
184New |
$38.1K - $45.9K
|
184
$62.9K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
150+ 11.32% |
$31.1K - $37.4K
|
1.48K
$504K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
148New |
$30.6K - $36.9K
|
148
$50.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
83New |
$17.2K - $20.7K
|
83
$28.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
49New |
$10.1K - $12.2K
|
49
$16.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
23New |
$4.76K - $5.74K
|
23
$7.86K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.48% |
$414 - $499
|
423
$145K
|
|
|
Oct 11, 2022
Q3 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$207 - $249
|
1.86K
$635K
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
6.17KNew |
$1.3M - $1.64M
|
6.17K
$2.11M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
6.02KNew |
$1.27M - $1.6M
|
6.02K
$2.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2.5KNew |
$527K - $663K
|
2.5K
$855K
|
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
2.39KNew |
$503K - $633K
|
2.39K
$816K
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.05KNew |
$431K - $543K
|
2.05K
$700K
|
|
|
Nov 03, 2022
Q2 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.39KNew |
$293K - $369K
|
1.39K
$476K
|
|
|
Jul 18, 2022
Q2 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.16KNew |
$243K - $306K
|
1.16K
$395K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.05KNew |
$221K - $278K
|
1.05K
$358K
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
385+ 30.46% |
$81.1K - $102K
|
1.65K
$564K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
225New |
$47.4K - $59.7K
|
225
$76.9K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
215New |
$45.3K - $57K
|
215
$73.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
185New |
$39K - $49.1K
|
185
$63.3K
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
122New |
$25.7K - $32.4K
|
122
$41.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
90+ 1.42% |
$19K - $23.9K
|
6.41K
$2.19M
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
67+ 17.27% |
$14.1K - $17.8K
|
455
$156K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
59New |
$12.4K - $15.7K
|
59
$20.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
38New |
$8K - $10.1K
|
38
$13K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
30New |
$6.32K - $7.96K
|
30
$10.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
21New |
$4.42K - $5.57K
|
21
$7.18K
|
|
|
Jul 27, 2022
Q2 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
20+ 0.38% |
$4.21K - $5.31K
|
5.3K
$1.81M
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
18+ 180.0% |
$3.79K - $4.78K
|
28
$9.57K
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
10+ 7.41% |
$2.11K - $2.65K
|
145
$49.6K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.25% |
$632 - $796
|
1.22K
$418K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.19% |
$211 - $265
|
525
$180K
|
|