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
Apr 28, 2025 Q1 2025
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
5
New
$1.57K - $1.75K
5 $1.9K
May 08, 2025 Q1 2025
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
2
+ 0.21%
$626 - $700
967 $368K
Apr 22, 2025 Q1 2025
Continuum Advisory, LLC

Eagle, ID
BUY
 -
2
+ 22.22%
$626 - $700
11 $4.19K
Apr 10, 2025 Q1 2025
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
2
+ 0.25%
$626 - $700
812 $309K
May 09, 2025 Q1 2025
Atlantic Private Wealth, LLC

BUY
 -
1
+ 0.72%
$313 - $350
140 $53.3K
Apr 23, 2025 Q1 2025
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
1
+ 0.03%
$313 - $350
3.17K $1.21M
Q4 2024
Feb 07, 2025 Q4 2024
Independent Advisor Alliance

BUY
 -
81.6K
New
$26.4M - $28.5M
81.6K $31.1M
Feb 14, 2025 Q4 2024
Two Sigma Investments, LP

New York, NY
BUY
 -
27.7K
New
$8.95M - $9.67M
27.7K $10.5M
Jan 14, 2025 Q4 2024
Tallon Kerry Patrick

Pittsford, NY
BUY
 -
22.8K
New
$7.37M - $7.96M
22.8K $8.68M
Feb 11, 2025 Q4 2024
Sei Investments CO

Oaks, PA
BUY
 -
20K
New
$6.46M - $6.98M
20K $7.61M
Jan 17, 2025 Q4 2024
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
8.39K
New
$2.71M - $2.93M
8.39K $3.19M
Feb 14, 2025 Q4 2024
Bakala Capital Management LLC

Greenville, SC
BUY
 -
6.01K
New
$1.94M - $2.1M
6.01K $2.29M
Feb 14, 2025 Q4 2024
Fuller & Thaler Asset Management, Inc.

San Mateo, CA
BUY
 -
5.91K
New
$1.91M - $2.06M
5.91K $2.25M
Jan 27, 2025 Q4 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
3.18K
+ 88.52%
$1.03M - $1.11M
6.78K $2.58M
Feb 13, 2025 Q4 2024
Fiduciary Management Inc

Milwaukee, WI
BUY
 -
1.97K
New
$635K - $686K
1.97K $748K
Feb 14, 2025 Q4 2024
Earnest Partners LLC

Atlanta, GA
BUY
 -
1.93K
New
$624K - $674K
1.93K $735K
Feb 13, 2025 Q4 2024
Cramer Rosenthal Mcglynn LLC

Greenwich, CT
BUY
 -
1.74K
New
$563K - $608K
1.74K $663K
Feb 14, 2025 Q4 2024
Ground Swell Capital, LLC

Folly Beach, SC
BUY
 -
1.68K
New
$541K - $585K
1.68K $638K
Feb 12, 2025 Q4 2024
Clearbridge Investments, LLC

New York, NY
BUY
 -
1.27K
New
$409K - $442K
1.27K $482K
Jan 30, 2025 Q4 2024
Campbell Wealth Management

BUY
 -
1.19K
+ 1.94%
$383K - $414K
62.2K $23.7M
Feb 04, 2025 Q4 2024
Magnolia Private Wealth, LLC

Philadelphia, PA
BUY
 -
1.1K
New
$354K - $383K
1.1K $417K
Feb 06, 2025 Q4 2024
Promus Capital, LLC

Chicago, IL
BUY
 -
918
New
$297K - $320K
918 $349K
Feb 04, 2025 Q4 2024
Schnieders Capital Management LLC

BUY
 -
864
New
$279K - $302K
864 $329K
May 05, 2025 Q4 2024
Bingham Private Wealth, LLC

San Francisco, CA
BUY
 -
819
New
$265K - $286K
819 $312K
Feb 06, 2025 Q4 2024
Cookson Peirce & CO Inc

BUY
 -
803
New
$259K - $280K
803 $306K
Jan 31, 2025 Q4 2024
Atlas Legacy Advisors, LLC

Los Angeles, CA
BUY
 -
781
New
$252K - $273K
781 $297K
Feb 14, 2025 Q4 2024
Burling Wealth Partners, LLC

Chicago, IL
BUY
 -
750
New
$242K - $262K
750 $285K
Jan 16, 2025 Q4 2024
Corundum Group, Inc.

BUY
 -
745
New
$241K - $260K
745 $283K
Feb 13, 2025 Q4 2024
Defined Financial Planning LLC

San Rafael, CA
BUY
 -
721
New
$233K - $252K
721 $274K
Feb 07, 2025 Q4 2024
Managed Asset Portfolios, LLC

Rochester, MI
BUY
 -
714
New
$231K - $249K
714 $272K
Feb 13, 2025 Q4 2024
Decatur Capital Management, Inc.

Decatur, GA
BUY
 -
672
New
$217K - $235K
672 $256K
Feb 13, 2025 Q4 2024
Montag & Caldwell, LLC

Atlanta, GA
BUY
 -
666
New
$215K - $232K
666 $253K
Jan 30, 2025 Q4 2024
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
640
New
$207K - $223K
640 $244K
Feb 11, 2025 Q4 2024
Switch Point Financial Planning, LLC

Lehi, UT
BUY
 -
634
New
$205K - $221K
634 $241K
Feb 14, 2025 Q4 2024
Westwood Holdings Group Inc

Dallas, TX
BUY
 -
629
+ 42.41%
$203K - $220K
2.11K $804K
Feb 13, 2025 Q4 2024
Argent Trust CO

Nashville, TN
BUY
 -
629
New
$203K - $220K
629 $239K
Jan 13, 2025 Q4 2024
Unique Wealth, LLC

Tampa, FL
BUY
 -
620
New
$200K - $216K
620 $236K
Feb 10, 2025 Q4 2024
Vsm Wealth Advisory, LLC

Hunt Valley, MD
BUY
 -
487
New
$157K - $170K
487 $185K
Jan 29, 2025 Q4 2024
Tfc Financial Management

BUY
 -
375
New
$121K - $131K
375 $143K
Feb 10, 2025 Q4 2024
One8zero8, LLC

Greensboro, NC
BUY
 -
290
New
$93.7K - $101K
290 $110K
Feb 05, 2025 Q4 2024
Anchor Capital Advisors LLC

BUY
 -
283
+ 31.48%
$91.4K - $98.8K
1.18K $450K
Mar 21, 2025 Q4 2024
Mascagni Wealth Management, Inc.

Clinton, MS
BUY
 -
248
New
$80.1K - $86.6K
248 $94.4K
Feb 11, 2025 Q4 2024
Millstone Evans Group, LLC

Boulder, CO
BUY
 -
208
New
$67.2K - $72.6K
208 $79.1K
Feb 12, 2025 Q4 2024
Uma Financial Services, Inc.

BUY
 -
145
New
$46.8K - $50.6K
145 $55.2K
Jan 31, 2025 Q4 2024
Bank Of Jackson Hole Trust

Jackson, WY
BUY
 -
75
New
$24.2K - $26.2K
75 $28.5K
Jan 17, 2025 Q4 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
71
+ 126.79%
$22.9K - $24.8K
127 $48.3K
Jan 29, 2025 Q4 2024
Stonebridge Financial Group, LLC

Wormleysburg, PA
BUY
 -
50
New
$16.2K - $17.5K
50 $19K
Feb 07, 2025 Q4 2024
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
45
+ 2.71%
$14.5K - $15.7K
1.7K $648K
Jan 14, 2025 Q4 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
30
New
$9.69K - $10.5K
30 $11.4K

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