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 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.0% |
$295 - $327
|
106K
$36.2M
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.24% |
$295 - $327
|
420
$144K
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 3.33% |
$295 - $327
|
31
$10.6K
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1+ 0.12% |
$295 - $327
|
848
$290K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.42% |
$295 - $327
|
239
$81.7K
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.38% |
$295 - $327
|
263
$89.9K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.06% |
$295 - $327
|
1.73K
$591K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
75.7K+ 7.91% |
$21.4M - $23.5M
|
1.03M
$353M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.5K+ 266.47% |
$3.53M - $3.86M
|
17.1K
$5.86M
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
10.6KNew |
$3.01M - $3.3M
|
10.6K
$3.64M
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.75K+ 89.56% |
$2.76M - $3.02M
|
20.6K
$7.06M
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
9.68KNew |
$2.74M - $3M
|
9.68K
$3.31M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.4KNew |
$1.53M - $1.67M
|
5.4K
$1.85M
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.39KNew |
$1.53M - $1.67M
|
5.39K
$1.84M
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4.75KNew |
$1.34M - $1.47M
|
4.75K
$1.62M
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.25KNew |
$1.2M - $1.32M
|
4.25K
$1.45M
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
4.14K+ 22.42% |
$1.17M - $1.28M
|
22.6K
$7.74M
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.1K+ 166.78% |
$1.16M - $1.27M
|
6.55K
$2.24M
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.86KNew |
$1.09M - $1.19M
|
3.86K
$1.32M
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.63KNew |
$1.03M - $1.13M
|
3.63K
$1.24M
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
3KNew |
$850K - $930K
|
3K
$1.03M
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.98KNew |
$842K - $922K
|
2.98K
$1.02M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.77KNew |
$785K - $859K
|
2.77K
$948K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.65KNew |
$751K - $822K
|
2.65K
$906K
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.64KNew |
$748K - $819K
|
2.64K
$904K
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.47KNew |
$699K - $765K
|
2.47K
$845K
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.31KNew |
$653K - $714K
|
2.31K
$788K
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.7KNew |
$481K - $527K
|
1.7K
$581K
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.38K+ 98.92% |
$389K - $426K
|
2.77K
$945K
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.19KNew |
$336K - $368K
|
1.19K
$406K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.12K+ 93.33% |
$317K - $347K
|
2.32K
$793K
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
884New |
$250K - $274K
|
884
$302K
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
871New |
$247K - $270K
|
871
$298K
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
800+ 19.92% |
$227K - $248K
|
4.82K
$1.65M
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
669New |
$189K - $207K
|
669
$229K
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
660New |
$187K - $205K
|
660
$226K
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
650New |
$184K - $201K
|
650
$222K
|
|
Jul 24, 2024
Q2 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
650New |
$184K - $201K
|
650
$222K
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
650New |
$184K - $201K
|
650
$222K
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
621+ 74.02% |
$176K - $192K
|
1.46K
$499K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
540+ 50.28% |
$153K - $167K
|
1.61K
$552K
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
365New |
$103K - $113K
|
365
$125K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
343New |
$97.1K - $106K
|
343
$117K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
293New |
$83K - $90.8K
|
293
$100K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
254+ 14.1% |
$71.9K - $78.7K
|
2.06K
$703K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
152New |
$43K - $47.1K
|
152
$52K
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
138+ 4.59% |
$39.1K - $42.8K
|
3.15K
$1.08M
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
136New |
$38.5K - $42.1K
|
136
$46.5K
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
132+ 6.84% |
$37.4K - $40.9K
|
2.06K
$705K
|