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 09, 2026
Q4 2025
|
Diversified Trust CO
|
SELL
|
- |
-1- 0.05% |
$371 - $390
|
1.91K
$725K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
517New |
$192K - $202K
|
517
$197K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-159- 10.34% |
$59K - $62K
|
1.38K
$525K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
18+ 0.2% |
$6.68K - $7.02K
|
8.86K
$3.37M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.4K+ 3.43% |
$519K - $545K
|
42.2K
$16.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
10New |
$3.71K - $3.9K
|
10
$3.81K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
149+ 15.08% |
$55.3K - $58.1K
|
1.14K
$433K
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-248- 13.14% |
$92.1K - $96.7K
|
1.64K
$624K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-73- 2.58% |
$27.1K - $28.5K
|
2.75K
$1.05M
|
|
|
Jan 08, 2026
Q4 2025
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-9- 0.16% |
$3.34K - $3.51K
|
5.5K
$2.09M
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
3K+ 12.5% |
$1.11M - $1.17M
|
27K
$10.3M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
767New |
$285K - $299K
|
767
$292K
|
|
|
Jan 07, 2026
Q4 2025
|
Epiq Partners, LLC
|
BUY
|
- |
3.09K+ 5.16% |
$1.15M - $1.2M
|
62.9K
$23.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-20.9K- 97.17% |
$7.75M - $8.14M
|
607
$231K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
8+ 0.05% |
$2.97K - $3.12K
|
16.6K
$6.31M
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-252- 9.85% |
$93.6K - $98.3K
|
2.31K
$877K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
1New |
$371 - $390
|
1
$381
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
207+ 16.67% |
$76.9K - $80.7K
|
1.45K
$551K
|
|
|
Jan 07, 2026
Q4 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-418- 3.02% |
$155K - $163K
|
13.4K
$5.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2+ 0.06% |
$743 - $780
|
3.32K
$1.26M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
176+ 31.1% |
$65.4K - $68.6K
|
742
$282K
|
|
|
Jan 05, 2026
Q4 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-3.67K- 5.89% |
$1.36M - $1.43M
|
58.6K
$22.3M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.99K+ 160.8% |
$1.85M - $1.94M
|
8.09K
$3.08M
|
|
|
Jan 05, 2026
Q4 2025
|
First Hawaiian Bank
|
SELL
|
- |
-129- 1.49% |
$47.9K - $50.3K
|
8.51K
$3.24M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-67- 25.57% |
$24.9K - $26.1K
|
195
$74.2K
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-152- 3.46% |
$53.4K - $57.7K
|
4.24K
$1.61M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-264- 87.13% |
$92.7K - $100K
|
39
$14.8K
|
|
|
Dec 17, 2025
Q3 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-2- 0.19% |
$702 - $760
|
1.07K
$406K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-13- 1.22% |
$4.56K - $4.94K
|
1.06K
$402K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
353+ 14.86% |
$124K - $134K
|
2.73K
$1.04M
|
|
|
Dec 01, 2025
Q3 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-16- 2.13% |
$5.62K - $6.08K
|
734
$279K
|
|
|
Nov 21, 2025
Q3 2025
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-765- 5.91% |
$269K - $291K
|
12.2K
$4.63M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.15K+ 7.27% |
$754K - $816K
|
31.7K
$12.1M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
957New |
$336K - $363K
|
957
$364K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
78+ 3.3% |
$27.4K - $29.6K
|
2.44K
$928K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.33K- 0.59% |
$468K - $506K
|
225K
$85.6M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
518+ 380.88% |
$182K - $197K
|
654
$249K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
345+ 6.31% |
$121K - $131K
|
5.82K
$2.21M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
58+ 0.26% |
$20.4K - $22K
|
22.1K
$8.42M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.66K+ 1.49% |
$932K - $1.01M
|
180K
$68.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
65+ 0.18% |
$22.8K - $24.7K
|
37.1K
$14.1M
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
32+ 0.64% |
$11.2K - $12.2K
|
5.06K
$1.93M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-13- 0.16% |
$4.56K - $4.94K
|
8.02K
$3.05M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5+ 0.25% |
$1.76K - $1.9K
|
2.02K
$768K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-14- 0.16% |
$4.91K - $5.32K
|
8.94K
$3.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.3K- 6.2% |
$457K - $495K
|
19.7K
$7.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
487+ 21.39% |
$171K - $185K
|
2.76K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-400- 0.82% |
$140K - $152K
|
48.6K
$18.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-876- 7.5% |
$308K - $333K
|
10.8K
$4.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.03% |
$351 - $380
|
3.87K
$1.47M
|
|