Latest Institutional Purchases of Ishares Russell 3000 ETF (IWV)

IWV Quotes by TradingView

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 12, 2024 Q3 2024
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
1.91K
+ 215.48%
$562K - $623K
2.79K $955K
Nov 14, 2024 Q3 2024
Unc Management Company, Inc.

Chapel Hill, NC
BUY
 -
1.89K
+ 0.33%
$557K - $618K
574K $196M
Oct 04, 2024 Q3 2024
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
1.72K
+ 16.48%
$505K - $560K
12.1K $4.14M
Oct 30, 2024 Q3 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
1.47K
+ 101.73%
$434K - $481K
2.92K $997K
Nov 01, 2024 Q3 2024
Mesirow Financial Investment Management, Inc.

BUY
 -
1.41K
New
$414K - $459K
1.41K $481K
Nov 14, 2024 Q3 2024
Al Ti Global, Inc.

New York, NY
BUY
 -
1.34K
+ 3.02%
$396K - $439K
45.8K $15.7M
Nov 12, 2024 Q3 2024
Meridian Wealth Management, LLC

BUY
 -
1.32K
New
$390K - $432K
1.32K $452K
Nov 08, 2024 Q3 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.28K
New
$376K - $417K
1.28K $437K
Nov 05, 2024 Q3 2024
Rossmore Private Capital

Glastonbury, CT
BUY
 -
1.28K
+ 131.71%
$376K - $417K
2.24K $767K
Nov 12, 2024 Q3 2024
First American Trust, Fsb

BUY
 -
1.27K
New
$373K - $414K
1.27K $433K
Nov 14, 2024 Q3 2024
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 -
1.11K
+ 41.62%
$328K - $364K
3.79K $1.29M
Oct 23, 2024 Q3 2024
Dt Investment Partners, LLC

BUY
 -
975
New
$287K - $319K
975 $333K
Nov 13, 2024 Q3 2024
Avestar Capital, LLC

BUY
 -
924
+ 29.54%
$272K - $302K
4.05K $1.39M
Nov 05, 2024 Q3 2024
Pinnacle Financial Partners Inc

BUY
 -
922
+ 19.07%
$272K - $301K
5.76K $1.97M
Oct 08, 2024 Q3 2024
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
921
+ 24.53%
$271K - $301K
4.68K $1.6M
Nov 12, 2024 Q3 2024
Calamos Wealth Management LLC

BUY
 -
919
+ 0.57%
$271K - $300K
161K $55.2M
Nov 12, 2024 Q3 2024
Nwam LLC

Mercer Island, WA
BUY
 -
908
New
$268K - $297K
908 $310K
Nov 12, 2024 Q3 2024
Wealthgarden F.S. LLC

El Segundo, CA
BUY
 -
908
New
$268K - $297K
908 $310K
Oct 31, 2024 Q3 2024
Anchor Capital Advisors LLC

BUY
 -
899
New
$265K - $294K
899 $307K
Nov 13, 2024 Q3 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
888
+ 7.28%
$262K - $290K
13.1K $4.48M
Nov 13, 2024 Q3 2024
Pinnacle Wealth Planning Services, Inc.

BUY
 -
865
New
$255K - $283K
865 $296K
Oct 22, 2024 Q3 2024
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
838
New
$247K - $274K
838 $287K
Oct 17, 2024 Q3 2024
Norden Group LLC

Provo, UT
BUY
 -
790
+ 42.86%
$233K - $258K
2.63K $900K
Nov 14, 2024 Q3 2024
Two Sigma Securities, LLC

New York, NY
BUY
 -
778
New
$229K - $254K
778 $266K
Nov 14, 2024 Q3 2024
Ironwood Investment Management LLC

Boston, MA
BUY
 -
761
+ 8.42%
$224K - $249K
9.8K $3.35M
Nov 01, 2024 Q3 2024
Assetmark, Inc

BUY
 -
757
+ 305.24%
$223K - $247K
1.01K $344K
Oct 29, 2024 Q3 2024
Sage Mountain Advisors LLC

BUY
 -
725
+ 31.14%
$214K - $237K
3.05K $1.04M
Oct 21, 2024 Q3 2024
Cannon Financial Strategists, Inc.

Athens, GA
BUY
 -
723
New
$213K - $236K
723 $247K
Nov 13, 2024 Q3 2024
Cadence Bank

Tupelo, MS
BUY
 -
682
New
$201K - $223K
682 $233K
Nov 14, 2024 Q3 2024
Wiley Bros. Aintree Capital, LLC

BUY
 -
673
New
$198K - $220K
673 $230K
Nov 13, 2024 Q3 2024
Wealthspire Advisors, LLC

New York, NY
BUY
 -
656
+ 1.39%
$193K - $214K
47.9K $16.4M
Nov 13, 2024 Q3 2024
Wms Partners, LLC

BUY
 -
644
New
$190K - $210K
644 $220K
Nov 14, 2024 Q3 2024
Atlantic Union Bankshares Corp

BUY
 -
643
New
$190K - $210K
643 $220K
Nov 12, 2024 Q3 2024
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
638
New
$188K - $208K
638 $218K
Nov 12, 2024 Q3 2024
Penobscot Investment Management Company, Inc.

Boston, MA
BUY
 -
626
New
$185K - $205K
626 $214K
Oct 21, 2024 Q3 2024
Little House Capital LLC

Braintree, MA
BUY
 -
615
New
$181K - $201K
615 $210K
Nov 05, 2024 Q3 2024
Modern Wealth Management, LLC

Lenexa, KS
BUY
 -
614
New
$181K - $201K
614 $210K
Oct 15, 2024 Q3 2024
Wbh Advisory Inc

BUY
 -
614
New
$181K - $201K
614 $210K
Oct 18, 2024 Q3 2024
Granite Fo LLC

Bedford, NH
BUY
 -
612
New
$180K - $200K
612 $209K
Nov 14, 2024 Q3 2024
Private Capital Management, LLC

Naples, FL
BUY
 -
607
New
$179K - $198K
607 $208K
Oct 28, 2024 Q3 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
602
+ 3.49%
$177K - $197K
17.9K $6.11M
Nov 14, 2024 Q3 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
597
+ 4.0%
$176K - $195K
15.5K $5.3M
Nov 01, 2024 Q3 2024
Capital Performance Advisors LLP

BUY
 -
573
New
$169K - $187K
573 $196K
Oct 28, 2024 Q3 2024
Forte Asset Management LLC

BUY
 -
570
+ 2.14%
$168K - $186K
27.3K $9.32M
Nov 05, 2024 Q3 2024
First National Trust CO

BUY
 -
568
+ 1.46%
$167K - $186K
39.6K $13.5M
Nov 13, 2024 Q3 2024
Vanguard Group Inc

Valley Forge, PA
BUY
 -
558
+ 2.25%
$164K - $182K
25.4K $8.67M
Nov 04, 2024 Q3 2024
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
535
+ 0.76%
$158K - $175K
71.2K $24.4M
Nov 06, 2024 Q3 2024
Rmb Capital Management, LLC

BUY
 -
529
+ 5.04%
$156K - $173K
11K $3.77M
Nov 14, 2024 Q3 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
497
New
$146K - $162K
497 $170K

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