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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-11- 1.11% |
$3.44K - $3.85K
|
982
$374K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
100+ 14.77% |
$31.3K - $35K
|
777
$296K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.21KNew |
$379K - $423K
|
1.21K
$460K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
BUY
|
- |
6+ 0.82% |
$1.88K - $2.1K
|
735
$280K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.92K+ 16.89% |
$602K - $673K
|
13.3K
$5.06M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
SELL
|
- |
-984- 27.46% |
$308K - $344K
|
2.6K
$989K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
480+ 57.28% |
$150K - $168K
|
1.32K
$502K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-14- 0.91% |
$4.38K - $4.9K
|
1.52K
$579K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-1.48K- 41.16% |
$463K - $518K
|
2.12K
$805K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
40+ 3.52% |
$12.5K - $14K
|
1.18K
$447K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.72KNew |
$1.16M - $1.3M
|
3.72K
$1.41M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
108New |
$33.8K - $37.8K
|
108
$41.1K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-2.32K- 58.14% |
$725K - $811K
|
1.67K
$635K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-5- 1.41% |
$1.57K - $1.75K
|
350
$133K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.93KNew |
$605K - $676K
|
1.93K
$735K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-889- 25.78% |
$278K - $311K
|
2.56K
$974K
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-35.2K- 100.0% |
$11M - $12.3M
|
1
$381
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
584New |
$183K - $204K
|
584
$222K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.67KNew |
$522K - $584K
|
1.67K
$635K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-32- 0.82% |
$10K - $11.2K
|
3.89K
$1.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Davidson Investment Advisors
|
SELL
|
- |
-318- 26.11% |
$99.6K - $111K
|
900
$342K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-29- 2.06% |
$9.08K - $10.1K
|
1.38K
$524K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
1.31KNew |
$411K - $460K
|
1.31K
$500K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-619- 49.36% |
$194K - $217K
|
635
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5New |
$1.57K - $1.75K
|
5
$1.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
156New |
$48.8K - $54.6K
|
156
$59.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-15- 2.07% |
$4.7K - $5.25K
|
710
$270K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.02K+ 152.45% |
$632K - $707K
|
3.35K
$1.27M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-52- 5.26% |
$16.3K - $18.2K
|
937
$357K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.32KNew |
$1.66M - $1.86M
|
5.32K
$2.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.03% |
$313 - $350
|
3.17K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
SELL
|
- |
-180- 8.93% |
$56.4K - $63K
|
1.84K
$698K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-62- 8.02% |
$19.4K - $21.7K
|
711
$271K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-119- 9.48% |
$37.3K - $41.6K
|
1.14K
$432K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
BUY
|
- |
242+ 90.64% |
$75.8K - $84.7K
|
509
$194K
|
|
|
Apr 23, 2025
Q1 2025
|
Atala Financial Inc
Calabasas, CA |
SELL
|
- |
-150- 4.32% |
$47K - $52.5K
|
3.32K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
138New |
$43.2K - $48.3K
|
138
$52.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 22.22% |
$626 - $700
|
11
$4.19K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
1.59KNew |
$498K - $556K
|
1.59K
$605K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-31- 0.56% |
$9.71K - $10.8K
|
5.48K
$2.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-45- 11.6% |
$14.1K - $15.7K
|
343
$131K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-78- 4.98% |
$24.4K - $27.3K
|
1.49K
$566K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2+ 0.25% |
$626 - $700
|
812
$309K
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
SELL
|
- |
-338- 11.97% |
$106K - $118K
|
2.49K
$946K
|
|
|
Apr 10, 2025
Q1 2025
|
Foster Group, Inc.
|
SELL
|
- |
-100- 5.52% |
$31.3K - $35K
|
1.71K
$651K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-239- 23.34% |
$74.8K - $83.6K
|
785
$299K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$31.3K - $35K
|
100
$38.1K
|
|
| Q4 2024 | |||||||
|
May 05, 2025
Q4 2024
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
819New |
$265K - $286K
|
819
$312K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
248New |
$80.1K - $86.6K
|
248
$94.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.68KNew |
$541K - $585K
|
1.68K
$638K
|
|