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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-140- 4.83% |
$41.3K - $45.7K
|
2.76K
$918K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-30- 1.83% |
$8.84K - $9.8K
|
1.61K
$536K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
215+ 15.99% |
$63.4K - $70.2K
|
1.56K
$519K
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.27KNew |
$964K - $1.07M
|
3.27K
$1.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
188+ 5.96% |
$55.4K - $61.4K
|
3.34K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 3.33% |
$295 - $327
|
31
$10.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-46- 1.31% |
$13.6K - $15K
|
3.47K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-11- 1.53% |
$3.24K - $3.59K
|
709
$236K
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
1.94KNew |
$572K - $634K
|
1.94K
$646K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
573New |
$169K - $187K
|
573
$191K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-31- 0.76% |
$9.14K - $10.1K
|
4.03K
$1.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2.32KNew |
$685K - $759K
|
2.32K
$774K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-12.2K- 4.94% |
$3.59M - $3.98M
|
234K
$77.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-25- 1.22% |
$7.37K - $8.17K
|
2.03K
$676K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
15+ 2.25% |
$4.42K - $4.9K
|
682
$227K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-125- 3.1% |
$36.8K - $40.8K
|
3.91K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
4.46K+ 41.18% |
$1.31M - $1.46M
|
15.3K
$5.09M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-20- 1.97% |
$5.9K - $6.53K
|
993
$331K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-65- 4.44% |
$19.2K - $21.2K
|
1.4K
$465K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-50- 11.11% |
$14.7K - $16.3K
|
400
$133K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-201- 2.16% |
$59.2K - $65.7K
|
9.09K
$3.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-4- 26.67% |
$1.18K - $1.31K
|
11
$3.66K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-35- 4.02% |
$10.3K - $11.4K
|
835
$278K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
75+ 18.89% |
$22.1K - $24.5K
|
472
$157K
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-38- 33.63% |
$11.2K - $12.4K
|
75
$25K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.05K- 95.71% |
$309K - $342K
|
47
$15.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
725+ 31.14% |
$214K - $237K
|
3.05K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-200- 3.29% |
$59K - $65.3K
|
5.89K
$1.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-379- 18.38% |
$112K - $124K
|
1.68K
$560K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-15- 1.09% |
$4.42K - $4.9K
|
1.36K
$451K
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
11.2KNew |
$3.31M - $3.67M
|
11.2K
$3.74M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1- 0.38% |
$295 - $327
|
261
$86.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-300- 3.18% |
$88.4K - $98K
|
9.13K
$3.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
67+ 4.47% |
$19.7K - $21.9K
|
1.57K
$521K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
975New |
$287K - $319K
|
975
$325K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-48- 7.4% |
$14.1K - $15.7K
|
601
$200K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-330- 6.6% |
$97.3K - $108K
|
4.67K
$1.55M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-49- 0.88% |
$14.4K - $16K
|
5.52K
$1.84M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
838New |
$247K - $274K
|
838
$279K
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
615New |
$181K - $201K
|
615
$205K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
723New |
$213K - $236K
|
723
$241K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
77+ 2.18% |
$22.7K - $25.2K
|
3.61K
$1.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-374- 1.93% |
$110K - $122K
|
19K
$6.32M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-21- 4.49% |
$6.19K - $6.86K
|
447
$149K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
51New |
$15K - $16.7K
|
51
$17K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-200- 21.91% |
$59K - $65.3K
|
713
$237K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
450+ 314.69% |
$133K - $147K
|
593
$197K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.64K+ 10.68% |
$778K - $863K
|
27.4K
$9.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-646- 1.0% |
$190K - $211K
|
63.8K
$21.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-14- 18.42% |
$4.13K - $4.57K
|
62
$20.6K
|