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 12, 2025
Q3 2025
|
Washington Trust CO
|
SELL
|
- |
-534- 5.36% |
$187K - $203K
|
9.43K
$3.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
85+ 2.29% |
$29.8K - $32.3K
|
3.79K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
14.6K+ 8.86% |
$5.12M - $5.54M
|
179K
$68.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-53- 0.54% |
$18.6K - $20.1K
|
9.8K
$3.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.34K+ 105.75% |
$820K - $888K
|
4.55K
$1.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
108+ 0.07% |
$37.9K - $41K
|
153K
$58.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1- 0.07% |
$351 - $380
|
1.45K
$552K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-78- 70.91% |
$27.4K - $29.6K
|
32
$12.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-5- 0.07% |
$1.76K - $1.9K
|
7.04K
$2.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-2.63K- 3.0% |
$924K - $999K
|
85K
$32.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Epiq Partners, LLC
|
BUY
|
- |
585+ 0.99% |
$205K - $222K
|
59.8K
$22.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-12- 0.45% |
$4.21K - $4.56K
|
2.68K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-133- 0.23% |
$46.7K - $50.5K
|
57.7K
$22M
|
|
|
Nov 12, 2025
Q3 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-300- 1.66% |
$105K - $114K
|
17.7K
$6.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.09% |
$351 - $380
|
1.15K
$437K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.3K+ 2.46% |
$4.33M - $4.68M
|
513K
$195M
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
329+ 671.43% |
$115K - $125K
|
378
$144K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.49K+ 35.76% |
$1.57M - $1.7M
|
17K
$6.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-554- 1.96% |
$194K - $210K
|
27.7K
$10.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 0.9% |
$383K - $415K
|
120K
$45.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
31.7KNew |
$11.1M - $12M
|
31.7K
$12.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Planning Alternatives LTD
|
SELL
|
- |
-66- 0.86% |
$23.2K - $25.1K
|
7.61K
$2.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-97- 1.16% |
$34.1K - $36.8K
|
8.25K
$3.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
78+ 1.46% |
$27.4K - $29.6K
|
5.42K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-115- 17.5% |
$40.4K - $43.7K
|
542
$206K
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
567New |
$199K - $215K
|
567
$216K
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$351 - $380
|
1.1K
$417K
|
|
|
Nov 12, 2025
Q3 2025
|
Truepoint, Inc.
|
SELL
|
- |
-311- 0.52% |
$109K - $118K
|
59.5K
$22.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2+ 0.19% |
$702 - $760
|
1.04K
$396K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3- 0.05% |
$1.05K - $1.14K
|
5.66K
$2.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-941- 1.22% |
$330K - $357K
|
76.3K
$29.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
334+ 1.84% |
$117K - $127K
|
18.5K
$7.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.11% |
$351 - $380
|
920
$350K
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-20.8K- 5.75% |
$7.31M - $7.91M
|
341K
$130M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-853- 5.6% |
$299K - $324K
|
14.4K
$5.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-322- 58.97% |
$113K - $122K
|
224
$85.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
8.73KNew |
$3.06M - $3.32M
|
8.73K
$3.32M
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-142- 3.03% |
$49.8K - $53.9K
|
4.55K
$1.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.06K+ 20.5% |
$723K - $783K
|
12.1K
$4.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
13+ 0.25% |
$4.56K - $4.94K
|
5.23K
$1.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-10- 1.74% |
$3.51K - $3.8K
|
566
$215K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
587+ 1.35% |
$206K - $223K
|
43.9K
$16.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
394+ 7.93% |
$138K - $150K
|
5.37K
$2.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
215+ 16.01% |
$75.5K - $81.7K
|
1.56K
$593K
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-2.71K- 4.33% |
$952K - $1.03M
|
59.9K
$22.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-936- 7.0% |
$329K - $356K
|
12.4K
$4.73M
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
545New |
$191K - $207K
|
545
$207K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.41K- 2.32% |
$847K - $916K
|
102K
$38.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.52KNew |
$532K - $575K
|
1.52K
$576K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2.03K+ 34.95% |
$712K - $771K
|
7.83K
$2.98M
|
|