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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2026
Q4 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-74- 1.65% |
$27.5K - $28.9K
|
4.4K
$1.68M
|
|
|
Jan 29, 2026
Q4 2025
|
Veracity Capital LLC
|
BUY
|
- |
9+ 1.11% |
$3.34K - $3.51K
|
818
$311K
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
36.8K+ 63.52% |
$13.7M - $14.4M
|
94.8K
$36.1M
|
|
|
Jan 29, 2026
Q4 2025
|
Strategic Investment Management, LLC
|
SELL
|
- |
-14.7K- 23.47% |
$5.45M - $5.72M
|
47.8K
$18.2M
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-72- 2.73% |
$26.7K - $28.1K
|
2.57K
$978K
|
|
|
Jan 29, 2026
Q4 2025
|
Facet Wealth, Inc.
|
SELL
|
- |
-46- 2.37% |
$17.1K - $17.9K
|
1.89K
$721K
|
|
|
Jan 29, 2026
Q4 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
603New |
$224K - $235K
|
603
$229K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
SELL
|
- |
-14.7K- 3.7% |
$5.45M - $5.72M
|
382K
$145M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
42+ 0.92% |
$15.6K - $16.4K
|
4.62K
$1.76M
|
|
|
Jan 29, 2026
Q4 2025
|
High Point Wealth Management, LLC
Chester, NJ |
BUY
|
- |
57New |
$21.2K - $22.2K
|
57
$21.7K
|
|
|
Jan 29, 2026
Q4 2025
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.38% |
$371 - $390
|
262
$99.7K
|
|
|
Jan 29, 2026
Q4 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.76K- 13.39% |
$655K - $687K
|
11.4K
$4.34M
|
|
|
Jan 29, 2026
Q4 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-321- 0.13% |
$119K - $125K
|
244K
$92.9M
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-18- 0.43% |
$6.68K - $7.02K
|
4.16K
$1.58M
|
|
|
Jan 29, 2026
Q4 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1+ 0.13% |
$371 - $390
|
756
$288K
|
|
|
Jan 29, 2026
Q4 2025
|
Anchyra Partners LLC
Atlanta, GA |
BUY
|
- |
12.7KNew |
$4.7M - $4.94M
|
12.7K
$4.82M
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
SELL
|
- |
-108- 0.13% |
$40.1K - $42.1K
|
86.3K
$32.8M
|
|
|
Jan 29, 2026
Q4 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.71KNew |
$636K - $668K
|
1.71K
$652K
|
|
|
Jan 28, 2026
Q4 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-193- 5.0% |
$71.7K - $75.2K
|
3.67K
$1.39M
|
|
|
Jan 28, 2026
Q4 2025
|
M&T Bank Corp
|
SELL
|
- |
-4.17K- 46.6% |
$1.55M - $1.63M
|
4.78K
$1.82M
|
|
|
Jan 28, 2026
Q4 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
SELL
|
- |
-572- 6.19% |
$212K - $223K
|
8.66K
$3.3M
|
|
|
Jan 28, 2026
Q4 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-6- 0.82% |
$2.23K - $2.34K
|
729
$277K
|
|
|
Jan 28, 2026
Q4 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-1.62K- 1.28% |
$603K - $633K
|
125K
$47.7M
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-573- 0.71% |
$213K - $223K
|
79.9K
$30.4M
|
|
|
Jan 28, 2026
Q4 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-7- 1.05% |
$2.6K - $2.73K
|
658
$250K
|
|
|
Jan 28, 2026
Q4 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-13- 0.94% |
$4.83K - $5.07K
|
1.36K
$519K
|
|
|
Jan 28, 2026
Q4 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
205+ 4.23% |
$76.1K - $79.9K
|
5.05K
$1.92M
|
|
|
Jan 28, 2026
Q4 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
167+ 2.53% |
$62K - $65.1K
|
6.78K
$2.58M
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22.4K+ 16.69% |
$8.33M - $8.75M
|
157K
$59.7M
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
639+ 4.47% |
$237K - $249K
|
14.9K
$5.68M
|
|
|
Jan 28, 2026
Q4 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-438- 0.58% |
$163K - $171K
|
74.7K
$28.4M
|
|
|
Jan 28, 2026
Q4 2025
|
Calamos Wealth Management LLC
|
SELL
|
- |
-20.7K- 11.64% |
$7.7M - $8.09M
|
157K
$59.9M
|
|
|
Jan 27, 2026
Q4 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
147+ 8.6% |
$54.6K - $57.3K
|
1.86K
$707K
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
10New |
$3.71K - $3.9K
|
10
$3.81K
|
|
|
Jan 27, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
125+ 21.82% |
$46.4K - $48.7K
|
698
$266K
|
|
|
Jan 27, 2026
Q4 2025
|
Davidson Investment Advisors
|
BUY
|
- |
150+ 16.67% |
$55.7K - $58.5K
|
1.05K
$400K
|
|
|
Jan 27, 2026
Q4 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-320- 57.14% |
$119K - $125K
|
240
$91.3K
|
|
|
Jan 27, 2026
Q4 2025
|
Benchmark Financial, LLC
Wilmington, DE |
BUY
|
- |
680New |
$253K - $265K
|
680
$259K
|
|
|
Jan 27, 2026
Q4 2025
|
Smith, Salley & Associates
|
BUY
|
- |
12+ 0.37% |
$4.46K - $4.68K
|
3.22K
$1.23M
|
|
|
Jan 27, 2026
Q4 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-2.88K- 3.89% |
$1.07M - $1.12M
|
71.1K
$27.1M
|
|
|
Jan 27, 2026
Q4 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-7- 0.86% |
$2.6K - $2.73K
|
811
$309K
|
|
|
Jan 27, 2026
Q4 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2+ 0.24% |
$743 - $780
|
847
$322K
|
|
|
Jan 26, 2026
Q4 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-70- 2.13% |
$26K - $27.3K
|
3.21K
$1.22M
|
|
|
Jan 26, 2026
Q4 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-1.62K- 18.84% |
$603K - $633K
|
6.99K
$2.66M
|
|
|
Jan 26, 2026
Q4 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.08KNew |
$402K - $422K
|
1.08K
$412K
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.31K+ 1.99% |
$488K - $512K
|
67.3K
$25.6M
|
|
|
Jan 26, 2026
Q4 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-2.28K- 2.68% |
$847K - $889K
|
82.7K
$31.5M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-207- 0.49% |
$76.9K - $80.7K
|
41.8K
$15.9M
|
|
|
Jan 26, 2026
Q4 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
1+ 0.13% |
$371 - $390
|
783
$298K
|
|
|
Jan 26, 2026
Q4 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-484- 0.98% |
$180K - $189K
|
49K
$18.6M
|
|