Latest Institutional Transactions on Ishares Russell 3000 ETF (IWV)
This table provides information on the latest institutional transactions involving Ishares Russell 3000 ETF (IWV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-31- 0.56% |
$9.71K - $10.8K
|
5.48K
$1.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-3.31K- 3.87% |
$1.04M - $1.16M
|
82.1K
$24.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-45- 11.6% |
$14.1K - $15.7K
|
343
$103K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
46+ 0.24% |
$14.4K - $16.1K
|
18.8K
$5.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
10+ 0.06% |
$3.13K - $3.5K
|
16.9K
$5.04M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
4+ 0.24% |
$1.25K - $1.4K
|
1.69K
$505K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
632+ 4.73% |
$198K - $221K
|
14K
$4.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
SELL
|
- |
-70- 2.67% |
$21.9K - $24.5K
|
2.55K
$762K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.36K- 60.2% |
$738K - $825K
|
1.56K
$466K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2.69K- 12.84% |
$842K - $941K
|
18.3K
$5.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-29- 0.31% |
$9.08K - $10.1K
|
9.39K
$2.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-34- 0.16% |
$10.6K - $11.9K
|
20.9K
$6.25M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.31K+ 3.79% |
$411K - $460K
|
36K
$10.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-538- 1.39% |
$168K - $188K
|
38.2K
$11.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-400- 9.09% |
$125K - $140K
|
4K
$1.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-195- 19.1% |
$61.1K - $68.2K
|
826
$247K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.07K- 39.01% |
$333K - $373K
|
1.67K
$498K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
10+ 1.54% |
$3.13K - $3.5K
|
660
$197K
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-25- 0.96% |
$7.83K - $8.75K
|
2.59K
$775K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4+ 0.14% |
$1.25K - $1.4K
|
2.81K
$841K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-119- 0.75% |
$37.3K - $41.6K
|
15.6K
$4.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-164- 1.8% |
$51.3K - $57.4K
|
8.97K
$2.68M
|
|
|
Apr 15, 2025
Q1 2025
|
Strategic Equity Management
|
BUY
|
- |
2.3K+ 4.57% |
$720K - $805K
|
52.6K
$15.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-237- 8.16% |
$74.2K - $82.9K
|
2.67K
$798K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-515- 4.74% |
$161K - $180K
|
10.4K
$3.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.03K+ 17.13% |
$636K - $710K
|
13.9K
$4.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
81+ 10.2% |
$25.4K - $28.3K
|
875
$262K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-255- 0.35% |
$79.8K - $89.2K
|
73.3K
$21.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-46- 1.56% |
$14.4K - $16.1K
|
2.9K
$868K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
331+ 3.91% |
$104K - $116K
|
8.8K
$2.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-15.7K- 28.89% |
$4.9M - $5.48M
|
38.6K
$11.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
28+ 0.43% |
$8.77K - $9.8K
|
6.53K
$1.95M
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-8.24K- 8.39% |
$2.58M - $2.88M
|
90K
$26.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
BUY
|
- |
7+ 0.07% |
$2.19K - $2.45K
|
10.2K
$3.04M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-377- 32.39% |
$118K - $132K
|
787
$235K
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.11K+ 5.51% |
$661K - $738K
|
40.4K
$12.1M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-29- 0.33% |
$9.08K - $10.1K
|
8.74K
$2.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.76K- 75.23% |
$1.18M - $1.31M
|
1.24K
$370K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-78- 4.98% |
$24.4K - $27.3K
|
1.49K
$445K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-98- 8.13% |
$30.7K - $34.3K
|
1.11K
$331K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
633+ 6.34% |
$198K - $221K
|
10.6K
$3.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-250- 9.98% |
$78.3K - $87.5K
|
2.25K
$674K
|
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
8.63K+ 76.84% |
$2.7M - $3.02M
|
19.9K
$5.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Epiq Partners, LLC
|
BUY
|
- |
4.06K+ 7.62% |
$1.27M - $1.42M
|
57.2K
$17.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-195- 3.34% |
$61.1K - $68.2K
|
5.64K
$1.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2+ 0.23% |
$626 - $700
|
876
$262K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-138- 1.99% |
$43.2K - $48.3K
|
6.79K
$2.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
3+ 0.05% |
$939 - $1.05K
|
6.43K
$1.92M
|
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
BUY
|
- |
400+ 41.37% |
$125K - $140K
|
1.37K
$409K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-152- 2.78% |
$47.6K - $53.2K
|
5.31K
$1.59M
|