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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
471+ 13.03% |
$165K - $179K
|
4.09K
$1.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
460+ 73.72% |
$161K - $175K
|
1.08K
$412K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
400+ 39.41% |
$140K - $152K
|
1.42K
$538K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
394+ 7.93% |
$138K - $150K
|
5.37K
$2.04M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
369New |
$130K - $140K
|
369
$140K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
353+ 14.86% |
$124K - $134K
|
2.73K
$1.04M
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
345+ 6.31% |
$121K - $131K
|
5.82K
$2.21M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
339+ 8.0% |
$119K - $129K
|
4.58K
$1.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
334+ 1.84% |
$117K - $127K
|
18.5K
$7.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
329+ 671.43% |
$115K - $125K
|
378
$144K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
317+ 48.47% |
$111K - $120K
|
971
$369K
|
|
|
Nov 14, 2025
Q3 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
274+ 20.49% |
$96.2K - $104K
|
1.61K
$613K
|
|
|
Nov 05, 2025
Q3 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
266New |
$93.4K - $101K
|
266
$101K
|
|
|
Nov 14, 2025
Q3 2025
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
252+ 5.39% |
$88.5K - $95.7K
|
4.93K
$1.87M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
246+ 3.16% |
$86.4K - $93.4K
|
8.02K
$3.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
215+ 16.01% |
$75.5K - $81.7K
|
1.56K
$593K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
206+ 8.4% |
$72.3K - $78.2K
|
2.66K
$1.01M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
205+ 7.21% |
$72K - $77.9K
|
3.05K
$1.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
200+ 3.28% |
$70.2K - $76K
|
6.3K
$2.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
197+ 5.79% |
$69.2K - $74.8K
|
3.6K
$1.37M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
188+ 3.06% |
$66K - $71.4K
|
6.34K
$2.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
180+ 14.61% |
$63.2K - $68.4K
|
1.41K
$537K
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
175New |
$61.4K - $66.5K
|
175
$66.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
172+ 4.81% |
$60.4K - $65.3K
|
3.75K
$1.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
168+ 2.14% |
$59K - $63.8K
|
8.01K
$3.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
167New |
$58.6K - $63.4K
|
167
$63.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
167+ 14.52% |
$58.6K - $63.4K
|
1.32K
$501K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
148+ 3.25% |
$52K - $56.2K
|
4.7K
$1.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
145+ 2.24% |
$50.9K - $55.1K
|
6.61K
$2.51M
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
144+ 3.89% |
$50.5K - $54.7K
|
3.85K
$1.46M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
134+ 13.31% |
$47K - $50.9K
|
1.14K
$434K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
127+ 0.07% |
$44.6K - $48.2K
|
178K
$67.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
126+ 0.5% |
$44.2K - $47.9K
|
25.5K
$9.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
124+ 1.0% |
$43.5K - $47.1K
|
12.5K
$4.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
122+ 0.25% |
$42.8K - $46.3K
|
49.2K
$18.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
119+ 0.59% |
$41.8K - $45.2K
|
20.4K
$7.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
109+ 15.37% |
$38.3K - $41.4K
|
818
$311K
|
|
|
Nov 12, 2025
Q3 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
108+ 0.07% |
$37.9K - $41K
|
153K
$58.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
92+ 1.64% |
$32.3K - $34.9K
|
5.7K
$2.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
85+ 2.29% |
$29.8K - $32.3K
|
3.79K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
80+ 0.78% |
$28.1K - $30.4K
|
10.4K
$3.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
79+ 0.31% |
$27.7K - $30K
|
25.9K
$9.85M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
78+ 3.3% |
$27.4K - $29.6K
|
2.44K
$928K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
78+ 1.46% |
$27.4K - $29.6K
|
5.42K
$2.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
75New |
$26.3K - $28.5K
|
75
$28.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
74+ 0.25% |
$26K - $28.1K
|
29.8K
$11.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
72+ 0.38% |
$25.3K - $27.3K
|
19K
$7.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
71+ 4.33% |
$24.9K - $27K
|
1.71K
$651K
|
|
|
Nov 17, 2025
Q3 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
65+ 0.18% |
$22.8K - $24.7K
|
37.1K
$14.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
63+ 1.94% |
$22.1K - $23.9K
|
3.3K
$1.26M
|
|