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 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
90+ 1.65% |
$28.2K - $31.5K
|
5.56K
$1.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
81+ 10.2% |
$25.4K - $28.3K
|
875
$309K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
80New |
$25K - $28K
|
80
$28.2K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
78+ 0.12% |
$24.4K - $27.3K
|
67.3K
$23.8M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
78+ 3.02% |
$24.4K - $27.3K
|
2.66K
$940K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
75+ 4.45% |
$23.5K - $26.2K
|
1.76K
$621K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
71+ 8.74% |
$22.2K - $24.8K
|
883
$312K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
70+ 56.91% |
$21.9K - $24.5K
|
193
$68.1K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
63+ 1.33% |
$19.7K - $22K
|
4.81K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
62+ 4.86% |
$19.4K - $21.7K
|
1.34K
$472K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
60+ 1.43% |
$18.8K - $21K
|
4.25K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
60+ 0.14% |
$18.8K - $21K
|
42K
$14.8M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
54+ 4.19% |
$16.9K - $18.9K
|
1.34K
$474K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
51+ 1.23% |
$16K - $17.8K
|
4.19K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
50+ 50.51% |
$15.7K - $17.5K
|
149
$52.6K
|
|
|
Jul 16, 2025
Q1 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
45+ 4.06% |
$14.1K - $15.7K
|
1.15K
$407K
|
|
|
May 23, 2025
Q1 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
44+ 0.24% |
$13.8K - $15.4K
|
18.2K
$6.41M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
40+ 3.52% |
$12.5K - $14K
|
1.18K
$415K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
35+ 0.08% |
$11K - $12.2K
|
43.4K
$15.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
31+ 0.58% |
$9.71K - $10.8K
|
5.34K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
30+ 1500.0% |
$9.39K - $10.5K
|
32
$11.3K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
29+ 2.82% |
$9.08K - $10.1K
|
1.06K
$373K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
28+ 0.43% |
$8.77K - $9.8K
|
6.53K
$2.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26+ 21.49% |
$8.14K - $9.1K
|
147
$51.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
BUY
|
- |
23+ 2.09% |
$7.2K - $8.05K
|
1.12K
$396K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
20+ 1.41% |
$6.26K - $7K
|
1.44K
$508K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
20+ 0.19% |
$6.26K - $7K
|
10.4K
$3.66M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
14+ 0.16% |
$4.38K - $4.9K
|
8.99K
$3.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Nvest Financial, LLC
|
BUY
|
- |
14+ 0.25% |
$4.38K - $4.9K
|
5.66K
$2M
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
13+ 0.25% |
$4.07K - $4.55K
|
5.2K
$1.84M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
12+ 0.13% |
$3.76K - $4.2K
|
9.61K
$3.39M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
12+ 0.26% |
$3.76K - $4.2K
|
4.68K
$1.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
12+ 0.31% |
$3.76K - $4.2K
|
3.91K
$1.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
11+ 0.24% |
$3.44K - $3.85K
|
4.53K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10+ 0.05% |
$3.13K - $3.5K
|
20.3K
$7.17M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
10+ 14.71% |
$3.13K - $3.5K
|
78
$27.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
10+ 0.06% |
$3.13K - $3.5K
|
16.9K
$5.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
10+ 1.54% |
$3.13K - $3.5K
|
660
$233K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.19% |
$2.82K - $3.15K
|
4.79K
$1.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
9+ 0.02% |
$2.82K - $3.15K
|
37.2K
$13.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
9+ 0.98% |
$2.82K - $3.15K
|
931
$329K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8+ 0.25% |
$2.5K - $2.8K
|
3.18K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
8+ 1.07% |
$2.5K - $2.8K
|
758
$268K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
7+ 0.3% |
$2.19K - $2.45K
|
2.34K
$824K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7+ 0.14% |
$2.19K - $2.45K
|
5.01K
$1.77M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
6+ 0.19% |
$1.88K - $2.1K
|
3.1K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
6+ 0.82% |
$1.88K - $2.1K
|
735
$259K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6+ 1.03% |
$1.88K - $2.1K
|
591
$209K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
5+ 0.2% |
$1.57K - $1.75K
|
2.52K
$890K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5New |
$1.57K - $1.75K
|
5
$1.76K
|