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 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.4K+ 5.62% |
$8.52M - $9.21M
|
496K
$165M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.1K- 21.22% |
$355K - $384K
|
4.08K
$1.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5+ 0.02% |
$1.62K - $1.75K
|
25.4K
$8.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1- 0.15% |
$323 - $349
|
680
$226K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-29- 2.29% |
$9.37K - $10.1K
|
1.24K
$412K
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9- 0.07% |
$2.91K - $3.14K
|
13.1K
$4.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-2K- 10.6% |
$646K - $698K
|
16.9K
$5.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
6.28K+ 4.62% |
$2.03M - $2.19M
|
142K
$47.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1+ 0.16% |
$323 - $349
|
615
$205K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-365- 8.51% |
$118K - $127K
|
3.93K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
401New |
$130K - $140K
|
401
$133K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
113+ 17.71% |
$36.5K - $39.4K
|
751
$250K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-1K- 2.35% |
$323K - $349K
|
41.5K
$13.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
9.44KNew |
$3.05M - $3.3M
|
9.44K
$3.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
634New |
$205K - $221K
|
634
$211K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-49- 3.76% |
$15.8K - $17.1K
|
1.26K
$418K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
266+ 0.24% |
$85.9K - $92.9K
|
111K
$36.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
267New |
$86.3K - $93.2K
|
267
$88.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-58- 0.16% |
$18.7K - $20.2K
|
35.3K
$11.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-36- 0.29% |
$11.6K - $12.6K
|
12.5K
$4.15M
|
|
|
Feb 10, 2025
Q4 2024
|
12th Street Asset Management Company, LLC
Nashville, TN |
BUY
|
- |
6.84KNew |
$2.21M - $2.39M
|
6.84K
$2.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
3.47KNew |
$1.12M - $1.21M
|
3.47K
$1.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.02K+ 19.13% |
$2.91M - $3.15M
|
56.2K
$18.7M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
1.16K+ 2.94% |
$375K - $406K
|
40.7K
$13.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.6KNew |
$517K - $559K
|
1.6K
$533K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
302+ 0.32% |
$97.6K - $105K
|
93.5K
$31.1M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
290New |
$93.7K - $101K
|
290
$96.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-702K- 78.1% |
$227M - $245M
|
197K
$65.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
6+ 0.06% |
$1.94K - $2.09K
|
9.81K
$3.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
16+ 0.58% |
$5.17K - $5.59K
|
2.79K
$928K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-355- 26.03% |
$115K - $124K
|
1.01K
$336K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.1% |
$323 - $349
|
1.05K
$351K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.4K- 4.79% |
$4M - $4.32M
|
246K
$81.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.28K+ 31.85% |
$738K - $797K
|
9.46K
$3.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
735New |
$237K - $257K
|
735
$245K
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-45- 0.75% |
$14.5K - $15.7K
|
5.98K
$1.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-112- 3.03% |
$36.2K - $39.1K
|
3.59K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2+ 0.26% |
$646 - $698
|
774
$258K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-202- 3.54% |
$65.3K - $70.5K
|
5.5K
$1.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
18+ 10.23% |
$5.82K - $6.28K
|
194
$64.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
268+ 5.07% |
$86.6K - $93.6K
|
5.55K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
507+ 5.91% |
$164K - $177K
|
9.09K
$3.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.33K+ 0.73% |
$428K - $463K
|
184K
$61.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
487New |
$157K - $170K
|
487
$162K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
217+ 0.35% |
$70.1K - $75.8K
|
62.7K
$20.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.5K+ 3.4% |
$3.4M - $3.67M
|
320K
$106M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6.93KNew |
$2.24M - $2.42M
|
6.93K
$2.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
2.9K+ 6.13% |
$938K - $1.01M
|
50.3K
$16.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
714New |
$231K - $249K
|
714
$238K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52K- 46.75% |
$16.8M - $18.2M
|
59.2K
$19.7M
|