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 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
22+ 1.01% |
$5.9K - $6.6K
|
2.2K
$751K
|
|
|
Apr 22, 2024
Q1 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
8+ 0.57% |
$2.15K - $2.4K
|
1.42K
$484K
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
7+ 0.07% |
$1.88K - $2.1K
|
10.4K
$3.56M
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$268 - $300
|
1.1K
$374K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1+ 0.04% |
$268 - $300
|
2.71K
$927K
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
1+ 0.13% |
$268 - $300
|
744
$254K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1+ 0.09% |
$268 - $300
|
1.11K
$379K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
93.4KNew |
$21.9M - $25.7M
|
93.4K
$31.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
93.4KNew |
$21.9M - $25.7M
|
93.4K
$31.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
61.5K+ 3841.25% |
$14.4M - $16.9M
|
63.1K
$21.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
39.1K+ 1914.54% |
$9.17M - $10.8M
|
41.2K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
24.6KNew |
$5.76M - $6.75M
|
24.6K
$8.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
15.3KNew |
$3.59M - $4.22M
|
15.3K
$5.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
7.86KNew |
$1.84M - $2.16M
|
7.86K
$2.69M
|
|
|
Jun 13, 2024
Q4 2023
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
7.37KNew |
$1.73M - $2.03M
|
7.37K
$2.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
4.93KNew |
$1.16M - $1.36M
|
4.93K
$1.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.85KNew |
$901K - $1.06M
|
3.85K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
3.62K+ 78.48% |
$849K - $995K
|
8.24K
$2.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.9KNew |
$680K - $798K
|
2.9K
$993K
|
|
|
Feb 09, 2024
Q4 2023
|
12th Street Asset Management Company, LLC
Nashville, TN |
BUY
|
- |
2.25KNew |
$528K - $619K
|
2.25K
$770K
|
|
|
Feb 06, 2024
Q4 2023
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
2.16KNew |
$505K - $592K
|
2.16K
$737K
|
|
|
Feb 01, 2024
Q4 2023
|
Harbor Advisors LLC
|
BUY
|
- |
2KNew |
$469K - $550K
|
2K
$684K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
1.84KNew |
$431K - $505K
|
1.84K
$628K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
BUY
|
- |
1.67KNew |
$390K - $458K
|
1.67K
$570K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.5KNew |
$352K - $412K
|
1.5K
$513K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.26KNew |
$295K - $346K
|
1.26K
$430K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
1.21K+ 240.0% |
$284K - $333K
|
1.72K
$587K
|
|
|
Jan 25, 2024
Q4 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1.16KNew |
$271K - $317K
|
1.16K
$395K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.12KNew |
$263K - $308K
|
1.12K
$384K
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
BUY
|
- |
1.09KNew |
$256K - $301K
|
1.09K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.08KNew |
$252K - $296K
|
1.08K
$368K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
1.02KNew |
$239K - $280K
|
1.02K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1KNew |
$235K - $275K
|
1K
$342K
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
989New |
$232K - $272K
|
989
$338K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
924New |
$217K - $254K
|
924
$316K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
850New |
$199K - $234K
|
850
$291K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
824New |
$193K - $226K
|
824
$282K
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
811New |
$190K - $223K
|
811
$277K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
800New |
$187K - $220K
|
800
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
783New |
$184K - $215K
|
783
$268K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
783New |
$184K - $215K
|
783
$268K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
783New |
$184K - $215K
|
783
$268K
|
|
|
Feb 07, 2024
Q4 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
775New |
$182K - $213K
|
775
$265K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
765New |
$179K - $210K
|
765
$262K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
764New |
$179K - $210K
|
764
$261K
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
755New |
$177K - $208K
|
755
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
735New |
$172K - $202K
|
735
$251K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
669+ 23.01% |
$157K - $184K
|
3.58K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
435New |
$102K - $120K
|
435
$149K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
328New |
$76.9K - $90.2K
|
328
$112K
|
|