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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
200+ 28.05% |
$56.6K - $62K
|
913
$347K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
152New |
$43K - $47.1K
|
152
$57.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
120New |
$34K - $37.2K
|
120
$45.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
32New |
$9.06K - $9.92K
|
32
$12.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
15+ 0.08% |
$4.25K - $4.65K
|
18.4K
$7M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
14New |
$3.96K - $4.34K
|
14
$5.33K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
160KNew |
$42.9M - $47.9M
|
160K
$60.8M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
3.36KNew |
$902K - $1.01M
|
3.36K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.53KNew |
$678K - $759K
|
2.53K
$962K
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
1.97K+ 17.9% |
$527K - $590K
|
12.9K
$4.92M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.32KNew |
$355K - $397K
|
1.32K
$503K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.22K+ 3.44% |
$327K - $365K
|
36.6K
$13.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
877New |
$235K - $263K
|
877
$334K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
737New |
$198K - $221K
|
737
$280K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
682New |
$183K - $205K
|
682
$260K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
681New |
$183K - $204K
|
681
$259K
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
680New |
$182K - $204K
|
680
$259K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
675New |
$181K - $203K
|
675
$257K
|
|
|
May 13, 2024
Q1 2024
|
Georgetown University
Washington, DC |
BUY
|
- |
251+ 0.25% |
$67.4K - $75.3K
|
100K
$38.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
220+ 7.31% |
$59K - $66K
|
3.23K
$1.23M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
171+ 4.41% |
$45.9K - $51.3K
|
4.05K
$1.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
100+ 4.0% |
$26.8K - $30K
|
2.6K
$989K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
100+ 20.0% |
$26.8K - $30K
|
600
$228K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
76New |
$20.4K - $22.8K
|
76
$28.9K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
57+ 14.77% |
$15.3K - $17.1K
|
443
$169K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
44New |
$11.8K - $13.2K
|
44
$16.7K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
35+ 0.07% |
$9.39K - $10.5K
|
48K
$18.3M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
29+ 1.29% |
$7.78K - $8.7K
|
2.28K
$868K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1+ 0.04% |
$268 - $300
|
2.71K
$1.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1+ 0.09% |
$268 - $300
|
1.11K
$421K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
93.4KNew |
$21.9M - $25.7M
|
93.4K
$35.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
61.5K+ 3841.25% |
$14.4M - $16.9M
|
63.1K
$24M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
24.6KNew |
$5.76M - $6.75M
|
24.6K
$9.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
15.3KNew |
$3.59M - $4.22M
|
15.3K
$5.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.85KNew |
$901K - $1.06M
|
3.85K
$1.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
3.62K+ 78.48% |
$849K - $995K
|
8.24K
$3.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.9KNew |
$680K - $798K
|
2.9K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
2.16KNew |
$505K - $592K
|
2.16K
$820K
|
|
|
Feb 01, 2024
Q4 2023
|
Harbor Advisors LLC
|
BUY
|
- |
2KNew |
$469K - $550K
|
2K
$761K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
1.84KNew |
$431K - $505K
|
1.84K
$699K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
BUY
|
- |
1.67KNew |
$390K - $458K
|
1.67K
$634K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.5KNew |
$352K - $412K
|
1.5K
$571K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.26KNew |
$295K - $346K
|
1.26K
$478K
|
|
|
Jan 25, 2024
Q4 2023
|
Moody Aldrich Partners LLC
|
BUY
|
- |
1.16KNew |
$271K - $317K
|
1.16K
$440K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.12KNew |
$263K - $308K
|
1.12K
$427K
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
BUY
|
- |
1.09KNew |
$256K - $301K
|
1.09K
$416K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
1.02KNew |
$239K - $280K
|
1.02K
$387K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
924New |
$217K - $254K
|
924
$352K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
850New |
$199K - $234K
|
850
$323K
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
811New |
$190K - $223K
|
811
$309K
|
|