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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.14K+ 21.08% |
$1.61M - $1.8M
|
29.5K
$10.4M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
5.07KNew |
$1.59M - $1.77M
|
5.07K
$1.79M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
5.03K+ 28.27% |
$1.57M - $1.76M
|
22.8K
$8.05M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
4.87K+ 283.52% |
$1.52M - $1.7M
|
6.59K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.82K+ 4.56% |
$1.51M - $1.69M
|
111K
$39M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.28K+ 33.65% |
$1.34M - $1.5M
|
17K
$5.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
4.18K+ 45.99% |
$1.31M - $1.46M
|
13.3K
$4.68M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.95K+ 2.6% |
$1.24M - $1.38M
|
156K
$55.1M
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.72KNew |
$1.16M - $1.3M
|
3.72K
$1.31M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
3.39K+ 11.1% |
$1.06M - $1.19M
|
33.9K
$12M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.2K+ 33.91% |
$1M - $1.12M
|
12.6K
$4.46M
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
3.1KNew |
$970K - $1.08M
|
3.1K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
3.04KNew |
$952K - $1.06M
|
3.04K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
3.02KNew |
$945K - $1.06M
|
3.02K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.97K+ 202.67% |
$928K - $1.04M
|
4.43K
$1.56M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
2.75KNew |
$861K - $962K
|
2.75K
$971K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.53K+ 270.05% |
$791K - $883K
|
3.46K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.36K+ 1.85% |
$740K - $827K
|
130K
$46M
|
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
2.32KNew |
$726K - $811K
|
2.32K
$818K
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
2.3K+ 4.57% |
$720K - $805K
|
52.6K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.27K+ 251.11% |
$709K - $792K
|
3.17K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
2.23K+ 5.26% |
$698K - $779K
|
44.6K
$15.7M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.22K+ 8.69% |
$696K - $778K
|
27.8K
$9.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.03K+ 17.13% |
$636K - $710K
|
13.9K
$4.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.02K+ 152.45% |
$632K - $707K
|
3.35K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.99K+ 257.57% |
$623K - $697K
|
2.76K
$975K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
1.93K+ 7.3% |
$605K - $676K
|
28.4K
$10M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.93KNew |
$605K - $676K
|
1.93K
$681K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.92K+ 16.89% |
$602K - $673K
|
13.3K
$4.7M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.89K+ 5.43% |
$592K - $662K
|
36.7K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.72K+ 278.86% |
$537K - $600K
|
2.33K
$822K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.67KNew |
$522K - $584K
|
1.67K
$589K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
1.59KNew |
$498K - $556K
|
1.59K
$561K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.56K+ 195.86% |
$489K - $546K
|
2.36K
$832K
|
|
|
May 15, 2025
Q1 2025
|
Unc Management Company, Inc.
Chapel Hill, NC |
BUY
|
- |
1.49K+ 0.26% |
$467K - $521K
|
577K
$204M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
1.39K+ 6.06% |
$434K - $485K
|
24.2K
$8.55M
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.37KNew |
$430K - $481K
|
1.37K
$485K
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
1.35KNew |
$423K - $472K
|
1.35K
$476K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.35K+ 27.21% |
$422K - $472K
|
6.31K
$2.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
1.31KNew |
$411K - $460K
|
1.31K
$464K
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
1.29KNew |
$403K - $450K
|
1.29K
$454K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.21KNew |
$379K - $423K
|
1.21K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.2K+ 1200.0% |
$376K - $420K
|
1.3K
$459K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.1K+ 15.52% |
$343K - $383K
|
8.15K
$2.88M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.05K+ 0.36% |
$329K - $368K
|
295K
$104M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
984+ 37.03% |
$308K - $344K
|
3.64K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
789+ 30.63% |
$247K - $276K
|
3.37K
$1.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
741+ 1.18% |
$232K - $259K
|
63.4K
$22.4M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
721New |
$226K - $252K
|
721
$254K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
697+ 11.4% |
$218K - $244K
|
6.81K
$2.4M
|