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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
30New |
$6.32K - $7.96K
|
30
$9.99K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
18+ 180.0% |
$3.79K - $4.78K
|
28
$9.32K
|
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.3KClosed |
$274K - $345K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
10+ 7.41% |
$2.11K - $2.65K
|
145
$48.3K
|
|
|
Jul 11, 2022
Q2 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.03KClosed |
$218K - $274K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-2.47KClosed |
$520K - $655K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Riverbridge Partners LLC
|
SELL
|
- |
-6.65KClosed |
$1.4M - $1.76M
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-40- 2.96% |
$8.43K - $10.6K
|
1.31K
$436K
|
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-875Closed |
$184K - $232K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Virginia National Bank
|
SELL
|
- |
-28- 1.57% |
$5.9K - $7.43K
|
1.76K
$585K
|
|
| Q1 2022 | |||||||
|
Jun 30, 2022
Q1 2022
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-55KClosed |
$13.3M - $15.3M
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-434Closed |
$105K - $121K
|
0
$0
|
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-726Closed |
$176K - $203K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hemenway Trust CO LLC
|
SELL
|
- |
-800Closed |
$194K - $223K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
14+ 0.3% |
$3.39K - $3.91K
|
4.68K
$1.56M
|
|
|
May 16, 2022
Q1 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-728Closed |
$176K - $203K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-17- 12.5% |
$4.11K - $4.74K
|
119
$39.6K
|
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-131Closed |
$31.7K - $36.6K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-330Closed |
$79.9K - $92.1K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.92KClosed |
$465K - $536K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.16KClosed |
$523K - $603K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
49New |
$11.9K - $13.7K
|
49
$16.3K
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-6Closed |
$1.45K - $1.67K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-355Closed |
$85.9K - $99.1K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-31Closed |
$7.5K - $8.65K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-997Closed |
$241K - $278K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-120KClosed |
$29M - $33.4M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-1.06KClosed |
$256K - $295K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-989Closed |
$239K - $276K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.05KClosed |
$254K - $293K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-250Closed |
$60.5K - $69.8K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-46Closed |
$11.1K - $12.8K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-150Closed |
$36.3K - $41.9K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
138+ 9.77% |
$33.4K - $38.5K
|
1.55K
$516K
|
|
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-3.78KClosed |
$916K - $1.06M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-732Closed |
$177K - $204K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
155New |
$37.5K - $43.3K
|
155
$51.6K
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-32- 91.43% |
$7.74K - $8.93K
|
3
$999
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-961Closed |
$233K - $268K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1KNew |
$255K - $279K
|
1K
$333K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-198Closed |
$50.4K - $55.3K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-206Closed |
$52.5K - $57.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-35Closed |
$8.91K - $9.77K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
38New |
$9.68K - $10.6K
|
38
$12.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
SELL
|
- |
-42- 3.71% |
$10.7K - $11.7K
|
1.09K
$363K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
93New |
$23.7K - $26K
|
93
$31K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-19Closed |
$4.84K - $5.3K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.25KNew |
$827K - $907K
|
3.25K
$1.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
55New |
$14K - $15.4K
|
55
$18.3K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
22.2KNew |
$5.65M - $6.2M
|
22.2K
$7.39M
|
|