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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
21.5K+ 61.73% |
$6.35M - $7.04M
|
56.4K
$19.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
BUY
|
- |
20.3K+ 60.91% |
$5.99M - $6.64M
|
53.7K
$18.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
17.7KNew |
$5.23M - $5.79M
|
17.7K
$6.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
17.2K+ 14.49% |
$5.06M - $5.61M
|
136K
$46.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
16.3K+ 52.62% |
$4.81M - $5.34M
|
47.4K
$16.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
15.7KNew |
$4.64M - $5.14M
|
15.7K
$5.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
15.1K+ 85.86% |
$4.45M - $4.94M
|
32.7K
$11.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.8K+ 3.03% |
$4.07M - $4.51M
|
469K
$160M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
13.7K+ 7.02% |
$4.04M - $4.48M
|
209K
$71.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
12.2K+ 106.18% |
$3.6M - $3.99M
|
23.7K
$8.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.8K+ 33.26% |
$3.47M - $3.85M
|
47.2K
$16.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
11.2KNew |
$3.31M - $3.67M
|
11.2K
$3.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.1K+ 1.19% |
$3.28M - $3.64M
|
944K
$323M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.81K+ 706.56% |
$2.89M - $3.2M
|
11.2K
$3.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
6.8KNew |
$2M - $2.22M
|
6.8K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
6.24K+ 20.17% |
$1.84M - $2.04M
|
37.2K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.22K+ 6.1% |
$1.83M - $2.03M
|
108K
$37M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
6.02KNew |
$1.77M - $1.97M
|
6.02K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
5.43K+ 3.07% |
$1.6M - $1.77M
|
182K
$62.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.26K+ 596.03% |
$1.55M - $1.72M
|
6.14K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
5.11K+ 147.2% |
$1.51M - $1.67M
|
8.58K
$2.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.99K+ 231.02% |
$1.47M - $1.63M
|
7.15K
$2.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
4.92K+ 59.56% |
$1.45M - $1.61M
|
13.2K
$4.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
4.46K+ 41.18% |
$1.31M - $1.46M
|
15.3K
$5.23M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.34KNew |
$1.28M - $1.42M
|
4.34K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.12K+ 54.18% |
$1.21M - $1.35M
|
11.7K
$4.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.87K+ 1.61% |
$1.14M - $1.26M
|
244K
$83.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
3.87KNew |
$1.14M - $1.26M
|
3.87K
$1.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.55KNew |
$1.05M - $1.16M
|
3.55K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.48KNew |
$1.03M - $1.14M
|
3.48K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.41KNew |
$1.01M - $1.11M
|
3.41K
$1.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.27KNew |
$964K - $1.07M
|
3.27K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.14KNew |
$925K - $1.03M
|
3.14K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
3.14K+ 16.52% |
$925K - $1.02M
|
22.1K
$7.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.11K+ 6.65% |
$916K - $1.02M
|
49.8K
$17M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.98K+ 1.88% |
$877K - $972K
|
161K
$55.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.95K+ 3.91% |
$870K - $964K
|
78.4K
$26.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.81K+ 37.09% |
$829K - $918K
|
10.4K
$3.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.78K+ 79.31% |
$818K - $907K
|
6.28K
$2.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.64K+ 10.68% |
$778K - $863K
|
27.4K
$9.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.53K+ 171.74% |
$745K - $826K
|
4K
$1.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
2.39K+ 22.51% |
$705K - $782K
|
13K
$4.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.35K+ 530.77% |
$691K - $767K
|
2.79K
$953K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.34K+ 81.99% |
$688K - $763K
|
5.18K
$1.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2.32KNew |
$685K - $759K
|
2.32K
$795K
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.25K+ 1.3% |
$664K - $736K
|
176K
$60.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.22K+ 44.68% |
$653K - $724K
|
7.17K
$2.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
2.16K+ 1.38% |
$637K - $706K
|
159K
$54.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.94KNew |
$572K - $634K
|
1.94K
$663K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.92K+ 108.39% |
$567K - $629K
|
3.7K
$1.26M
|