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 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
100+ 1.01% |
$32.3K - $34.9K
|
9.99K
$3.16M
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
BUY
|
- |
99+ 8.32% |
$32K - $34.6K
|
1.29K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
98+ 13.73% |
$31.7K - $34.2K
|
812
$257K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
76+ 237.5% |
$24.6K - $26.5K
|
108
$34.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
75New |
$24.2K - $26.2K
|
75
$23.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
72+ 1.53% |
$23.3K - $25.1K
|
4.77K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
71+ 126.79% |
$22.9K - $24.8K
|
127
$40.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
64+ 0.1% |
$20.7K - $22.3K
|
61.2K
$19.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
63+ 0.32% |
$20.4K - $22K
|
19.9K
$6.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
59+ 0.04% |
$19.1K - $20.6K
|
168K
$53.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
54+ 0.29% |
$17.4K - $18.9K
|
18.8K
$5.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
50New |
$16.2K - $17.5K
|
50
$15.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
48+ 5.62% |
$15.5K - $16.8K
|
902
$285K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
46+ 1.27% |
$14.9K - $16.1K
|
3.66K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
45+ 2.71% |
$14.5K - $15.7K
|
1.7K
$538K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
44+ 0.66% |
$14.2K - $15.4K
|
6.73K
$2.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
43+ 0.08% |
$13.9K - $15K
|
56.5K
$17.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
42+ 0.1% |
$13.6K - $14.7K
|
43.4K
$13.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
41+ 3.07% |
$13.2K - $14.3K
|
1.38K
$434K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
38+ 3.37% |
$12.3K - $13.3K
|
1.17K
$369K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
35+ 3.18% |
$11.3K - $12.2K
|
1.14K
$359K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
32+ 0.8% |
$10.3K - $11.2K
|
4.03K
$1.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
30+ 115.38% |
$9.69K - $10.5K
|
56
$17.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
30New |
$9.69K - $10.5K
|
30
$9.48K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
28+ 2.36% |
$9.05K - $9.77K
|
1.21K
$383K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
26+ 0.67% |
$8.4K - $9.08K
|
3.9K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
25New |
$8.08K - $8.73K
|
25
$7.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
24+ 1.18% |
$7.75K - $8.38K
|
2.06K
$652K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
24+ 0.23% |
$7.75K - $8.38K
|
10.4K
$3.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
22New |
$7.11K - $7.68K
|
22
$6.95K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
21+ 0.15% |
$6.78K - $7.33K
|
14.3K
$4.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
17+ 0.3% |
$5.49K - $5.93K
|
5.65K
$1.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
16+ 0.31% |
$5.17K - $5.59K
|
5.19K
$1.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
16New |
$5.17K - $5.59K
|
16
$5.06K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
16+ 0.58% |
$5.17K - $5.59K
|
2.79K
$881K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
14+ 0.29% |
$4.52K - $4.89K
|
4.78K
$1.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
14+ 0.15% |
$4.52K - $4.89K
|
9.6K
$3.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
13+ 0.08% |
$4.2K - $4.54K
|
16.6K
$5.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
12+ 0.74% |
$3.88K - $4.19K
|
1.64K
$518K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
12+ 0.21% |
$3.88K - $4.19K
|
5.8K
$1.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12+ 0.03% |
$3.88K - $4.19K
|
47.9K
$15.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.03% |
$3.55K - $3.84K
|
37.2K
$11.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10+ 0.32% |
$3.23K - $3.49K
|
3.17K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
10+ 0.31% |
$3.23K - $3.49K
|
3.19K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$3.23K - $3.49K
|
10
$3.16K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8+ 2.72% |
$2.58K - $2.79K
|
302
$95.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8+ 0.29% |
$2.58K - $2.79K
|
2.76K
$871K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
8+ 0.25% |
$2.58K - $2.79K
|
3.19K
$1.01M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8New |
$2.58K - $2.79K
|
8
$2.53K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
7+ 0.3% |
$2.26K - $2.44K
|
2.33K
$736K
|