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 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 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
|
|
|
Nov 04, 2025
Q3 2025
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
61+ 2.95% |
$21.4K - $23.2K
|
2.13K
$809K
|
|
|
Nov 13, 2025
Q3 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
59+ 0.13% |
$20.7K - $22.4K
|
44.7K
$17M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
58+ 0.26% |
$20.4K - $22K
|
22.1K
$8.42M
|
|
|
Nov 13, 2025
Q3 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
42+ 0.19% |
$14.7K - $16K
|
22.2K
$8.43M
|
|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
38+ 0.09% |
$13.3K - $14.4K
|
43.5K
$16.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
35+ 0.08% |
$12.3K - $13.3K
|
43.5K
$16.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
35+ 318.18% |
$12.3K - $13.3K
|
46
$17.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
34+ 0.7% |
$11.9K - $12.9K
|
4.9K
$1.87M
|
|
|
Nov 17, 2025
Q3 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
32+ 0.64% |
$11.2K - $12.2K
|
5.06K
$1.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
32+ 1.9% |
$11.2K - $12.2K
|
1.72K
$653K
|
|
|
Nov 03, 2025
Q3 2025
|
Jordan Park Group LLC
|
BUY
|
- |
28+ 0.15% |
$9.83K - $10.6K
|
18.9K
$7.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
22New |
$7.72K - $8.36K
|
22
$8.37K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20+ 0.76% |
$7.02K - $7.6K
|
2.64K
$1.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
20+ 0.72% |
$7.02K - $7.6K
|
2.79K
$1.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
18+ 0.95% |
$6.32K - $6.84K
|
1.91K
$725K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
BUY
|
- |
15+ 0.06% |
$5.27K - $5.7K
|
25.5K
$9.72M
|
|
|
Nov 13, 2025
Q3 2025
|
Nvest Financial, LLC
|
BUY
|
- |
14+ 0.25% |
$4.91K - $5.32K
|
5.69K
$2.17M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
14+ 0.36% |
$4.91K - $5.32K
|
3.86K
$1.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
13+ 0.25% |
$4.56K - $4.94K
|
5.23K
$1.99M
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
12+ 0.25% |
$4.21K - $4.56K
|
4.85K
$1.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10+ 4.24% |
$3.51K - $3.8K
|
246
$93.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.19% |
$3.16K - $3.42K
|
4.8K
$1.83M
|
|
|
Nov 03, 2025
Q3 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
8+ 0.09% |
$2.81K - $3.04K
|
9.01K
$3.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7+ 0.22% |
$2.46K - $2.66K
|
3.2K
$1.22M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7+ 0.09% |
$2.46K - $2.66K
|
7.83K
$2.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6+ 6.0% |
$2.11K - $2.28K
|
106
$40.3K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5+ 0.25% |
$1.76K - $1.9K
|
2.02K
$768K
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
5+ 0.21% |
$1.76K - $1.9K
|
2.35K
$893K
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
5+ 0.28% |
$1.76K - $1.9K
|
1.81K
$689K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5+ 0.1% |
$1.76K - $1.9K
|
5K
$1.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
4+ 0.29% |
$1.4K - $1.52K
|
1.38K
$525K
|
|
|
Nov 14, 2025
Q3 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4+ 0.16% |
$1.4K - $1.52K
|
2.44K
$927K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3+ 0.21% |
$1.05K - $1.14K
|
1.47K
$558K
|
|
|
Nov 06, 2025
Q3 2025
|
St. Louis Trust CO
|
BUY
|
- |
3+ 0.01% |
$1.05K - $1.14K
|
22K
$8.35M
|
|
|
Nov 05, 2025
Q3 2025
|
Firestone Capital Management
|
BUY
|
- |
3+ 0.08% |
$1.05K - $1.14K
|
3.73K
$1.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$1.05K - $1.14K
|
14.4K
$5.49M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3+ 0.15% |
$1.05K - $1.14K
|
1.96K
$745K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2+ 0.26% |
$702 - $760
|
767
$292K
|
|
|
Nov 12, 2025
Q3 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2+ 0.19% |
$702 - $760
|
1.04K
$396K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2+ 0.26% |
$702 - $760
|
778
$296K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.14% |
$702 - $760
|
1.41K
$537K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2+ 0.24% |
$702 - $760
|
845
$322K
|
|
|
Oct 17, 2025
Q3 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2+ 0.01% |
$702 - $760
|
22.9K
$8.71M
|
|