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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2018
Q3 2018
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-72Closed |
N/A
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-117Closed |
N/A
|
0
$0
|
|
|
Oct 29, 2018
Q3 2018
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.49KClosed |
N/A
|
0
$0
|
|
|
Oct 22, 2018
Q3 2018
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-2.3KClosed |
N/A
|
0
$0
|
|
|
Oct 03, 2018
Q3 2018
|
Sound Income Strategies, LLC
|
BUY
|
- |
6New |
N/A
|
6
$2K
|
|
| Q2 2018 | |||||||
|
Aug 30, 2024
Q2 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-15- 6.98% |
N/A
|
200
$66.6K
|
|
|
Aug 14, 2018
Q2 2018
|
Holistic Financial Partners
|
SELL
|
- |
-360Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-154Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-300KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Ars Investment Partners, LLC
|
SELL
|
- |
-3.44KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-4.2KClosed |
N/A
|
0
$0
|
|
|
Jul 10, 2018
Q2 2018
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.4KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Jan 30, 2020
Q1 2018
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-4.16KClosed |
N/A
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Sym Financial Corp
|
SELL
|
- |
-20Closed |
N/A
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Ibex Investors LLC
|
BUY
|
- |
297KNew |
N/A
|
297K
$98.7M
|
|
|
May 14, 2018
Q1 2018
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.59KClosed |
N/A
|
0
$0
|
|
|
May 10, 2018
Q1 2018
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-11.5KClosed |
N/A
|
0
$0
|
|
|
May 02, 2018
Q1 2018
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-48Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
May 04, 2018
Q4 2017
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.6KNew |
N/A
|
1.6K
$533K
|
|
|
Feb 15, 2018
Q4 2017
|
United Bank
Vienna, VA |
BUY
|
- |
1.77KNew |
N/A
|
1.77K
$589K
|
|
|
Feb 13, 2018
Q4 2017
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Jan 31, 2018
Q4 2017
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
2.5KNew |
N/A
|
2.5K
$831K
|
|
|
Jan 31, 2018
Q4 2017
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-2.42KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$333
|
|
|
Nov 06, 2017
Q3 2017
|
Salient Capital Advisors, LLC
|
SELL
|
- |
-5.34KClosed |
N/A
|
0
$0
|
|
|
Oct 19, 2017
Q3 2017
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8New |
N/A
|
8
$2.66K
|
|
| Q2 2017 | |||||||
|
Aug 10, 2017
Q2 2017
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-31Closed |
N/A
|
0
$0
|
|
| Q3 2013 | |||||||
|
Nov 18, 2022
Q3 2013
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-9.67KClosed |
N/A
|
0
$0
|
|