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 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
67+ 17.27% |
$14.1K - $17.8K
|
455
$151K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-200- 4.5% |
$42.1K - $53.1K
|
4.24K
$1.41M
|
|
|
Nov 03, 2022
Q2 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.39KNew |
$293K - $369K
|
1.39K
$463K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
59New |
$12.4K - $15.7K
|
59
$19.6K
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
122New |
$25.7K - $32.4K
|
122
$40.6K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.24KClosed |
$261K - $328K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-400Closed |
$84.3K - $106K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-773Closed |
$163K - $205K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-340Closed |
$71.6K - $90.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
PUT |
-45KClosed |
$9.48M - $11.9M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-904Closed |
$190K - $240K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
225New |
$47.4K - $59.7K
|
225
$74.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-810Closed |
$171K - $215K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.05KNew |
$431K - $543K
|
2.05K
$681K
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2.5KNew |
$527K - $663K
|
2.5K
$832K
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-7.05KClosed |
$1.49M - $1.87M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
185New |
$39K - $49.1K
|
185
$61.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.05KNew |
$221K - $278K
|
1.05K
$349K
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
6.02KNew |
$1.27M - $1.6M
|
6.02K
$2M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-49Closed |
$10.3K - $13K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-295- 64.13% |
$62.1K - $78.3K
|
165
$54.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.2KClosed |
$254K - $319K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.39K- 99.41% |
$714K - $899K
|
20
$6.66K
|
|
|
Aug 11, 2022
Q2 2022
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-785Closed |
$165K - $208K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-380Closed |
$80K - $101K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-100- 33.33% |
$21.1K - $26.5K
|
200
$66.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
385+ 30.46% |
$81.1K - $102K
|
1.65K
$549K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
21New |
$4.42K - $5.57K
|
21
$6.99K
|
|
|
Aug 08, 2022
Q2 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-2.08KClosed |
$438K - $552K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-65- 57.02% |
$13.7K - $17.2K
|
49
$16.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
38New |
$8K - $10.1K
|
38
$12.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
215New |
$45.3K - $57K
|
215
$71.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
2.39KNew |
$503K - $633K
|
2.39K
$794K
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-1KClosed |
$211K - $266K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-57Closed |
$12K - $15.1K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-11.2KClosed |
$2.35M - $2.96M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
American Family Insurance Mutual Holding CO
|
SELL
|
- |
-593KClosed |
$125M - $157M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.1K- 94.73% |
$231K - $291K
|
61
$20.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
6.17KNew |
$1.3M - $1.64M
|
6.17K
$2.05M
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.25KClosed |
$263K - $331K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.25% |
$632 - $796
|
1.22K
$406K
|
|
|
Jul 25, 2022
Q2 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-886Closed |
$187K - $235K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.19% |
$211 - $265
|
525
$175K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-810Closed |
$171K - $215K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
SELL
|
- |
-1.02KClosed |
$214K - $269K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.86KClosed |
$602K - $758K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Jacobs & CO
|
SELL
|
- |
-75- 7.1% |
$15.8K - $19.9K
|
982
$327K
|
|
|
Jul 18, 2022
Q2 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.16KNew |
$243K - $306K
|
1.16K
$384K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
90+ 1.42% |
$19K - $23.9K
|
6.41K
$2.13M
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-200Closed |
$42.1K - $53.1K
|
0
$0
|