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 17, 2019
Q2 2019
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
1.4KNew |
N/A
|
1.4K
$465K
|
|
|
Jul 12, 2019
Q2 2019
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-42.9KClosed |
N/A
|
0
$0
|
|
|
Jul 01, 2019
Q2 2019
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-10.8KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 17, 2021
Q1 2019
|
Miramar Fiduciary Corp
Reno, NV |
SELL
|
- |
-5.42KClosed |
N/A
|
0
$0
|
|
|
May 16, 2019
Q1 2019
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-650Closed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-24.2KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
10.6KNew |
N/A
|
10.6K
$3.53M
|
|
|
May 14, 2019
Q1 2019
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-1.15KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
American Capital Management Inc
New York, NY |
SELL
|
- |
-8.97KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-31.8KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.02KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Fusion Family Wealth LLC
|
SELL
|
- |
-40Closed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.39KClosed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.8KClosed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-31Closed |
N/A
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Barings LLC
|
SELL
|
- |
-111KClosed |
N/A
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2.49KClosed |
N/A
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.81KClosed |
N/A
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Arrow Financial Corp
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-1.47KClosed |
N/A
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
James Investment Research Inc
|
BUY
|
- |
1.8KNew |
N/A
|
1.8K
$598K
|
|
|
Apr 22, 2019
Q1 2019
|
Miller Howard Investments Inc
|
SELL
|
- |
-50KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-14.9KClosed |
N/A
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-355Closed |
N/A
|
0
$0
|
|
|
Apr 08, 2019
Q1 2019
|
Divergent Wealth Advisors
|
SELL
|
- |
-6.13KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Jun 12, 2019
Q4 2018
|
First National Corp
|
BUY
|
- |
2.9KNew |
N/A
|
2.9K
$966K
|
|
|
Feb 14, 2019
Q4 2018
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-2.55KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-6.23KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
First City Capital Management, Inc.
|
SELL
|
- |
-3.66KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-92.3KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.31KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Signature Wealth Management Group
|
SELL
|
- |
-323Closed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-3.3KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
8.36KNew |
N/A
|
8.36K
$2.78M
|
|
|
Feb 04, 2019
Q4 2018
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.48KClosed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-66Closed |
N/A
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-230Closed |
N/A
|
0
$0
|
|
|
Jan 16, 2019
Q4 2018
|
Cmh Wealth Management LLC
|
SELL
|
- |
-43KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.65KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-1.18KClosed |
N/A
|
0
$0
|
|
|
Jan 14, 2019
Q4 2018
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-15.8K- 87.14% |
N/A
|
2.33K
$777K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
169New |
N/A
|
169
$56.3K
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
2.88KNew |
N/A
|
2.88K
$958K
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-11Closed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-47- 29.75% |
N/A
|
111
$37K
|
|
|
Nov 14, 2018
Q3 2018
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-503Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
F3 Logic, LLC
|
SELL
|
- |
-1.3KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-276Closed |
N/A
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-466Closed |
N/A
|
0
$0
|
|
|
Nov 09, 2018
Q3 2018
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-110Closed |
N/A
|
0
$0
|
|