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 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
|
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
|
|
|
Oct 23, 2025
Q3 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.93K+ 2.74% |
$677K - $733K
|
72.4K
$27.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-140- 8.97% |
$49.1K - $53.2K
|
1.42K
$540K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-30- 3.87% |
$10.5K - $11.4K
|
745
$283K
|
|
|
Oct 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-29- 0.5% |
$10.2K - $11K
|
5.8K
$2.21M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-893- 36.72% |
$313K - $339K
|
1.54K
$586K
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
SELL
|
- |
-436- 1.12% |
$153K - $166K
|
38.6K
$14.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.66K- 1.64% |
$584K - $632K
|
99.6K
$37.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Kearns & Associates LLC
|
BUY
|
- |
549New |
$193K - $209K
|
549
$209K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7- 7.78% |
$2.46K - $2.66K
|
83
$31.6K
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-25- 0.13% |
$8.78K - $9.5K
|
18.9K
$7.18M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-291- 3.46% |
$102K - $111K
|
8.13K
$3.09M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1+ 0.02% |
$351 - $380
|
4.18K
$1.59M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-38- 2.13% |
$13.3K - $14.4K
|
1.75K
$664K
|
|
|
Oct 22, 2025
Q3 2025
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-400- 7.94% |
$140K - $152K
|
4.64K
$1.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.8K+ 2.91% |
$1.33M - $1.44M
|
134K
$51.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
111+ 4.4% |
$39K - $42.2K
|
2.63K
$1M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
7+ 0.18% |
$2.46K - $2.66K
|
3.91K
$1.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-29.8K- 57.57% |
$10.4M - $11.3M
|
21.9K
$8.34M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-475- 0.93% |
$167K - $180K
|
50.4K
$19.2M
|
|
|
Oct 21, 2025
Q3 2025
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-705- 4.69% |
$247K - $268K
|
14.3K
$5.45M
|
|
|
Oct 21, 2025
Q3 2025
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-12- 0.32% |
$4.21K - $4.56K
|
3.69K
$1.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.22% |
$351 - $380
|
446
$170K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-185- 1.39% |
$64.9K - $70.3K
|
13.2K
$5.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
35+ 318.18% |
$12.3K - $13.3K
|
46
$17.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-29- 0.18% |
$10.2K - $11K
|
15.8K
$6.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.14% |
$702 - $760
|
1.41K
$537K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-7- 0.26% |
$2.46K - $2.66K
|
2.64K
$1M
|
|
|
Oct 21, 2025
Q3 2025
|
Better Wealth, LLC
|
BUY
|
- |
551New |
$193K - $209K
|
551
$210K
|
|
|
Oct 21, 2025
Q3 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.76K- 3.43% |
$616K - $667K
|
49.5K
$18.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
579+ 43.6% |
$203K - $220K
|
1.91K
$726K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.66K- 2.12% |
$582K - $630K
|
76.6K
$29.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-117- 1.84% |
$41.1K - $44.4K
|
6.23K
$2.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Single Point Partners, LLC
|
BUY
|
- |
21+ 0.2% |
$7.37K - $7.98K
|
10.7K
$4.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
9+ 0.5% |
$3.16K - $3.42K
|
1.81K
$689K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
127+ 0.07% |
$44.6K - $48.2K
|
178K
$67.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-30- 0.93% |
$10.5K - $11.4K
|
3.21K
$1.22M
|
|