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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-231- 2.27% |
$74.6K - $80.6K
|
9.93K
$3.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-600- 40.76% |
$194K - $209K
|
872
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
3.22K+ 143.74% |
$1.04M - $1.13M
|
5.47K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.9K+ 86.1% |
$614K - $664K
|
4.11K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
12+ 0.74% |
$3.88K - $4.19K
|
1.64K
$545K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
629New |
$203K - $220K
|
629
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-21- 0.42% |
$6.78K - $7.33K
|
5K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
42.3KNew |
$13.7M - $14.8M
|
42.3K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.26K- 8.03% |
$408K - $441K
|
14.5K
$4.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-32- 4.24% |
$10.3K - $11.2K
|
722
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-633- 4.36% |
$205K - $221K
|
13.9K
$4.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.02K- 27.38% |
$976K - $1.05M
|
8.01K
$2.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-6.38K- 67.62% |
$2.06M - $2.23M
|
3.06K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-19- 1.7% |
$6.14K - $6.63K
|
1.1K
$367K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
72+ 1.53% |
$23.3K - $25.1K
|
4.77K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-846- 37.35% |
$273K - $295K
|
1.42K
$472K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-360- 22.3% |
$116K - $126K
|
1.25K
$417K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-38- 0.56% |
$12.3K - $13.3K
|
6.76K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
672New |
$217K - $235K
|
672
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.49K+ 31.48% |
$480K - $518K
|
6.2K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.17K- 10.73% |
$2.32M - $2.5M
|
59.6K
$19.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
403+ 3.4% |
$130K - $141K
|
12.2K
$4.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
10.4KNew |
$3.37M - $3.64M
|
10.4K
$3.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
721New |
$233K - $252K
|
721
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-33- 0.98% |
$10.7K - $11.5K
|
3.35K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
666New |
$215K - $232K
|
666
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.3K+ 484.7% |
$3.63M - $3.93M
|
13.6K
$4.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
12+ 0.21% |
$3.88K - $4.19K
|
5.8K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.21K- 1.99% |
$1.04M - $1.12M
|
158K
$52.7M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.12K- 2.4% |
$361K - $390K
|
45.5K
$15.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
1.97KNew |
$635K - $686K
|
1.97K
$654K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.5K- 19.25% |
$1.13M - $1.22M
|
14.7K
$4.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.79K- 99.93% |
$900K - $973K
|
2
$666
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
28.5K+ 400.97% |
$9.21M - $9.95M
|
35.6K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.81K+ 2.3% |
$583K - $630K
|
80.2K
$26.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-300- 12.52% |
$96.9K - $105K
|
2.1K
$698K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.98K+ 34.99% |
$2.25M - $2.44M
|
26.9K
$8.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-131- 1.05% |
$42.3K - $45.7K
|
12.4K
$4.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-35- 2.35% |
$11.3K - $12.2K
|
1.45K
$483K
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
16+ 0.31% |
$5.17K - $5.59K
|
5.19K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2+ 0.26% |
$646 - $698
|
763
$254K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1.87K- 2.58% |
$605K - $653K
|
70.6K
$23.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-11.2K- 2.86% |
$3.6M - $3.89M
|
379K
$126M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
619+ 7.4% |
$200K - $216K
|
8.98K
$2.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-468- 3.02% |
$151K - $163K
|
15K
$5.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10+ 0.32% |
$3.23K - $3.49K
|
3.17K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.4K+ 38.06% |
$7.88M - $8.51M
|
88.5K
$29.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
24+ 1.18% |
$7.75K - $8.38K
|
2.06K
$687K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1- 0.1% |
$323 - $349
|
1K
$333K
|