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 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.79K- 68.95% |
$628K - $680K
|
806
$307K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.58KNew |
$1.26M - $1.36M
|
3.58K
$1.36M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-992- 31.92% |
$348K - $377K
|
2.12K
$805K
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
167New |
$58.6K - $63.4K
|
167
$63.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-16.3K- 99.27% |
$5.73M - $6.2M
|
120
$45.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
18+ 0.95% |
$6.32K - $6.84K
|
1.91K
$725K
|
|
|
Nov 06, 2025
Q3 2025
|
Wj Financial Advisors LLC
Killingworth, CT |
BUY
|
- |
1.13KNew |
$397K - $430K
|
1.13K
$430K
|
|
|
Nov 06, 2025
Q3 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-2.06K- 5.02% |
$723K - $783K
|
39K
$14.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
SELL
|
- |
-3- 0.12% |
$1.05K - $1.14K
|
2.55K
$968K
|
|
|
Nov 06, 2025
Q3 2025
|
St. Louis Trust CO
|
BUY
|
- |
3+ 0.01% |
$1.05K - $1.14K
|
22K
$8.35M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.7K+ 5.5% |
$5.88M - $6.36M
|
321K
$122M
|
|
|
Nov 06, 2025
Q3 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1.55K- 24.6% |
$544K - $589K
|
4.75K
$1.81M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.48K+ 2.1% |
$1.22M - $1.32M
|
169K
$64.4M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-385- 5.84% |
$135K - $146K
|
6.21K
$2.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-144- 10.82% |
$50.5K - $54.7K
|
1.19K
$452K
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
3+ 0.08% |
$1.05K - $1.14K
|
3.73K
$1.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1+ 0.13% |
$351 - $380
|
755
$287K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1+ 0.09% |
$351 - $380
|
1.06K
$403K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.51K- 75.32% |
$530K - $574K
|
495
$188K
|
|
|
Nov 05, 2025
Q3 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-4.91K- 8.6% |
$1.72M - $1.86M
|
52.1K
$19.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-184- 1.48% |
$64.6K - $69.9K
|
12.2K
$4.65M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1- 0.38% |
$351 - $380
|
261
$99.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
266New |
$93.4K - $101K
|
266
$101K
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
SELL
|
- |
-93- 1.85% |
$32.6K - $35.3K
|
4.93K
$1.88M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1+ 0.07% |
$351 - $380
|
1.53K
$583K
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-667- 3.37% |
$234K - $253K
|
19.1K
$7.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
548New |
$192K - $208K
|
548
$209K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-65- 2.48% |
$22.8K - $24.7K
|
2.56K
$973K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-34- 7.2% |
$11.9K - $12.9K
|
438
$167K
|
|
|
Nov 05, 2025
Q3 2025
|
Strategic Equity Management
|
SELL
|
- |
-23- 0.04% |
$8.07K - $8.74K
|
55.1K
$21M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-125- 8.06% |
$43.9K - $47.5K
|
1.43K
$542K
|
|
|
Nov 05, 2025
Q3 2025
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
659New |
$231K - $250K
|
659
$251K
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-178- 0.44% |
$62.5K - $67.6K
|
39.9K
$15.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
460+ 73.72% |
$161K - $175K
|
1.08K
$412K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-285- 1.15% |
$100K - $108K
|
24.5K
$9.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2+ 0.26% |
$702 - $760
|
778
$296K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3.3K- 9.13% |
$1.16M - $1.25M
|
32.8K
$12.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-113- 16.57% |
$39.7K - $42.9K
|
569
$217K
|
|
|
Nov 04, 2025
Q3 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.8K- 1.13% |
$981K - $1.06M
|
244K
$93M
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-245- 1.69% |
$86K - $93.1K
|
14.2K
$5.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.12K+ 4.27% |
$1.45M - $1.57M
|
101K
$38.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
145+ 2.24% |
$50.9K - $55.1K
|
6.61K
$2.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-288- 1.76% |
$101K - $109K
|
16.1K
$6.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1New |
$351 - $380
|
1
$381
|
|
|
Nov 04, 2025
Q3 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-101- 1.1% |
$35.5K - $38.4K
|
9.09K
$3.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-1.4K- 11.27% |
$492K - $532K
|
11K
$4.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
61+ 2.95% |
$21.4K - $23.2K
|
2.13K
$809K
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1+ 0.08% |
$351 - $380
|
1.23K
$469K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
32+ 1.9% |
$11.2K - $12.2K
|
1.72K
$653K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.16K+ 1.7% |
$407K - $440K
|
69.2K
$26.3M
|
|