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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-22- 1.99% |
$7.72K - $8.36K
|
1.09K
$413K
|
|
|
Oct 20, 2025
Q3 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
9.29KNew |
$3.26M - $3.53M
|
9.29K
$3.53M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2+ 0.24% |
$702 - $760
|
845
$322K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1+ 0.09% |
$351 - $380
|
1.1K
$420K
|
|
|
Oct 20, 2025
Q3 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-55- 0.59% |
$19.3K - $20.9K
|
9.29K
$3.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
2+ 0.03% |
$702 - $760
|
6.19K
$2.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.05% |
$351 - $380
|
1.89K
$720K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
27+ 0.21% |
$9.48K - $10.3K
|
12.7K
$4.82M
|
|
|
Oct 17, 2025
Q3 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8+ 0.24% |
$2.81K - $3.04K
|
3.32K
$1.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
124+ 1.0% |
$43.5K - $47.1K
|
12.5K
$4.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-61- 0.44% |
$21.4K - $23.2K
|
13.8K
$5.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-2.43K- 79.59% |
$851K - $921K
|
622
$237K
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2+ 0.01% |
$702 - $760
|
22.9K
$8.71M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
4+ 0.25% |
$1.4K - $1.52K
|
1.62K
$616K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-133- 7.9% |
$46.7K - $50.5K
|
1.55K
$590K
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
37+ 0.4% |
$13K - $14.1K
|
9.4K
$3.58M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
555New |
$195K - $211K
|
555
$211K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
144+ 3.89% |
$50.5K - $54.7K
|
3.85K
$1.46M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
168+ 107.01% |
$59K - $63.8K
|
325
$124K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
559New |
$196K - $212K
|
559
$213K
|
|
|
Oct 16, 2025
Q3 2025
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-372- 2.04% |
$131K - $141K
|
17.9K
$6.79M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
59+ 0.24% |
$20.7K - $22.4K
|
24.7K
$9.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-60- 9.09% |
$21.1K - $22.8K
|
600
$228K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
566New |
$199K - $215K
|
566
$215K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
925+ 5.09% |
$325K - $351K
|
19.1K
$7.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-273- 7.21% |
$95.8K - $104K
|
3.51K
$1.34M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-662- 18.69% |
$232K - $251K
|
2.88K
$1.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
246+ 3.16% |
$86.4K - $93.4K
|
8.02K
$3.05M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.17% |
$351 - $380
|
581
$221K
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.41K- 32.31% |
$1.2M - $1.29M
|
7.14K
$2.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-30- 3.97% |
$10.5K - $11.4K
|
725
$276K
|
|
|
Oct 15, 2025
Q3 2025
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-220- 9.73% |
$77.2K - $83.6K
|
2.04K
$776K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-8- 0.34% |
$2.81K - $3.04K
|
2.33K
$886K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-633- 14.78% |
$222K - $240K
|
3.65K
$1.39M
|
|
|
Oct 15, 2025
Q3 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2+ 0.23% |
$702 - $760
|
880
$335K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-65- 7.4% |
$22.8K - $24.7K
|
813
$309K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.13K+ 4.01% |
$749K - $810K
|
55.3K
$21M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1- 0.05% |
$351 - $380
|
2.19K
$834K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-150- 1.01% |
$52.7K - $57K
|
14.7K
$5.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
7.64K+ 22.26% |
$2.68M - $2.9M
|
42K
$16M
|
|
|
Oct 14, 2025
Q3 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-690- 49.08% |
$242K - $262K
|
716
$272K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.01K- 1.21% |
$355K - $384K
|
82.3K
$31.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.66K+ 134.47% |
$583K - $631K
|
2.9K
$1.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2+ 0.18% |
$702 - $760
|
1.11K
$422K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-44- 0.59% |
$15.4K - $16.7K
|
7.4K
$2.82M
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.34% |
$702 - $760
|
585
$223K
|
|
|
Oct 10, 2025
Q3 2025
|
Fluent Financial, LLC
|
BUY
|
- |
19+ 1.69% |
$6.67K - $7.22K
|
1.15K
$436K
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.33K+ 0.45% |
$465K - $503K
|
295K
$112M
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-369- 16.43% |
$130K - $140K
|
1.88K
$714K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-566- 0.79% |
$199K - $215K
|
71.2K
$27.1M
|
|