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 19, 2022
Q1 2022
|
Burt Wealth Advisors
|
BUY
|
- |
583+ 51.87% |
$141K - $163K
|
1.71K
$584K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
155New |
$37.5K - $43.3K
|
155
$53K
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
138+ 9.77% |
$33.4K - $38.5K
|
1.55K
$530K
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
49New |
$11.9K - $13.7K
|
49
$16.8K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
14+ 0.3% |
$3.39K - $3.91K
|
4.68K
$1.6M
|
|
| Q4 2021 | |||||||
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
22.2KNew |
$5.65M - $6.2M
|
22.2K
$7.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.25KNew |
$827K - $907K
|
3.25K
$1.11M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.28KNew |
$326K - $358K
|
1.28K
$438K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1KNew |
$255K - $279K
|
1K
$342K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
93New |
$23.7K - $26K
|
93
$31.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
55New |
$14K - $15.4K
|
55
$18.8K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
43New |
$11K - $12K
|
43
$14.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
38New |
$9.68K - $10.6K
|
38
$13K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3+ 1.69% |
$764 - $837
|
180
$61.5K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
$2.52M - $2.69M
|
10K
$3.42M
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
1.25K+ 292.52% |
$315K - $337K
|
1.68K
$574K
|
|
|
Nov 12, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
1.15KNew |
$288K - $308K
|
1.15K
$392K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
156New |
$39.3K - $42K
|
156
$53.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
50New |
$12.6K - $13.5K
|
50
$17.1K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
1.86KNew |
$446K - $475K
|
1.86K
$634K
|
|
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.04K+ 291.06% |
$250K - $267K
|
1.4K
$479K
|
|
|
Jul 16, 2021
Q2 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
700New |
$168K - $179K
|
700
$239K
|
|
|
Aug 06, 2021
Q2 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
103New |
$24.8K - $26.4K
|
103
$35.2K
|
|
|
Jul 13, 2021
Q2 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
19New |
$4.57K - $4.86K
|
19
$6.5K
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
BUY
|
- |
15+ 4.41% |
$3.6K - $3.84K
|
355
$121K
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.56KNew |
$343K - $373K
|
1.56K
$532K
|
|
|
May 04, 2021
Q1 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
144+ 1.56% |
$31.8K - $34.5K
|
9.36K
$3.2M
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1.9KNew |
$364K - $424K
|
1.9K
$648K
|
|
|
Feb 19, 2021
Q4 2020
|
Albion Financial Group
|
BUY
|
- |
558New |
$107K - $125K
|
558
$191K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
402New |
$77.2K - $89.9K
|
402
$137K
|
|
|
Feb 16, 2021
Q4 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
27New |
$5.18K - $6.04K
|
27
$9.23K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
1.22KNew |
$220K - $254K
|
1.22K
$416K
|
|
|
Jan 07, 2021
Q3 2020
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.11KNew |
$201K - $232K
|
1.11K
$380K
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Brr Op Co, LLC
|
BUY
|
- |
1.3KNew |
$184K - $246K
|
1.3K
$445K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
448+ 1.5% |
$63.3K - $84.6K
|
30.3K
$10.3M
|
|
| Q1 2020 | |||||||
|
May 06, 2020
Q1 2020
|
First Manhattan CO
New York, NY |
BUY
|
- |
360New |
$46.2K - $71.3K
|
360
$123K
|
|
|
Apr 06, 2020
Q1 2020
|
American National Bank
|
BUY
|
- |
180New |
$23.1K - $35.7K
|
180
$61.5K
|
|
|
May 19, 2020
Q1 2020
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12New |
$1.54K - $2.38K
|
12
$4.1K
|
|
| Q4 2019 | |||||||
|
Feb 10, 2020
Q4 2019
|
Stokes Family Office, LLC
|
BUY
|
- |
3.5KNew |
$590K - $662K
|
3.5K
$1.2M
|
|
|
Feb 05, 2020
Q4 2019
|
Spinnaker Trust
|
BUY
|
- |
2.7KNew |
$454K - $510K
|
2.7K
$922K
|
|
|
Feb 03, 2020
Q4 2019
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
1.54KNew |
$260K - $291K
|
1.54K
$527K
|
|
|
Feb 11, 2020
Q4 2019
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
1.43KNew |
$240K - $269K
|
1.43K
$487K
|
|
|
Feb 14, 2020
Q4 2019
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
26New |
$4.38K - $4.92K
|
26
$8.89K
|
|
| Q2 2019 | |||||||
|
Jul 17, 2019
Q2 2019
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
1.4KNew |
N/A
|
1.4K
$478K
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
10.6KNew |
N/A
|
10.6K
$3.63M
|
|
|
Apr 26, 2019
Q1 2019
|
James Investment Research Inc
|
BUY
|
- |
1.8KNew |
N/A
|
1.8K
$614K
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.36KNew |
N/A
|
8.36K
$2.86M
|
|
|
Jun 12, 2019
Q4 2018
|
First National Corp
|
BUY
|
- |
2.9KNew |
N/A
|
2.9K
$992K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
2.88KNew |
N/A
|
2.88K
$984K
|
|
|
Nov 14, 2018
Q3 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
169New |
N/A
|
169
$57.8K
|
|