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 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.3KClosed |
$312K - $332K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
19New |
$4.57K - $4.86K
|
19
$6.33K
|
|
Jul 13, 2021
Q2 2021
|
Bremer Bank National Association
|
SELL
|
- |
-2.5KClosed |
$601K - $640K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.82KClosed |
$401K - $435K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-124Closed |
$27.4K - $29.7K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-50Closed |
$11K - $12K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-3.64KClosed |
$803K - $872K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-1.12KClosed |
$248K - $269K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.56KNew |
$343K - $373K
|
1.56K
$518K
|
|
May 12, 2021
Q1 2021
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-1.39KClosed |
$306K - $332K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-30.6KClosed |
$6.75M - $7.33M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-3.8KClosed |
$838K - $910K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-48- 3.31% |
$10.6K - $11.5K
|
1.4K
$467K
|
|
May 04, 2021
Q1 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
144+ 1.56% |
$31.8K - $34.5K
|
9.36K
$3.12M
|
|
Apr 28, 2021
Q1 2021
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-14.7KClosed |
$3.25M - $3.52M
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.5KClosed |
$331K - $359K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 19, 2021
Q4 2020
|
Albion Financial Group
|
BUY
|
- |
558New |
$107K - $125K
|
558
$186K
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
402New |
$77.2K - $89.9K
|
402
$134K
|
|
Feb 16, 2021
Q4 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
27New |
$5.18K - $6.04K
|
27
$8.99K
|
|
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.39KClosed |
$651K - $758K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-6.34KClosed |
$1.22M - $1.42M
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-17.6KClosed |
$3.38M - $3.94M
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-100Closed |
$19.2K - $22.4K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
1.9KNew |
$364K - $424K
|
1.9K
$631K
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-101Closed |
$19.4K - $22.6K
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
Regis Management CO LLC
|
SELL
|
- |
-461- 1.29% |
$88.5K - $103K
|
35.3K
$11.8M
|
|
Q3 2020 | |||||||
Nov 30, 2020
Q3 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-17.6KClosed |
$3.18M - $3.66M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-1.77KClosed |
$320K - $369K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-100Closed |
$18.1K - $20.9K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-164KClosed |
$29.7M - $34.2M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Advisor Os, LLC
|
SELL
|
- |
-15.5KClosed |
$2.81M - $3.24M
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Atlas Private Wealth Management
|
SELL
|
- |
-67Closed |
$12.1K - $14K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.4KClosed |
$253K - $292K
|
0
$0
|
|
Nov 04, 2020
Q3 2020
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1Closed |
$181 - $209
|
0
$0
|
|
Nov 03, 2020
Q3 2020
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-12.4K- 98.81% |
$2.25M - $2.6M
|
150
$49.9K
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
1.22KNew |
$220K - $254K
|
1.22K
$405K
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
448+ 1.5% |
$63.3K - $84.6K
|
30.3K
$10.1M
|
|
Aug 14, 2020
Q2 2020
|
Portfolio Solutions, LLC
Troy, MI |
SELL
|
- |
-262- 16.85% |
$37K - $49.5K
|
1.29K
$430K
|
|
Aug 14, 2020
Q2 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-560- 24.59% |
$79.1K - $106K
|
1.72K
$572K
|
|
Aug 14, 2020
Q2 2020
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-231KClosed |
$32.7M - $43.6M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Brr Op Co, LLC
|
BUY
|
- |
1.3KNew |
$184K - $246K
|
1.3K
$433K
|
|
Aug 12, 2020
Q2 2020
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-900- 27.27% |
$127K - $170K
|
2.4K
$799K
|
|
Aug 12, 2020
Q2 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-15Closed |
$2.12K - $2.83K
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.86KClosed |
$262K - $350K
|
0
$0
|
|
Aug 05, 2020
Q2 2020
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-135Closed |
$19.1K - $25.5K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Cva Family Office, LLC
|
SELL
|
- |
-6.66K- 60.2% |
$941K - $1.26M
|
4.4K
$1.46M
|
|
Jul 27, 2020
Q2 2020
|
S.A. Mason LLC
|
SELL
|
- |
-307Closed |
$43.4K - $58K
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Hershey Trust CO
Hershey, PA |
SELL
|
- |
-57.5KClosed |
$8.13M - $10.9M
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1Closed |
$141 - $189
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Cumberland Advisors Inc
|
SELL
|
- |
-53.8KClosed |
$7.6M - $10.1M
|
0
$0
|