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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7+ 0.25% |
$2.46K - $2.66K
|
2.83K
$1.08M
|
|
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.24% |
$1.76K - $1.9K
|
2.06K
$783K
|
|
|
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
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4+ 0.16% |
$1.4K - $1.52K
|
2.55K
$968K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
4+ 0.25% |
$1.4K - $1.52K
|
1.62K
$616K
|
|
|
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
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 0.3% |
$1.05K - $1.14K
|
988
$376K
|
|
|
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 10, 2025
Q3 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
2+ 0.27% |
$702 - $760
|
740
$282K
|
|
|
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
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
2+ 0.03% |
$702 - $760
|
6.19K
$2.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2+ 0.23% |
$702 - $760
|
880
$335K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2+ 0.18% |
$702 - $760
|
1.11K
$422K
|
|
|
Oct 10, 2025
Q3 2025
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.34% |
$702 - $760
|
585
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.03% |
$351 - $380
|
3.87K
$1.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$351 - $380
|
1.1K
$417K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.11% |
$351 - $380
|
920
$350K
|
|
|
Nov 10, 2025
Q3 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 0.25% |
$351 - $380
|
404
$154K
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1+ 0.07% |
$351 - $380
|
1.43K
$545K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1+ 0.07% |
$351 - $380
|
1.53K
$583K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1+ 0.13% |
$351 - $380
|
755
$287K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1+ 0.09% |
$351 - $380
|
1.06K
$403K
|
|
|
Nov 04, 2025
Q3 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1+ 0.08% |
$351 - $380
|
1.23K
$469K
|
|
|
Nov 04, 2025
Q3 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1New |
$351 - $380
|
1
$381
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.24% |
$351 - $380
|
422
$161K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.05% |
$351 - $380
|
1.97K
$750K
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1+ 0.15% |
$351 - $380
|
662
$252K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1+ 0.02% |
$351 - $380
|
4.18K
$1.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1+ 0.09% |
$351 - $380
|
1.1K
$420K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.05% |
$351 - $380
|
1.89K
$720K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.17% |
$351 - $380
|
581
$221K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
1+ 2.94% |
$351 - $380
|
35
$13.3K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
985K+ 31808.4% |
$277M - $346M
|
988K
$376M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
57.8K+ 35000.0% |
$16.3M - $20.3M
|
57.9K
$22M
|
|
|
Aug 15, 2025
Q2 2025
|
American Family Investments, Inc.
Madison, WI |
BUY
|
- |
34.5KNew |
$9.72M - $12.1M
|
34.5K
$13.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
26KNew |
$7.32M - $9.13M
|
26K
$9.89M
|
|