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 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 15, 2025
Q3 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2+ 0.23% |
$702 - $760
|
880
$335K
|
|
|
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
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.11% |
$351 - $380
|
920
$350K
|
|
|
Nov 12, 2025
Q3 2025
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$351 - $380
|
1.1K
$417K
|
|
|
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
|
Rmr Wealth Builders
|
BUY
|
- |
1+ 0.13% |
$351 - $380
|
755
$287K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1+ 0.07% |
$351 - $380
|
1.53K
$583K
|
|
|
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 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 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.17% |
$351 - $380
|
581
$221K
|
|
| 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
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20.1K+ 62656.25% |
$5.65M - $7.04M
|
20.1K
$7.64M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
6.38KNew |
$1.8M - $2.24M
|
6.38K
$2.43M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.98K+ 7.51% |
$1.68M - $2.1M
|
85.5K
$32.5M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.35K+ 12.23% |
$1.51M - $1.88M
|
49.1K
$18.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5.12KNew |
$1.44M - $1.8M
|
5.12K
$1.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
4.76KNew |
$1.34M - $1.67M
|
4.76K
$1.81M
|
|
|
Aug 07, 2025
Q2 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
4.47KNew |
$1.26M - $1.57M
|
4.47K
$1.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
3.89KNew |
$1.1M - $1.37M
|
3.89K
$1.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
3.88KNew |
$1.09M - $1.36M
|
3.88K
$1.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.85KNew |
$1.08M - $1.35M
|
3.85K
$1.47M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.72KNew |
$1.05M - $1.3M
|
3.72K
$1.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
3.56KNew |
$1M - $1.25M
|
3.56K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.5KNew |
$985K - $1.23M
|
3.5K
$1.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
3.12K+ 491.96% |
$879K - $1.09M
|
3.75K
$1.43M
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
3.12KNew |
$877K - $1.09M
|
3.12K
$1.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.98KNew |
$840K - $1.05M
|
2.98K
$1.13M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.15KNew |
$607K - $756K
|
2.15K
$820K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.04KNew |
$575K - $716K
|
2.04K
$776K
|
|
|
Aug 14, 2025
Q2 2025
|
Sentinel Wealth Management, Inc.
Reston, VA |
BUY
|
- |
1.91KNew |
$537K - $669K
|
1.91K
$725K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.7KNew |
$479K - $597K
|
1.7K
$647K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.59K+ 90.23% |
$447K - $557K
|
3.35K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.57K+ 38.53% |
$443K - $552K
|
5.66K
$2.15M
|
|
|
Nov 12, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.25K+ 109.27% |
$352K - $439K
|
2.39K
$911K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.04K+ 1300.0% |
$293K - $365K
|
1.12K
$426K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
978New |
$275K - $343K
|
978
$372K
|
|
|
Aug 27, 2025
Q2 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
918New |
$259K - $322K
|
918
$349K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
768New |
$216K - $270K
|
768
$292K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
700New |
$197K - $246K
|
700
$266K
|
|