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 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
486+ 1.4% |
$157K - $170K
|
35.2K
$11.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
468New |
$151K - $163K
|
468
$148K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
439+ 8.71% |
$142K - $153K
|
5.48K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
431+ 11.85% |
$139K - $150K
|
4.07K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
403+ 3.4% |
$130K - $141K
|
12.2K
$3.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
402+ 7.65% |
$130K - $140K
|
5.66K
$1.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
401New |
$130K - $140K
|
401
$127K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
382+ 13.1% |
$123K - $133K
|
3.3K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
379+ 3.44% |
$122K - $132K
|
11.4K
$3.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
375New |
$121K - $131K
|
375
$118K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
366+ 28.66% |
$118K - $128K
|
1.64K
$519K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
356+ 6.47% |
$115K - $124K
|
5.86K
$1.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
342+ 0.89% |
$110K - $119K
|
38.8K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
333+ 5.15% |
$108K - $116K
|
6.8K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
304+ 11.88% |
$98.2K - $106K
|
2.86K
$905K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
302+ 0.32% |
$97.6K - $105K
|
93.5K
$29.5M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
290New |
$93.7K - $101K
|
290
$91.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
285+ 2.07% |
$92.1K - $99.5K
|
14K
$4.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
283+ 31.48% |
$91.4K - $98.8K
|
1.18K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
275+ 3437.5% |
$88.8K - $96K
|
283
$89.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
268+ 5.07% |
$86.6K - $93.6K
|
5.55K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
267New |
$86.3K - $93.2K
|
267
$84.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
266+ 0.24% |
$85.9K - $92.9K
|
111K
$35M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
252+ 13.1% |
$81.4K - $88K
|
2.18K
$687K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
249+ 0.68% |
$80.4K - $86.9K
|
37K
$11.7M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
248New |
$80.1K - $86.6K
|
248
$78.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
238+ 0.52% |
$76.9K - $83.1K
|
46K
$14.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
224+ 1.41% |
$72.4K - $78.2K
|
16.1K
$5.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
220+ 3.82% |
$71.1K - $76.8K
|
5.98K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
218+ 15.15% |
$70.4K - $76.1K
|
1.66K
$524K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
217+ 0.35% |
$70.1K - $75.8K
|
62.7K
$19.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
208New |
$67.2K - $72.6K
|
208
$65.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
202+ 24.66% |
$65.3K - $70.5K
|
1.02K
$323K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
193+ 18.83% |
$62.4K - $67.4K
|
1.22K
$385K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
192New |
$62K - $67K
|
192
$60.7K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
183+ 4.08% |
$59.1K - $63.9K
|
4.66K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
180+ 3.03% |
$58.2K - $62.8K
|
6.12K
$1.93M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
168+ 8.31% |
$54.3K - $58.6K
|
2.19K
$692K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
161+ 9.32% |
$52K - $56.2K
|
1.89K
$597K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
150+ 3.31% |
$48.5K - $52.4K
|
4.69K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
147+ 0.3% |
$47.5K - $51.3K
|
48.8K
$15.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
145New |
$46.8K - $50.6K
|
145
$45.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
140+ 0.88% |
$45.2K - $48.9K
|
16.1K
$5.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
139+ 2.69% |
$44.9K - $48.5K
|
5.31K
$1.68M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
118+ 3.17% |
$38.1K - $41.2K
|
3.85K
$1.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
113+ 17.71% |
$36.5K - $39.4K
|
751
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
110+ 0.55% |
$35.5K - $38.4K
|
20.3K
$6.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
104+ 7.12% |
$33.6K - $36.3K
|
1.56K
$494K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$32.3K - $34.9K
|
100
$31.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
100+ 10.78% |
$32.3K - $34.9K
|
1.03K
$325K
|