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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-7- 0.28% |
$1.97K - $2.46K
|
2.46K
$936K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-905- 6.41% |
$255K - $318K
|
13.2K
$5.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
534+ 3.8% |
$150K - $187K
|
14.6K
$5.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
658+ 84.79% |
$185K - $231K
|
1.43K
$546K
|
|
|
Aug 14, 2025
Q2 2025
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
668New |
$188K - $234K
|
668
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-54- 49.54% |
$15.2K - $19K
|
55
$20.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
985K+ 31808.4% |
$277M - $346M
|
988K
$376M
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
1.91KNew |
$537K - $669K
|
1.91K
$725K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20.1K+ 62656.25% |
$5.65M - $7.04M
|
20.1K
$7.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-17- 6.42% |
$4.79K - $5.97K
|
248
$94.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
686New |
$193K - $241K
|
686
$261K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-5.58K- 24.44% |
$1.57M - $1.96M
|
17.2K
$6.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.5KNew |
$985K - $1.23M
|
3.5K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.57K+ 38.53% |
$443K - $552K
|
5.66K
$2.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
370New |
$104K - $130K
|
370
$141K
|
|
|
Aug 13, 2025
Q2 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-11.2K- 56.55% |
$3.16M - $3.94M
|
8.63K
$3.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-476- 20.31% |
$134K - $167K
|
1.87K
$711K
|
|
|
Aug 12, 2025
Q2 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.38K- 49.73% |
$387K - $483K
|
1.39K
$529K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
57.8K+ 35000.0% |
$16.3M - $20.3M
|
57.9K
$22M
|
|
|
Aug 12, 2025
Q2 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-160- 1.39% |
$45.1K - $56.2K
|
11.4K
$4.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-235- 19.68% |
$66.2K - $82.5K
|
959
$365K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.72KNew |
$1.05M - $1.3M
|
3.72K
$1.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-3- 75.0% |
$845 - $1.05K
|
1
$381
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
4.76KNew |
$1.34M - $1.67M
|
4.76K
$1.81M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
533New |
$150K - $187K
|
533
$203K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-46- 2.23% |
$13K - $16.1K
|
2.02K
$769K
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.85KNew |
$1.08M - $1.35M
|
3.85K
$1.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-17- 9.24% |
$4.79K - $5.97K
|
167
$63.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-769- 11.52% |
$217K - $270K
|
5.91K
$2.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.45K- 32.75% |
$408K - $509K
|
2.98K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
32+ 0.13% |
$9.01K - $11.2K
|
24.8K
$9.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.56KNew |
$1M - $1.25M
|
3.56K
$1.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Family Firm, Inc.
|
SELL
|
- |
-9.44K- 4.87% |
$2.66M - $3.31M
|
184K
$70.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-29- 5.17% |
$8.17K - $10.2K
|
532
$202K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-3.6K- 50.87% |
$1.01M - $1.26M
|
3.48K
$1.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-164- 0.19% |
$46.2K - $57.6K
|
87.4K
$33.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-65- 3.69% |
$18.3K - $22.8K
|
1.7K
$645K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-84- 16.9% |
$23.7K - $29.5K
|
413
$157K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
3.89KNew |
$1.1M - $1.37M
|
3.89K
$1.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-750- 20.91% |
$211K - $263K
|
2.84K
$1.08M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-50- 25.25% |
$14.1K - $17.6K
|
148
$56.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
133+ 0.08% |
$37.5K - $46.7K
|
160K
$60.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
4.47KNew |
$1.26M - $1.57M
|
4.47K
$1.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
594New |
$167K - $208K
|
594
$226K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-104- 23.16% |
$29.3K - $36.5K
|
345
$131K
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.98KNew |
$840K - $1.05M
|
2.98K
$1.13M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5.12KNew |
$1.44M - $1.8M
|
5.12K
$1.95M
|
|
|
Aug 06, 2025
Q2 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-1.6K- 55.7% |
$450K - $561K
|
1.27K
$484K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-20- 2.72% |
$5.63K - $7.02K
|
716
$272K
|
|