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 10, 2025
Q3 2025
|
Zhang Financial LLC
|
SELL
|
- |
-164- 1.6% |
$57.6K - $62.3K
|
10.1K
$3.84M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-35- 3.53% |
$12.3K - $13.3K
|
957
$364K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.68K+ 10.73% |
$1.29M - $1.4M
|
38K
$14.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-4.45K- 70.44% |
$1.56M - $1.69M
|
1.87K
$711K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-626- 47.86% |
$220K - $238K
|
682
$260K
|
|
|
Nov 10, 2025
Q3 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-276- 7.98% |
$96.9K - $105K
|
3.18K
$1.21M
|
|
|
Nov 10, 2025
Q3 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2+ 0.27% |
$702 - $760
|
740
$282K
|
|
|
Nov 10, 2025
Q3 2025
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-425- 1.93% |
$149K - $161K
|
21.6K
$8.24M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-37- 0.34% |
$13K - $14.1K
|
10.9K
$4.14M
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
SELL
|
- |
-71- 5.9% |
$24.9K - $27K
|
1.13K
$431K
|
|
|
Nov 10, 2025
Q3 2025
|
Lutz Financial Services LLC
|
SELL
|
- |
-579- 4.37% |
$203K - $220K
|
12.7K
$4.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 0.25% |
$351 - $380
|
404
$154K
|
|
|
Nov 10, 2025
Q3 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-15- 2.21% |
$5.27K - $5.7K
|
665
$253K
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
180+ 14.61% |
$63.2K - $68.4K
|
1.41K
$537K
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
5+ 0.28% |
$1.76K - $1.9K
|
1.81K
$689K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.79K- 2.09% |
$630K - $681K
|
84.2K
$32.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
4.4K+ 70.61% |
$1.54M - $1.67M
|
10.6K
$4.04M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-9.94K- 7.09% |
$3.49M - $3.77M
|
130K
$49.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-94- 1.13% |
$33K - $35.7K
|
8.22K
$3.13M
|
|
|
Nov 10, 2025
Q3 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-10- 0.87% |
$3.51K - $3.8K
|
1.14K
$435K
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-954- 0.73% |
$335K - $362K
|
129K
$49.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.69K+ 0.49% |
$595K - $643K
|
349K
$133M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-228- 3.36% |
$80K - $86.6K
|
6.56K
$2.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-57.6K- 10.01% |
$20.2M - $21.9M
|
518K
$197M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.91K- 4.15% |
$1.02M - $1.11M
|
67.3K
$25.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10+ 4.24% |
$3.51K - $3.8K
|
246
$93.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
20+ 0.72% |
$7.02K - $7.6K
|
2.79K
$1.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
122+ 0.25% |
$42.8K - $46.3K
|
49.2K
$18.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-870- 9.26% |
$305K - $330K
|
8.52K
$3.24M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-54- 1.26% |
$19K - $20.5K
|
4.23K
$1.61M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
35+ 0.08% |
$12.3K - $13.3K
|
43.5K
$16.5M
|
|
|
Nov 07, 2025
Q3 2025
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-290- 3.67% |
$102K - $110K
|
7.61K
$2.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-393- 20.35% |
$138K - $149K
|
1.54K
$585K
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1+ 0.07% |
$351 - $380
|
1.43K
$545K
|
|
|
Nov 07, 2025
Q3 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2- 0.02% |
$702 - $760
|
8.75K
$3.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
540New |
$190K - $205K
|
540
$205K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7+ 0.09% |
$2.46K - $2.66K
|
7.83K
$2.98M
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
34+ 0.7% |
$11.9K - $12.9K
|
4.9K
$1.87M
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
530New |
$186K - $201K
|
530
$202K
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-44- 6.68% |
$15.4K - $16.7K
|
615
$234K
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-24- 1.2% |
$8.42K - $9.12K
|
1.98K
$752K
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-43- 1.64% |
$15.1K - $16.3K
|
2.58K
$983K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3+ 0.21% |
$1.05K - $1.14K
|
1.47K
$558K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-643- 1.01% |
$226K - $244K
|
63.2K
$24M
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
BUY
|
- |
1.56K+ 4.22% |
$547K - $591K
|
38.4K
$14.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-575- 45.24% |
$202K - $218K
|
696
$265K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
16.4K+ 14.8% |
$5.74M - $6.21M
|
127K
$48.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
11.8K+ 41.79% |
$4.16M - $4.5M
|
40.2K
$15.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.35% |
$9.13K - $9.88K
|
7.46K
$2.84M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15+ 0.14% |
$5.27K - $5.7K
|
10.9K
$4.15M
|
|