Latest Institutional Purchases of Ishares Russell 3000 ETF (IWV)
This list provides information on the latest institutional transactions involving Ishares Russell 3000 ETF (IWV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Apella Capital, LLC
|
BUY
|
- |
20.4K+ 328.65% |
$7.56M - $7.93M
|
26.5K
$10.1M
|
|
|
Jan 26, 2026
Q4 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
18.7KNew |
$6.93M - $7.28M
|
18.7K
$7.1M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8.76K+ 399.5% |
$3.25M - $3.42M
|
11K
$4.17M
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5.17KNew |
$1.92M - $2.02M
|
5.17K
$1.97M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.99K+ 160.8% |
$1.85M - $1.94M
|
8.09K
$3.08M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
3.1K+ 165.74% |
$1.15M - $1.21M
|
4.96K
$1.89M
|
|
|
Jan 07, 2026
Q4 2025
|
Epiq Partners, LLC
|
BUY
|
- |
3.09K+ 5.16% |
$1.15M - $1.2M
|
62.9K
$23.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
3K+ 12.5% |
$1.11M - $1.17M
|
27K
$10.3M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.5K+ 278.93% |
$929K - $976K
|
3.4K
$1.29M
|
|
|
Jan 26, 2026
Q4 2025
|
Whittier Trust CO
|
BUY
|
- |
2.4K+ 12.6% |
$891K - $936K
|
21.4K
$8.16M
|
|
|
Jan 23, 2026
Q4 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.02KNew |
$749K - $786K
|
2.02K
$767K
|
|
|
Jan 16, 2026
Q4 2025
|
Asl Financial, LLC
Los Gatos, CA |
BUY
|
- |
1.72KNew |
$637K - $669K
|
1.72K
$653K
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.7K+ 63.57% |
$632K - $663K
|
4.38K
$1.67M
|
|
|
Jan 23, 2026
Q4 2025
|
Third View Private Wealth, LLC
Westport, CT |
BUY
|
- |
1.69KNew |
$628K - $659K
|
1.69K
$643K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.4K+ 3.43% |
$519K - $545K
|
42.2K
$16.1M
|
|
|
Jan 26, 2026
Q4 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.31K+ 1.99% |
$488K - $512K
|
67.3K
$25.6M
|
|
|
Jan 26, 2026
Q4 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.08KNew |
$402K - $422K
|
1.08K
$412K
|
|
|
Jan 16, 2026
Q4 2025
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.06K+ 2.84% |
$393K - $413K
|
38.3K
$14.6M
|
|
|
Jan 15, 2026
Q4 2025
|
Bricktown Capital, LLC
Detroit, MI |
BUY
|
- |
975+ 0.49% |
$362K - $380K
|
201K
$76.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
877+ 6.92% |
$326K - $342K
|
13.5K
$5.15M
|
|
|
Jan 22, 2026
Q4 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
801New |
$297K - $312K
|
801
$305K
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
789New |
$293K - $308K
|
789
$300K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
767New |
$285K - $299K
|
767
$292K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
704+ 4.13% |
$261K - $274K
|
17.8K
$6.76M
|
|
|
Jan 21, 2026
Q4 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
650New |
$241K - $253K
|
650
$247K
|
|
|
Jan 23, 2026
Q4 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
631+ 3.13% |
$234K - $246K
|
20.8K
$7.91M
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
BUY
|
- |
626+ 65.41% |
$232K - $244K
|
1.58K
$602K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
525New |
$195K - $205K
|
525
$200K
|
|
|
Jan 12, 2026
Q4 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
525New |
$195K - $205K
|
525
$200K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
517New |
$192K - $202K
|
517
$197K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
492+ 16.98% |
$183K - $192K
|
3.39K
$1.29M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
355+ 13.49% |
$132K - $138K
|
2.99K
$1.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
207+ 16.67% |
$76.9K - $80.7K
|
1.45K
$551K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
195+ 97.5% |
$72.4K - $76K
|
395
$150K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
195+ 10.9% |
$72.4K - $76K
|
1.98K
$755K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
176+ 31.1% |
$65.4K - $68.6K
|
742
$282K
|
|
|
Jan 14, 2026
Q4 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
170+ 3.92% |
$63.1K - $66.3K
|
4.51K
$1.72M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
166New |
$61.6K - $64.7K
|
166
$63.2K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
149+ 15.08% |
$55.3K - $58.1K
|
1.14K
$433K
|
|
|
Jan 27, 2026
Q4 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
147+ 8.6% |
$54.6K - $57.3K
|
1.86K
$707K
|
|
|
Jan 15, 2026
Q4 2025
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
126+ 2.21% |
$46.8K - $49.1K
|
5.84K
$2.22M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
82+ 0.67% |
$30.4K - $32K
|
12.3K
$4.68M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
80+ 1.07% |
$29.7K - $31.2K
|
7.54K
$2.87M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
62+ 19.08% |
$23K - $24.2K
|
387
$147K
|
|
|
Jan 15, 2026
Q4 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
44+ 0.18% |
$16.3K - $17.2K
|
24.7K
$9.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
31New |
$11.5K - $12.1K
|
31
$11.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Lean Asset Management Corp
|
BUY
|
- |
31+ 1.8% |
$11.5K - $12.1K
|
1.75K
$667K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
23+ 65.71% |
$8.54K - $8.97K
|
58
$22.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
18+ 0.2% |
$6.68K - $7.02K
|
8.86K
$3.37M
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
10New |
$3.71K - $3.9K
|
10
$3.81K
|
|