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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
790New |
$183K - $201K
|
790
$301K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
500New |
$116K - $127K
|
500
$190K
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
427+ 45.38% |
$98.9K - $109K
|
1.37K
$521K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
137New |
$31.7K - $34.9K
|
137
$52.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
79New |
$18.3K - $20.1K
|
79
$30.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
27New |
$6.25K - $6.87K
|
27
$10.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
8+ 0.06% |
$1.85K - $2.04K
|
12.9K
$4.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 55.56% |
$1.16K - $1.27K
|
14
$5.33K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2+ 0.21% |
$463 - $509
|
974
$371K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
753KNew |
$165M - $182M
|
753K
$287M
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
BUY
|
- |
32.4K+ 1008.09% |
$7.09M - $7.85M
|
35.6K
$13.6M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
11.5KNew |
$2.52M - $2.79M
|
11.5K
$4.38M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
7.33KNew |
$1.6M - $1.77M
|
7.33K
$2.79M
|
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
PUT |
4KNew |
$875K - $969K
|
4K
$1.52M
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
1.94K+ 2.14% |
$423K - $469K
|
92.3K
$35.1M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.01KNew |
$220K - $243K
|
1.01K
$382K
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
987New |
$216K - $239K
|
987
$376K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
900New |
$197K - $218K
|
900
$342K
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
883New |
$193K - $214K
|
883
$336K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
740New |
$162K - $179K
|
740
$282K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
630New |
$138K - $153K
|
630
$240K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
229+ 322.54% |
$50.1K - $55.5K
|
300
$114K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
140+ 0.15% |
$30.6K - $33.9K
|
96K
$36.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$21.9K - $24.2K
|
100
$38.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Sl Advisors, LLC
|
BUY
|
- |
31+ 0.36% |
$6.78K - $7.51K
|
8.68K
$3.3M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.46% |
$219 - $242
|
220
$83.7K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
University Of Pittsburgh Of The Commonwealth System Of Higher Education
Pittsburgh, PA |
BUY
|
- |
127KNew |
$26.3M - $29.9M
|
127K
$48.3M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
65.1KNew |
$13.5M - $15.3M
|
65.1K
$24.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
65.1KNew |
$13.5M - $15.3M
|
65.1K
$24.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
9.64KNew |
$2M - $2.27M
|
9.64K
$3.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
3.38KNew |
$700K - $796K
|
3.38K
$1.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
1.69KNew |
$349K - $397K
|
1.69K
$642K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.61KNew |
$334K - $380K
|
1.61K
$614K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.33KNew |
$275K - $312K
|
1.33K
$505K
|
|
|
Feb 14, 2023
Q4 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
1.12KNew |
$231K - $263K
|
1.12K
$424K
|
|
|
Feb 10, 2023
Q4 2022
|
Pine Ridge Advisers LLC
New York, NY |
BUY
|
- |
1.08KNew |
$224K - $255K
|
1.08K
$412K
|
|
|
Jan 26, 2023
Q4 2022
|
Alta Capital Management LLC
|
BUY
|
- |
1.08KNew |
$222K - $253K
|
1.08K
$409K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
962New |
$199K - $227K
|
962
$366K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
BUY
|
- |
919New |
$190K - $216K
|
919
$350K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
708+ 212.61% |
$146K - $167K
|
1.04K
$396K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
300New |
$62.1K - $70.6K
|
300
$114K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
293New |
$60.6K - $69K
|
293
$111K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
251New |
$51.9K - $59.1K
|
251
$95.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
165New |
$34.1K - $38.9K
|
165
$62.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
145New |
$30K - $34.1K
|
145
$55.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
90+ 5.92% |
$18.6K - $21.2K
|
1.61K
$612K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
83+ 100.0% |
$17.2K - $19.5K
|
166
$63.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
39New |
$8.07K - $9.18K
|
39
$14.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
12New |
$2.48K - $2.83K
|
12
$4.57K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
4+ 0.23% |
$828 - $942
|
1.78K
$677K
|
|