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 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4.18K- 4.6% |
$1.47M - $1.59M
|
86.7K
$33M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-103- 2.59% |
$36.2K - $39.1K
|
3.88K
$1.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-63.4K- 42.08% |
$22.3M - $24.1M
|
87.3K
$33.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-77- 2.31% |
$27K - $29.2K
|
3.25K
$1.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-647- 71.41% |
$227K - $246K
|
259
$98.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
255+ 1.07% |
$89.5K - $96.9K
|
24K
$9.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
317+ 48.47% |
$111K - $120K
|
971
$369K
|
|
|
Nov 03, 2025
Q3 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-27- 0.69% |
$9.48K - $10.3K
|
3.89K
$1.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.24% |
$1.76K - $1.9K
|
2.06K
$783K
|
|
|
Nov 03, 2025
Q3 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
SELL
|
- |
-88- 3.53% |
$30.9K - $33.4K
|
2.41K
$916K
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-219- 20.15% |
$76.9K - $83.2K
|
868
$330K
|
|
|
Nov 03, 2025
Q3 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-143- 2.44% |
$50.2K - $54.3K
|
5.71K
$2.17M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-369- 0.97% |
$130K - $140K
|
37.6K
$14.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-128- 80.0% |
$44.9K - $48.6K
|
32
$12.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$1.05K - $1.14K
|
14.4K
$5.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Ashford Advisors, LLC
|
SELL
|
- |
-4.29K- 69.91% |
$1.51M - $1.63M
|
1.85K
$703K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-280- 0.17% |
$98.3K - $106K
|
167K
$63.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-535- 4.8% |
$188K - $203K
|
10.6K
$4.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
7+ 0.68% |
$2.46K - $2.66K
|
1.03K
$392K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-71- 8.62% |
$24.9K - $27K
|
753
$287K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
75New |
$26.3K - $28.5K
|
75
$28.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Jordan Park Group LLC
|
BUY
|
- |
28+ 0.15% |
$9.83K - $10.6K
|
18.9K
$7.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
8+ 0.09% |
$2.81K - $3.04K
|
9.01K
$3.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
632New |
$222K - $240K
|
632
$240K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-71- 1.1% |
$24.9K - $27K
|
6.4K
$2.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
74+ 0.25% |
$26K - $28.1K
|
29.8K
$11.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
2.05KNew |
$719K - $777K
|
2.05K
$779K
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-8- 1.15% |
$2.81K - $3.04K
|
688
$262K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
72+ 0.38% |
$25.3K - $27.3K
|
19K
$7.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-384- 0.69% |
$135K - $146K
|
55.2K
$21M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3+ 0.15% |
$1.05K - $1.14K
|
1.96K
$745K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.19KNew |
$2.17M - $2.35M
|
6.19K
$2.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-75- 39.06% |
$26.3K - $28.5K
|
117
$44.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-14- 0.87% |
$4.91K - $5.32K
|
1.59K
$604K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-41- 6.52% |
$14.4K - $15.6K
|
588
$224K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5+ 0.1% |
$1.76K - $1.9K
|
5K
$1.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-142- 2.56% |
$49.8K - $53.9K
|
5.4K
$2.05M
|
|
|
Oct 30, 2025
Q3 2025
|
Fiducient Advisors LLC
|
SELL
|
- |
-316- 3.64% |
$111K - $120K
|
8.38K
$3.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-8- 0.18% |
$2.81K - $3.04K
|
4.41K
$1.68M
|
|
|
Oct 30, 2025
Q3 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-18- 0.84% |
$6.32K - $6.84K
|
2.12K
$806K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4+ 0.16% |
$1.4K - $1.52K
|
2.55K
$968K
|
|
|
Oct 30, 2025
Q3 2025
|
Strategic Investment Management, LLC
|
SELL
|
- |
-1.68K- 2.62% |
$590K - $638K
|
62.5K
$23.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.24% |
$351 - $380
|
422
$161K
|
|
|
Oct 30, 2025
Q3 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-280- 0.37% |
$98.3K - $106K
|
75.2K
$28.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-5- 0.02% |
$1.76K - $1.9K
|
23.4K
$8.89M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
205+ 7.21% |
$72K - $77.9K
|
3.05K
$1.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.67K- 92.33% |
$2.34M - $2.53M
|
554
$211K
|
|
|
Oct 29, 2025
Q3 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-32- 4.95% |
$11.2K - $12.2K
|
615
$234K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.37K+ 9.01% |
$1.18M - $1.28M
|
40.8K
$15.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-1.1K- 1.47% |
$387K - $419K
|
74K
$28.1M
|
|