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 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-25- 0.28% |
$8.08K - $8.73K
|
8.75K
$2.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-150- 6.28% |
$48.5K - $52.4K
|
2.24K
$746K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.24K+ 10.21% |
$400K - $432K
|
13.4K
$4.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.42% |
$323 - $349
|
240
$79.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1- 0.05% |
$323 - $349
|
2.16K
$719K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
45+ 2.71% |
$14.5K - $15.7K
|
1.7K
$567K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
21.1K+ 2515.73% |
$6.82M - $7.37M
|
21.9K
$7.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
10+ 0.31% |
$3.23K - $3.49K
|
3.19K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
54+ 0.29% |
$17.4K - $18.9K
|
18.8K
$6.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
81.6KNew |
$26.4M - $28.5M
|
81.6K
$27.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-4- 0.57% |
$1.29K - $1.4K
|
696
$232K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
3+ 0.31% |
$969 - $1.05K
|
965
$321K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.62K+ 7.27% |
$1.17M - $1.26M
|
53.4K
$17.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
1.39KNew |
$448K - $485K
|
1.39K
$462K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-100- 2.09% |
$32.3K - $34.9K
|
4.68K
$1.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2+ 0.1% |
$646 - $698
|
1.95K
$649K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
523+ 23.44% |
$169K - $183K
|
2.75K
$917K
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
SELL
|
- |
-357- 1.56% |
$115K - $125K
|
22.6K
$7.51M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.95K+ 0.95% |
$953K - $1.03M
|
313K
$104M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
183+ 4.08% |
$59.1K - $63.9K
|
4.66K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.69K+ 14.72% |
$2.48M - $2.68M
|
60K
$20M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-2- 1.98% |
$646 - $698
|
99
$33K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.79K+ 2384.58% |
$1.55M - $1.67M
|
4.99K
$1.66M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.91K- 20.18% |
$939K - $1.01M
|
11.5K
$3.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
14+ 0.15% |
$4.52K - $4.89K
|
9.6K
$3.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
5+ 0.03% |
$1.62K - $1.75K
|
15.8K
$5.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-13- 1.75% |
$4.2K - $4.54K
|
729
$243K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-643- 4.94% |
$208K - $224K
|
12.4K
$4.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-22- 0.13% |
$7.11K - $7.68K
|
16.9K
$5.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
32+ 0.8% |
$10.3K - $11.2K
|
4.03K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-45- 0.58% |
$14.5K - $15.7K
|
7.67K
$2.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-73- 6.82% |
$23.6K - $25.5K
|
997
$332K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
585New |
$189K - $204K
|
585
$195K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-343- 20.09% |
$111K - $120K
|
1.36K
$454K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
3.53K+ 24.76% |
$1.14M - $1.23M
|
17.8K
$5.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
15.8K+ 119.72% |
$5.09M - $5.5M
|
28.9K
$9.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
803New |
$259K - $280K
|
803
$267K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.78K+ 177.11% |
$575K - $621K
|
2.79K
$927K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.76KNew |
$2.51M - $2.71M
|
7.76K
$2.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-6.72M- 97.52% |
$2.17B - $2.35B
|
171K
$57M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
252+ 13.1% |
$81.4K - $88K
|
2.18K
$724K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
122KNew |
$39.3M - $42.5M
|
122K
$40.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
918New |
$297K - $320K
|
918
$306K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
379+ 3.44% |
$122K - $132K
|
11.4K
$3.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-171- 12.16% |
$55.2K - $59.7K
|
1.24K
$411K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
5+ 0.28% |
$1.62K - $1.75K
|
1.8K
$598K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.7K+ 35.3% |
$549K - $593K
|
6.52K
$2.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
575+ 45.13% |
$186K - $201K
|
1.85K
$616K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-45- 5.86% |
$14.5K - $15.7K
|
723
$241K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
41+ 3.07% |
$13.2K - $14.3K
|
1.38K
$458K
|