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 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5New |
$1.57K - $1.75K
|
5
$1.76K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5+ 3.68% |
$1.57K - $1.75K
|
141
$49.8K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
4+ 0.07% |
$1.25K - $1.4K
|
5.81K
$2.05M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4+ 0.24% |
$1.25K - $1.4K
|
1.64K
$578K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
4+ 0.04% |
$1.25K - $1.4K
|
10K
$3.53M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
3+ 0.29% |
$939 - $1.05K
|
1.03K
$364K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
3+ 0.08% |
$939 - $1.05K
|
3.57K
$1.26M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3+ 0.15% |
$939 - $1.05K
|
1.95K
$689K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2+ 0.05% |
$626 - $700
|
4.09K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2+ 0.21% |
$626 - $700
|
967
$341K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 22.22% |
$626 - $700
|
11
$3.88K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2+ 0.23% |
$626 - $700
|
876
$309K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2+ 0.25% |
$626 - $700
|
812
$287K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.13% |
$313 - $350
|
764
$270K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.1% |
$313 - $350
|
1.05K
$371K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 0.25% |
$313 - $350
|
402
$142K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.72% |
$313 - $350
|
140
$49.4K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.24% |
$313 - $350
|
421
$149K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$313 - $350
|
2.34K
$827K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1+ 0.06% |
$313 - $350
|
1.58K
$556K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1+ 0.07% |
$313 - $350
|
1.43K
$505K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1+ 0.05% |
$313 - $350
|
1.89K
$667K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.03% |
$313 - $350
|
3.17K
$1.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.05% |
$313 - $350
|
1.97K
$696K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
81.6KNew |
$26.4M - $28.5M
|
81.6K
$28.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
60.8KNew |
$19.6M - $21.2M
|
60.8K
$21.5M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
37.1K+ 168.43% |
$12M - $13M
|
59.2K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
27.7KNew |
$8.95M - $9.67M
|
27.7K
$9.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
22.8KNew |
$7.37M - $7.96M
|
22.8K
$8.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
21.1K+ 2515.73% |
$6.82M - $7.37M
|
21.9K
$7.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
20KNew |
$6.46M - $6.98M
|
20K
$7.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
12.8K+ 209.27% |
$4.15M - $4.48M
|
19K
$6.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
9.44KNew |
$3.05M - $3.3M
|
9.44K
$3.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8.39KNew |
$2.71M - $2.93M
|
8.39K
$2.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.76KNew |
$2.51M - $2.71M
|
7.76K
$2.74M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.19KNew |
$2M - $2.16M
|
6.19K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
6.01KNew |
$1.94M - $2.1M
|
6.01K
$2.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
5.91KNew |
$1.91M - $2.06M
|
5.91K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.34KNew |
$1.73M - $1.86M
|
5.34K
$1.89M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.03KNew |
$1.3M - $1.41M
|
4.03K
$1.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.18K+ 88.52% |
$1.03M - $1.11M
|
6.78K
$2.39M
|
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
2.63KNew |
$851K - $919K
|
2.63K
$930K
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
2.49KNew |
$806K - $871K
|
2.49K
$880K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
2.3KNew |
$743K - $803K
|
2.3K
$812K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
1.97KNew |
$635K - $686K
|
1.97K
$693K
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.93KNew |
$624K - $674K
|
1.93K
$682K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.84KNew |
$595K - $643K
|
1.84K
$650K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.79K+ 22362.5% |
$578K - $625K
|
1.8K
$634K
|
|
|
Feb 13, 2025
Q4 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
1.74KNew |
$563K - $608K
|
1.74K
$615K
|
|