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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
39+ 0.74% |
$11.5K - $12.7K
|
5.28K
$1.81M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
36+ 36.0% |
$10.6K - $11.8K
|
136
$46.5K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
33New |
$9.73K - $10.8K
|
33
$11.3K
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
31+ 0.19% |
$9.14K - $10.1K
|
16.6K
$5.66M
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
30New |
$8.84K - $9.8K
|
30
$10.3K
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
26+ 0.25% |
$7.66K - $8.49K
|
10.3K
$3.53M
|
|
Nov 07, 2024
Q3 2024
|
St. Louis Trust CO
|
BUY
|
- |
26+ 0.11% |
$7.66K - $8.49K
|
22.9K
$7.83M
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
25+ 0.3% |
$7.37K - $8.17K
|
8.36K
$2.86M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
21+ 0.42% |
$6.19K - $6.86K
|
5.04K
$1.72M
|
|
Oct 09, 2024
Q3 2024
|
Nvest Financial, LLC
|
BUY
|
- |
19+ 0.34% |
$5.6K - $6.21K
|
5.63K
$1.93M
|
|
Nov 12, 2024
Q3 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
17+ 0.33% |
$5.01K - $5.55K
|
5.17K
$1.77M
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
16+ 0.34% |
$4.72K - $5.23K
|
4.76K
$1.63M
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
15+ 0.16% |
$4.42K - $4.9K
|
9.58K
$3.28M
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
15+ 2.25% |
$4.42K - $4.9K
|
682
$233K
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
14+ 0.09% |
$4.13K - $4.57K
|
15.1K
$5.16M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
12New |
$3.54K - $3.92K
|
12
$4.1K
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
12+ 0.32% |
$3.54K - $3.92K
|
3.78K
$1.29M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11+ 0.22% |
$3.24K - $3.59K
|
5.04K
$1.72M
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
11+ 0.33% |
$3.24K - $3.59K
|
3.38K
$1.16M
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10+ 0.32% |
$2.95K - $3.27K
|
3.16K
$1.08M
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
10+ 0.01% |
$2.95K - $3.27K
|
126K
$43.2M
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
10+ 0.32% |
$2.95K - $3.27K
|
3.18K
$1.09M
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8New |
$2.36K - $2.61K
|
8
$2.74K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
8+ 0.25% |
$2.36K - $2.61K
|
3.17K
$1.08M
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
8+ 0.99% |
$2.36K - $2.61K
|
818
$280K
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
8+ 0.36% |
$2.36K - $2.61K
|
2.26K
$772K
|
|
Nov 14, 2024
Q3 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
7+ 0.3% |
$2.06K - $2.29K
|
2.32K
$794K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7+ 0.13% |
$2.06K - $2.29K
|
5.26K
$1.8M
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 0.85% |
$2.06K - $2.29K
|
828
$283K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6+ 2.08% |
$1.77K - $1.96K
|
294
$101K
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
6+ 0.34% |
$1.77K - $1.96K
|
1.79K
$612K
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
BUY
|
- |
6+ 0.55% |
$1.77K - $1.96K
|
1.1K
$376K
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.3% |
$1.47K - $1.63K
|
1.66K
$567K
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5+ 0.31% |
$1.47K - $1.63K
|
1.63K
$557K
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
4+ 0.38% |
$1.18K - $1.31K
|
1.06K
$362K
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
4+ 0.11% |
$1.18K - $1.31K
|
3.57K
$1.22M
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
4+ 0.42% |
$1.18K - $1.31K
|
962
$329K
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
3+ 0.29% |
$884 - $980
|
1.03K
$351K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3+ 0.39% |
$884 - $980
|
772
$264K
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3+ 0.35% |
$884 - $980
|
858
$293K
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.47% |
$884 - $980
|
643
$220K
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
2+ 0.29% |
$590 - $653
|
700
$239K
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2+ 0.31% |
$590 - $653
|
655
$224K
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$590 - $653
|
2.83K
$968K
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.19% |
$590 - $653
|
1.08K
$370K
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1+ 0.02% |
$295 - $327
|
4.18K
$1.43M
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1+ 0.05% |
$295 - $327
|
2.04K
$698K
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.09% |
$295 - $327
|
1.07K
$366K
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$295 - $327
|
700
$239K
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.01% |
$295 - $327
|
10.2K
$3.47M
|