Latest Institutional Purchases of Ishares Russell 3000 ETF (IWV)

IWV Quotes by TradingView

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
Aug 14, 2025 Q2 2025
Benjamin Edwards Inc

Clayton, MO
BUY
 -
658
+ 84.79%
$185K - $231K
1.43K $546K
Jul 21, 2025 Q2 2025
Penobscot Investment Management Company, Inc.

Boston, MA
BUY
 -
626
New
$176K - $220K
626 $238K
Aug 04, 2025 Q2 2025
Partners In Financial Planning

Salem, VA
BUY
 -
611
New
$172K - $214K
611 $232K
Aug 14, 2025 Q2 2025
Iconiq Capital, LLC

San Francisco, CA
BUY
 -
603
New
$170K - $212K
603 $229K
Aug 04, 2025 Q2 2025
Creative Financial Designs Inc

BUY
 -
601
New
$169K - $211K
601 $229K
Aug 07, 2025 Q2 2025
Alpha Cubed Investments, LLC

BUY
 -
594
New
$167K - $208K
594 $226K
Jul 08, 2025 Q2 2025
Strategic Advocates LLC

Logan, UT
BUY
 -
574
New
$162K - $201K
574 $218K
Aug 04, 2025 Q2 2025
Capital Performance Advisors LLP

BUY
 -
573
New
$161K - $201K
573 $218K
Jul 28, 2025 Q2 2025
Mutual Advisors, LLC

Casper, WY
BUY
 -
562
New
$158K - $197K
562 $214K
Aug 14, 2025 Q2 2025
Cambridge Associates LLC

Boston, MA
BUY
 -
534
+ 3.8%
$150K - $187K
14.6K $5.55M
Aug 13, 2025 Q2 2025
Kilter Group LLC

Rhinebeck, NY
BUY
 -
370
New
$104K - $130K
370 $141K
Jul 31, 2025 Q2 2025
Cva Family Office, LLC

BUY
 -
348
+ 8.7%
$98K - $122K
4.35K $1.65M
Jul 01, 2025 Q2 2025
Rowland & CO Investment Counsel

Atlanta, GA
BUY
 -
285
New
$80.3K - $100K
285 $108K
Aug 05, 2025 Q2 2025
Huntington National Bank

Columbus, OH
BUY
 -
204
+ 261.54%
$57.5K - $71.6K
282 $107K
Jul 08, 2025 Q2 2025
Massmutual Trust CO Fsb

BUY
 -
200
New
$56.3K - $70.2K
200 $76.1K
Aug 05, 2025 Q2 2025
Centennial Bank/Ar/

Conway, AR
BUY
 -
160
+ 340.43%
$45.1K - $56.2K
207 $78.8K
Jul 15, 2025 Q2 2025
Plancorp, LLC

BUY
 -
145
+ 13.92%
$40.8K - $50.9K
1.19K $452K
Aug 07, 2025 Q2 2025
Davis R M Inc

Portland, ME
BUY
 -
133
+ 0.08%
$37.5K - $46.7K
160K $60.7M
Jul 21, 2025 Q2 2025
Team Financial Group, LLC

Temecula, CA
BUY
 -
131
New
$36.9K - $46K
131 $49.8K
Aug 04, 2025 Q2 2025
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
120
+ 214.29%
$33.8K - $42.1K
176 $67K
Jul 17, 2025 Q2 2025
Beacon Capital Management, LLC

BUY
 -
86
+ 96.63%
$24.2K - $30.2K
175 $66.6K
Nov 24, 2025 Q2 2025
William Mack & Associates, Inc.

Troy, MI
BUY
 -
65
+ 3.54%
$18.3K - $22.8K
1.9K $723K
Jul 15, 2025 Q2 2025
Rvw Wealth, LLC

BUY
 -
58
+ 3.96%
$16.3K - $20.4K
1.52K $579K
Jul 24, 2025 Q2 2025
Jnba Financial Advisors

BUY
 -
47
+ 24.35%
$13.2K - $16.5K
240 $91.3K
Aug 11, 2025 Q2 2025
Vanguard Group Inc

Valley Forge, PA
BUY
 -
32
+ 0.13%
$9.01K - $11.2K
24.8K $9.44M
Aug 19, 2025 Q2 2025
Delos Wealth Advisors, LLC

Dallas, TX
BUY
 -
28
New
$7.89K - $9.83K
28 $10.7K
Jul 29, 2025 Q2 2025
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
28
+ 1.05%
$7.89K - $9.83K
2.69K $1.02M
Sep 11, 2025 Q2 2025
Silicon Valley Capital Partners

BUY
 -
1
+ 0.6%
$282 - $351
167 $63.5K
Aug 14, 2025 Q2 2025
Strategic Wealth Investment Group, LLC

BUY
 -
1
New
$282 - $351
1 $381
Jul 21, 2025 Q2 2025
Pflug Koory, LLC

BUY
 -
1
+ 0.51%
$282 - $351
198 $75.3K
Jul 15, 2025 Q2 2025
Graypoint LLC

BUY
 -
1
+ 0.03%
$282 - $351
3.19K $1.21M
Jul 11, 2025 Q2 2025
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
1
+ 0.1%
$282 - $351
1.04K $395K
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
Apr 24, 2025 Q1 2025
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
5.32K
New
$1.66M - $1.86M
5.32K $2.02M
May 01, 2025 Q1 2025
Schechter Investment Advisors, LLC

Birmingham, MI
BUY
 -
3.72K
New
$1.16M - $1.3M
3.72K $1.41M
May 15, 2025 Q1 2025
Balyasny Asset Management LLC

Chicago, IL
BUY
 -
3.02K
New
$945K - $1.06M
3.02K $1.15M
May 08, 2025 Q1 2025
Aegis Wealth Management LLC

Bethesda, MD
BUY
 -
2.75K
New
$861K - $962K
2.75K $1.05M
May 09, 2025 Q1 2025
Rps Advisory Solutions LLC

Louisville, KY
BUY
 -
2.32K
New
$726K - $811K
2.32K $882K
Apr 24, 2025 Q1 2025
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
2.02K
+ 152.45%
$632K - $707K
3.35K $1.27M
Apr 30, 2025 Q1 2025
Topsail Wealth Management, LLC

Charlotte, NC
BUY
 -
1.93K
New
$605K - $676K
1.93K $735K
May 05, 2025 Q1 2025
Lindbrook Capital, LLC

BUY
 -
1.92K
+ 16.89%
$602K - $673K
13.3K $5.06M
Apr 29, 2025 Q1 2025
Burke & Herbert Bank & Trust CO

BUY
 -
1.67K
New
$522K - $584K
1.67K $635K
Apr 21, 2025 Q1 2025
Boston Trust Walden Corp

BUY
 -
1.59K
New
$498K - $556K
1.59K $605K
May 08, 2025 Q1 2025
Ackerman Asset Management, LLC

Rockville, MD
BUY
 -
1.35K
New
$423K - $472K
1.35K $514K
Apr 28, 2025 Q1 2025
Detalus Advisors, LLC

BUY
 -
1.31K
New
$411K - $460K
1.31K $500K
May 05, 2025 Q1 2025
Csenge Advisory Group

BUY
 -
1.21K
New
$379K - $423K
1.21K $460K
May 15, 2025 Q1 2025
Signature Estate & Investment Advisors LLC

BUY
 -
721
New
$226K - $252K
721 $274K
Apr 29, 2025 Q1 2025
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
584
New
$183K - $204K
584 $222K
May 15, 2025 Q1 2025
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
504
New
$158K - $176K
504 $192K

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