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 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
150KNew |
$31M - $35.3M
|
150K
$47.4M
|
|
|
Feb 14, 2023
Q4 2022
|
University Of Pittsburgh Of The Commonwealth System Of Higher Education
Pittsburgh, PA |
BUY
|
- |
127KNew |
$26.3M - $29.9M
|
127K
$40.1M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
65.1KNew |
$13.5M - $15.3M
|
65.1K
$20.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
65.1KNew |
$13.5M - $15.3M
|
65.1K
$20.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
41.4KNew |
$8.56M - $9.75M
|
41.4K
$13.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
9.64KNew |
$2M - $2.27M
|
9.64K
$3.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
7.9K+ 724.95% |
$1.63M - $1.86M
|
8.99K
$2.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
3.38KNew |
$700K - $796K
|
3.38K
$1.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.02KNew |
$417K - $475K
|
2.02K
$637K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
1.69KNew |
$349K - $397K
|
1.69K
$533K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.61KNew |
$334K - $380K
|
1.61K
$510K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.33KNew |
$275K - $312K
|
1.33K
$419K
|
|
|
Feb 14, 2023
Q4 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.12KNew |
$231K - $263K
|
1.12K
$352K
|
|
|
Feb 10, 2023
Q4 2022
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
1.08KNew |
$224K - $255K
|
1.08K
$342K
|
|
|
Jan 26, 2023
Q4 2022
|
Alta Capital Management LLC
|
BUY
|
- |
1.08KNew |
$222K - $253K
|
1.08K
$340K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
963+ 96300.0% |
$199K - $227K
|
964
$305K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
962New |
$199K - $227K
|
962
$304K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
BUY
|
- |
919New |
$190K - $216K
|
919
$290K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
708+ 212.61% |
$146K - $167K
|
1.04K
$329K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
300New |
$62.1K - $70.6K
|
300
$94.8K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
293New |
$60.6K - $69K
|
293
$92.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
251New |
$51.9K - $59.1K
|
251
$79.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
165New |
$34.1K - $38.9K
|
165
$52.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
145New |
$30K - $34.1K
|
145
$45.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
90New |
$18.6K - $21.2K
|
90
$28.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
90+ 5.92% |
$18.6K - $21.2K
|
1.61K
$508K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
83+ 100.0% |
$17.2K - $19.5K
|
166
$52.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
70+ 0.3% |
$14.5K - $16.5K
|
23K
$7.28M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
39New |
$8.07K - $9.18K
|
39
$12.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
12New |
$2.48K - $2.83K
|
12
$3.79K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
4+ 0.23% |
$828 - $942
|
1.78K
$562K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1New |
$207 - $235
|
1
$316
|
|
| Q3 2022 | |||||||
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
13.8KNew |
$2.86M - $3.44M
|
13.8K
$4.36M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
13.6KNew |
$2.82M - $3.4M
|
13.6K
$4.31M
|
|
|
Nov 02, 2022
Q3 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
13.3K+ 9.08% |
$2.75M - $3.32M
|
160K
$50.5M
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.72KNew |
$770K - $928K
|
3.72K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$580K - $699K
|
2.8K
$885K
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.73KNew |
$565K - $681K
|
2.73K
$862K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.18KNew |
$452K - $544K
|
2.18K
$689K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1.95KNew |
$404K - $487K
|
1.95K
$617K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.39K+ 88.05% |
$288K - $347K
|
2.98K
$940K
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.25KNew |
$258K - $311K
|
1.25K
$394K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
1KNew |
$207K - $249K
|
1K
$316K
|
|
|
Oct 24, 2022
Q3 2022
|
Amarillo National Bank
|
BUY
|
- |
1KNew |
$207K - $249K
|
1K
$316K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
973+ 11.07% |
$201K - $243K
|
9.77K
$3.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
550New |
$114K - $137K
|
550
$174K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
500New |
$104K - $125K
|
500
$158K
|
|
|
Nov 07, 2022
Q3 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
293+ 1.21% |
$60.7K - $73.1K
|
24.5K
$7.73M
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
214New |
$44.3K - $53.4K
|
214
$67.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
184New |
$38.1K - $45.9K
|
184
$58.1K
|
|