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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
957New |
$336K - $363K
|
957
$364K
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
654+ 57.62% |
$230K - $248K
|
1.79K
$681K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-128- 6.76% |
$44.9K - $48.6K
|
1.77K
$672K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-789- 1.55% |
$277K - $300K
|
50.2K
$19.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.65K- 5.03% |
$1.63M - $1.77M
|
87.9K
$33.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.74K- 16.1% |
$963K - $1.04M
|
14.3K
$5.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-513- 2.23% |
$180K - $195K
|
22.5K
$8.56M
|
|
|
Oct 28, 2025
Q3 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
865+ 4.48% |
$304K - $329K
|
20.2K
$7.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
5.46K+ 144.64% |
$1.92M - $2.07M
|
9.24K
$3.51M
|
|
|
Oct 28, 2025
Q3 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
550New |
$193K - $209K
|
550
$209K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
908New |
$319K - $345K
|
908
$346K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.94K- 2.86% |
$682K - $738K
|
65.9K
$25.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.04K- 63.2% |
$1.42M - $1.54M
|
2.35K
$896K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-690- 30.56% |
$242K - $262K
|
1.57K
$597K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.7KNew |
$4.1M - $4.43M
|
11.7K
$4.44M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-193- 1.23% |
$67.8K - $73.3K
|
15.6K
$5.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.04KNew |
$2.12M - $2.29M
|
6.04K
$2.3M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
8.3K+ 256.13% |
$2.91M - $3.15M
|
11.5K
$4.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.05% |
$351 - $380
|
1.97K
$750K
|
|
|
Oct 27, 2025
Q3 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-305- 15.84% |
$107K - $116K
|
1.62K
$616K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
167+ 14.52% |
$58.6K - $63.4K
|
1.32K
$501K
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
543New |
$191K - $206K
|
543
$207K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.66K- 99.52% |
$583K - $631K
|
8
$3.04K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.97K- 7.88% |
$1.74M - $1.89M
|
58K
$22.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
172+ 4.81% |
$60.4K - $65.3K
|
3.75K
$1.43M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
15+ 0.06% |
$5.27K - $5.7K
|
25.5K
$9.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
175New |
$61.4K - $66.5K
|
175
$66.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 0.3% |
$1.05K - $1.14K
|
988
$376K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
7.82K+ 5.57% |
$2.74M - $2.97M
|
148K
$56.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-9- 1.57% |
$3.16K - $3.42K
|
566
$215K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
1.67K+ 66.28% |
$587K - $635K
|
4.19K
$1.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
109+ 15.37% |
$38.3K - $41.4K
|
818
$311K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-81- 1.11% |
$28.4K - $30.8K
|
7.23K
$2.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-1.25K- 66.26% |
$438K - $474K
|
635
$242K
|
|
|
Oct 24, 2025
Q3 2025
|
Tanager Wealth Management LLP
|
SELL
|
- |
-616- 1.56% |
$216K - $234K
|
38.8K
$14.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-280- 1.39% |
$98.3K - $106K
|
19.9K
$7.58M
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1+ 0.15% |
$351 - $380
|
662
$252K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
71+ 4.33% |
$24.9K - $27K
|
1.71K
$651K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
270+ 1.6% |
$94.8K - $103K
|
17.1K
$6.52M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-54- 0.21% |
$19K - $20.5K
|
25.5K
$9.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
73+ 11.04% |
$25.6K - $27.7K
|
734
$279K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-548- 0.95% |
$192K - $208K
|
57.2K
$21.8M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-1.59K- 3.72% |
$560K - $605K
|
41.2K
$15.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
561New |
$197K - $213K
|
561
$213K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-195- 49.37% |
$68.5K - $74.1K
|
200
$76.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-40- 1.43% |
$14K - $15.2K
|
2.76K
$1.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-17- 0.55% |
$5.97K - $6.46K
|
3.1K
$1.18M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
92+ 1.64% |
$32.3K - $34.9K
|
5.7K
$2.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2K- 2.42% |
$701K - $759K
|
80.5K
$30.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
SELL
|
- |
-619- 6.94% |
$217K - $235K
|
8.3K
$3.16M
|
|