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 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
184New |
$38.1K - $45.9K
|
184
$64.9K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
150+ 11.32% |
$31.1K - $37.4K
|
1.48K
$521K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
148New |
$30.6K - $36.9K
|
148
$52.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
83New |
$17.2K - $20.7K
|
83
$29.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
49New |
$10.1K - $12.2K
|
49
$17.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
23New |
$4.76K - $5.74K
|
23
$8.12K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.48% |
$414 - $499
|
423
$149K
|
|
|
Oct 11, 2022
Q3 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$207 - $249
|
1.86K
$655K
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
6.17KNew |
$1.3M - $1.64M
|
6.17K
$2.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
6.02KNew |
$1.27M - $1.6M
|
6.02K
$2.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2.5KNew |
$527K - $663K
|
2.5K
$882K
|
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
2.39KNew |
$503K - $633K
|
2.39K
$842K
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.05KNew |
$431K - $543K
|
2.05K
$722K
|
|
|
Jul 18, 2022
Q2 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.16KNew |
$243K - $306K
|
1.16K
$408K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.05KNew |
$221K - $278K
|
1.05K
$370K
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
385+ 30.46% |
$81.1K - $102K
|
1.65K
$582K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
225New |
$47.4K - $59.7K
|
225
$79.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
215New |
$45.3K - $57K
|
215
$75.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
185New |
$39K - $49.1K
|
185
$65.3K
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
122New |
$25.7K - $32.4K
|
122
$43.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
90+ 1.42% |
$19K - $23.9K
|
6.41K
$2.26M
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
59New |
$12.4K - $15.7K
|
59
$20.8K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
38New |
$8K - $10.1K
|
38
$13.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
30New |
$6.32K - $7.96K
|
30
$10.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
21New |
$4.42K - $5.57K
|
21
$7.41K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
18+ 180.0% |
$3.79K - $4.78K
|
28
$9.88K
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
10+ 7.41% |
$2.11K - $2.65K
|
145
$51.2K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.25% |
$632 - $796
|
1.22K
$431K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.19% |
$211 - $265
|
525
$185K
|
|
| Q1 2022 | |||||||
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
155New |
$37.5K - $43.3K
|
155
$54.7K
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
138+ 9.77% |
$33.4K - $38.5K
|
1.55K
$547K
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
49New |
$11.9K - $13.7K
|
49
$17.3K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
14+ 0.3% |
$3.39K - $3.91K
|
4.68K
$1.65M
|
|
| Q4 2021 | |||||||
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
22.2KNew |
$5.65M - $6.2M
|
22.2K
$7.83M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.25KNew |
$827K - $907K
|
3.25K
$1.15M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.28KNew |
$326K - $358K
|
1.28K
$452K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1KNew |
$255K - $279K
|
1K
$353K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
93New |
$23.7K - $26K
|
93
$32.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
55New |
$14K - $15.4K
|
55
$19.4K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
43New |
$11K - $12K
|
43
$15.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
38New |
$9.68K - $10.6K
|
38
$13.4K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3+ 1.69% |
$764 - $837
|
180
$63.5K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
$2.52M - $2.69M
|
10K
$3.53M
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
1.25K+ 292.52% |
$315K - $337K
|
1.68K
$593K
|
|
|
Nov 12, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
1.15KNew |
$288K - $308K
|
1.15K
$404K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
156New |
$39.3K - $42K
|
156
$55.1K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
1.86KNew |
$446K - $475K
|
1.86K
$655K
|
|
|
Aug 16, 2021
Q2 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
1.04K+ 291.06% |
$250K - $267K
|
1.4K
$494K
|
|
|
May 05, 2025
Q2 2021
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
891New |
$214K - $228K
|
891
$314K
|
|
|
Jul 16, 2021
Q2 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
700New |
$168K - $179K
|
700
$247K
|
|