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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
671+ 285.53% |
$210K - $235K
|
906
$320K
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
668+ 88.48% |
$209K - $234K
|
1.42K
$502K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
651New |
$204K - $228K
|
651
$230K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
637+ 5.11% |
$199K - $223K
|
13.1K
$4.62M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
600+ 10.53% |
$188K - $210K
|
6.3K
$2.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
584New |
$183K - $204K
|
584
$206K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
548+ 0.6% |
$172K - $192K
|
92.1K
$32.5M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
512+ 0.91% |
$160K - $179K
|
56.7K
$20M
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
504New |
$158K - $176K
|
504
$178K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
480+ 57.28% |
$150K - $168K
|
1.32K
$465K
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
464+ 3.09% |
$145K - $162K
|
15.5K
$5.46M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
455+ 4.76% |
$142K - $159K
|
10K
$3.53M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
446+ 13.02% |
$140K - $156K
|
3.87K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
432+ 26.07% |
$135K - $151K
|
2.09K
$737K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
431+ 2.68% |
$135K - $151K
|
16.5K
$5.83M
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
425+ 2.83% |
$133K - $149K
|
15.4K
$5.45M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
410+ 21.01% |
$128K - $143K
|
2.36K
$833K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
400+ 6.37% |
$125K - $140K
|
6.68K
$2.36M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
377+ 2.26% |
$118K - $132K
|
17K
$6.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
351+ 5.87% |
$110K - $123K
|
6.33K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
349+ 0.49% |
$109K - $122K
|
70.9K
$25M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
340+ 2.78% |
$106K - $119K
|
12.6K
$4.44M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
321+ 5.53% |
$101K - $112K
|
6.12K
$2.16M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
300+ 4.6% |
$93.9K - $105K
|
6.82K
$2.41M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
300+ 17.65% |
$93.9K - $105K
|
2K
$706K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
242+ 90.64% |
$75.8K - $84.7K
|
509
$180K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
202+ 56.27% |
$63.2K - $70.7K
|
561
$198K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
CALL |
200+ 9.09% |
$62.6K - $70K
|
2.4K
$847K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
196+ 2.9% |
$61.4K - $68.6K
|
6.95K
$2.45M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
189+ 3.05% |
$59.2K - $66.1K
|
6.39K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
185+ 0.8% |
$57.9K - $64.7K
|
23.4K
$8.27M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
184+ 0.87% |
$57.6K - $64.4K
|
21.4K
$7.56M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
180+ 14.57% |
$56.4K - $63K
|
1.42K
$499K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
170+ 3.43% |
$53.2K - $59.5K
|
5.13K
$1.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
170+ 8.27% |
$53.2K - $59.5K
|
2.23K
$785K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
156New |
$48.8K - $54.6K
|
156
$55.1K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
146+ 1.08% |
$45.7K - $51.1K
|
13.7K
$4.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
138New |
$43.2K - $48.3K
|
138
$48.7K
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
126+ 0.26% |
$39.5K - $44.1K
|
49K
$17.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
120+ 9.49% |
$37.6K - $42K
|
1.39K
$489K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
118+ 0.33% |
$36.9K - $41.3K
|
36.3K
$12.8M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
117+ 19.06% |
$36.6K - $40.9K
|
731
$258K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
116+ 6.1% |
$36.3K - $40.6K
|
2.02K
$712K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
108New |
$33.8K - $37.8K
|
108
$38.1K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
103+ 0.57% |
$32.2K - $36K
|
18.1K
$6.4M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
103+ 0.18% |
$32.2K - $36K
|
56.6K
$20M
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
100+ 14.77% |
$31.3K - $35K
|
777
$274K
|