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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
5+ 0.27% |
$1.41K - $1.76K
|
1.88K
$664K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5+ 0.18% |
$1.41K - $1.76K
|
2.82K
$995K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
4+ 0.22% |
$1.13K - $1.4K
|
1.81K
$637K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2+ 0.3% |
$563 - $702
|
661
$233K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.22% |
$563 - $702
|
891
$314K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.2% |
$563 - $702
|
985
$348K
|
|
|
Jul 21, 2025
Q2 2025
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.51% |
$282 - $351
|
198
$69.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
1+ 0.03% |
$282 - $351
|
3.19K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.17% |
$282 - $351
|
583
$206K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.05% |
$282 - $351
|
1.89K
$667K
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1+ 0.1% |
$282 - $351
|
1.04K
$366K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1+ 0.13% |
$282 - $351
|
754
$266K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
BUY
|
- |
1+ 3.03% |
$282 - $351
|
34
$12K
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
290K+ 46.07% |
$90.7M - $101M
|
918K
$324M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
157K+ 9.02% |
$49.3M - $55.1M
|
1.9M
$672M
|
|
|
Apr 21, 2025
Q1 2025
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
143KNew |
$44.8M - $50.1M
|
143K
$50.5M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
61.7K+ 26.01% |
$19.3M - $21.6M
|
299K
$106M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
47.6K+ 99.41% |
$14.9M - $16.7M
|
95.5K
$33.7M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
32.5K+ 37.56% |
$10.2M - $11.4M
|
119K
$42M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
30.4K+ 105.1% |
$9.52M - $10.6M
|
59.4K
$20.9M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
29.8K+ 508.64% |
$9.33M - $10.4M
|
35.7K
$12.6M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.6K+ 46.08% |
$8.65M - $9.66M
|
87.6K
$30.9M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
27.2K+ 10.19% |
$8.52M - $9.52M
|
294K
$104M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.2K+ 2.12% |
$7.56M - $8.45M
|
1.16M
$410M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
22.3K+ 13.27% |
$6.97M - $7.78M
|
190K
$67M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.2K+ 16.59% |
$6.32M - $7.06M
|
142K
$50.1M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.3K+ 15.59% |
$5.11M - $5.71M
|
121K
$42.7M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
15.4K+ 11.06% |
$4.83M - $5.39M
|
155K
$54.6M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
14.4K+ 12.04% |
$4.51M - $5.04M
|
134K
$47.3M
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
14.1KNew |
$4.42M - $4.94M
|
14.1K
$4.98M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13.8K+ 4.3% |
$4.31M - $4.81M
|
333K
$118M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.5K+ 12.83% |
$4.23M - $4.72M
|
119K
$41.9M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1KNew |
$3.48M - $3.89M
|
11.1K
$3.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.84K+ 357.19% |
$3.08M - $3.44M
|
12.6K
$4.44M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.38K+ 3.81% |
$2.94M - $3.28M
|
255K
$90.1M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.2K+ 8.31% |
$2.88M - $3.22M
|
120K
$42.3M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.09K+ 11.33% |
$2.85M - $3.18M
|
89.3K
$31.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
8.63K+ 76.84% |
$2.7M - $3.02M
|
19.9K
$7.01M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
8.08K+ 15.12% |
$2.53M - $2.83M
|
61.5K
$21.7M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.01K+ 3.93% |
$2.51M - $2.8M
|
212K
$74.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
7.85K+ 21.07% |
$2.46M - $2.75M
|
45.1K
$15.9M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7.13KNew |
$2.23M - $2.5M
|
7.13K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.08KNew |
$2.22M - $2.48M
|
7.08K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.88K+ 7.36% |
$2.15M - $2.41M
|
100K
$35.4M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.63K+ 4.19% |
$2.07M - $2.32M
|
165K
$58.2M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
6.33K+ 207.27% |
$1.98M - $2.22M
|
9.39K
$3.31M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.13K+ 1.24% |
$1.92M - $2.14M
|
502K
$177M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.12K+ 6.92% |
$1.92M - $2.14M
|
94.6K
$33.4M
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
5.46KNew |
$1.71M - $1.91M
|
5.46K
$1.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.32KNew |
$1.66M - $1.86M
|
5.32K
$1.88M
|
|