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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
465+ 336.96% |
$137K - $152K
|
603
$206K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
450+ 314.69% |
$133K - $147K
|
593
$203K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
448+ 3.68% |
$132K - $146K
|
12.6K
$4.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
446+ 0.72% |
$131K - $146K
|
62.5K
$21.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
422+ 143.54% |
$124K - $138K
|
716
$245K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
406+ 14.59% |
$120K - $133K
|
3.19K
$1.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
351+ 0.88% |
$103K - $115K
|
40.3K
$13.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
341+ 13.49% |
$101K - $111K
|
2.87K
$981K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
310+ 0.75% |
$91.4K - $101K
|
41.4K
$14.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
307+ 26.56% |
$90.5K - $100K
|
1.46K
$500K
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
284+ 0.39% |
$83.7K - $92.8K
|
72.5K
$24.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
260+ 64.84% |
$76.6K - $84.9K
|
661
$226K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
246+ 0.34% |
$72.5K - $80.4K
|
73.4K
$25.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
232+ 1.15% |
$68.4K - $75.8K
|
20.3K
$6.95M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
222+ 18.62% |
$65.4K - $72.5K
|
1.41K
$484K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
215+ 15.99% |
$63.4K - $70.2K
|
1.56K
$533K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
209+ 6.72% |
$61.6K - $68.3K
|
3.32K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
205+ 1.04% |
$60.4K - $67K
|
19.9K
$6.82M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
188+ 5.96% |
$55.4K - $61.4K
|
3.34K
$1.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
188+ 3.77% |
$55.4K - $61.4K
|
5.17K
$1.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
176+ 1.64% |
$51.9K - $57.5K
|
10.9K
$3.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
174+ 22.37% |
$51.3K - $56.9K
|
952
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
141+ 3.4% |
$41.6K - $46.1K
|
4.29K
$1.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
121+ 1.87% |
$35.7K - $39.5K
|
6.59K
$2.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Investment Management, LLC
|
BUY
|
- |
120+ 0.73% |
$35.4K - $39.2K
|
16.5K
$5.65M
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
117+ 10.14% |
$34.5K - $38.2K
|
1.27K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
109+ 1.63% |
$32.1K - $35.6K
|
6.79K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
101New |
$29.8K - $33K
|
101
$34.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
97+ 0.28% |
$28.6K - $31.7K
|
35.3K
$12.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
96+ 384.0% |
$28.3K - $31.4K
|
121
$41.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
91+ 0.94% |
$26.8K - $29.7K
|
9.77K
$3.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
BUY
|
- |
87+ 7.89% |
$25.6K - $28.4K
|
1.19K
$407K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
87+ 0.34% |
$25.6K - $28.4K
|
25.7K
$8.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
77+ 2.18% |
$22.7K - $25.2K
|
3.61K
$1.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
75+ 18.89% |
$22.1K - $24.5K
|
472
$161K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
71+ 0.55% |
$20.9K - $23.2K
|
12.9K
$4.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
68+ 2.73% |
$20K - $22.2K
|
2.56K
$875K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
68+ 6.05% |
$20K - $22.2K
|
1.19K
$408K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
68+ 2.36% |
$20K - $22.2K
|
2.95K
$1.01M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
67+ 4.47% |
$19.7K - $21.9K
|
1.57K
$535K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
65+ 1.42% |
$19.2K - $21.2K
|
4.63K
$1.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
60+ 4.2% |
$17.7K - $19.6K
|
1.49K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
55+ 2.55% |
$16.2K - $18K
|
2.21K
$755K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
51New |
$15K - $16.7K
|
51
$17.4K
|
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
46+ 5.63% |
$13.6K - $15K
|
863
$295K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
45+ 0.1% |
$13.3K - $14.7K
|
43.3K
$14.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
45+ 2.85% |
$13.3K - $14.7K
|
1.63K
$556K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
43+ 1.89% |
$12.7K - $14K
|
2.32K
$794K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
39+ 10.86% |
$11.5K - $12.7K
|
398
$136K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
39+ 21.55% |
$11.5K - $12.7K
|
220
$75.2K
|