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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
778New |
$229K - $254K
|
778
$246K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
725+ 31.14% |
$214K - $237K
|
3.05K
$965K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
723New |
$213K - $236K
|
723
$228K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
682New |
$201K - $223K
|
682
$216K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
644New |
$190K - $210K
|
644
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
643New |
$190K - $210K
|
643
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
626New |
$185K - $205K
|
626
$198K
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
615New |
$181K - $201K
|
615
$194K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
614New |
$181K - $201K
|
614
$194K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
612New |
$180K - $200K
|
612
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Private Capital Management, LLC
Naples, FL |
BUY
|
- |
607New |
$179K - $198K
|
607
$192K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
573New |
$169K - $187K
|
573
$181K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
497New |
$146K - $162K
|
497
$157K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
450+ 314.69% |
$133K - $147K
|
593
$187K
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
406+ 14.59% |
$120K - $133K
|
3.19K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
341+ 13.49% |
$101K - $111K
|
2.87K
$907K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
260+ 64.84% |
$76.6K - $84.9K
|
661
$209K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
215+ 15.99% |
$63.4K - $70.2K
|
1.56K
$493K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
188+ 5.96% |
$55.4K - $61.4K
|
3.34K
$1.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
96+ 384.0% |
$28.3K - $31.4K
|
121
$38.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
77+ 2.18% |
$22.7K - $25.2K
|
3.61K
$1.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
75+ 18.89% |
$22.1K - $24.5K
|
472
$149K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
51New |
$15K - $16.7K
|
51
$16.1K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
36+ 36.0% |
$10.6K - $11.8K
|
136
$43K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
30New |
$8.84K - $9.8K
|
30
$9.48K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
15+ 2.25% |
$4.42K - $4.9K
|
682
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
14+ 0.09% |
$4.13K - $4.57K
|
15.1K
$4.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
12New |
$3.54K - $3.92K
|
12
$3.79K
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
4+ 0.21% |
$1.18K - $1.31K
|
1.88K
$595K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
4+ 0.38% |
$1.18K - $1.31K
|
1.06K
$335K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1+ 0.02% |
$295 - $327
|
4.18K
$1.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.24% |
$295 - $327
|
420
$133K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 3.33% |
$295 - $327
|
31
$9.8K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
75.7K+ 7.91% |
$21.4M - $23.5M
|
1.03M
$327M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.5K+ 266.47% |
$3.53M - $3.86M
|
17.1K
$5.42M
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
10.6KNew |
$3.01M - $3.3M
|
10.6K
$3.36M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
9.68KNew |
$2.74M - $3M
|
9.68K
$3.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.4KNew |
$1.53M - $1.67M
|
5.4K
$1.71M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4.75KNew |
$1.34M - $1.47M
|
4.75K
$1.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.25KNew |
$1.2M - $1.32M
|
4.25K
$1.34M
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
4.14K+ 22.42% |
$1.17M - $1.28M
|
22.6K
$7.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.1K+ 166.78% |
$1.16M - $1.27M
|
6.55K
$2.07M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.86KNew |
$1.09M - $1.19M
|
3.86K
$1.22M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
3KNew |
$850K - $930K
|
3K
$949K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.98KNew |
$842K - $922K
|
2.98K
$940K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.65KNew |
$751K - $822K
|
2.65K
$838K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.64KNew |
$748K - $819K
|
2.64K
$835K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.47KNew |
$699K - $765K
|
2.47K
$780K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.31KNew |
$653K - $714K
|
2.31K
$728K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.7KNew |
$481K - $527K
|
1.7K
$537K
|
|