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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.19KNew |
$336K - $368K
|
1.19K
$375K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
669New |
$189K - $207K
|
669
$211K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
660New |
$187K - $205K
|
660
$209K
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
650New |
$184K - $201K
|
650
$205K
|
|
|
Jul 24, 2024
Q2 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
650New |
$184K - $201K
|
650
$205K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
BUY
|
- |
650New |
$184K - $201K
|
650
$205K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
365New |
$103K - $113K
|
365
$115K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
343New |
$97.1K - $106K
|
343
$108K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
293New |
$83K - $90.8K
|
293
$92.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
254+ 14.1% |
$71.9K - $78.7K
|
2.06K
$649K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
152New |
$43K - $47.1K
|
152
$48K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
120New |
$34K - $37.2K
|
120
$37.9K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
97+ 13.96% |
$27.5K - $30.1K
|
792
$250K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
32New |
$9.06K - $9.92K
|
32
$10.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16+ 2.1% |
$4.53K - $4.96K
|
779
$246K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
15+ 0.08% |
$4.25K - $4.65K
|
18.4K
$5.81M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
14New |
$3.96K - $4.34K
|
14
$4.42K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3+ 0.08% |
$849 - $930
|
3.9K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1+ 0.14% |
$283 - $310
|
704
$222K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
160KNew |
$42.9M - $47.9M
|
160K
$50.5M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
3.36KNew |
$902K - $1.01M
|
3.36K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
3.3K+ 30.65% |
$885K - $990K
|
14.1K
$4.44M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.53KNew |
$678K - $759K
|
2.53K
$799K
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
1.97K+ 17.9% |
$527K - $590K
|
12.9K
$4.09M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
1.32KNew |
$355K - $397K
|
1.32K
$418K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.22K+ 3.44% |
$327K - $365K
|
36.6K
$11.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
877New |
$235K - $263K
|
877
$277K
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
737New |
$198K - $221K
|
737
$233K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
682New |
$183K - $205K
|
682
$216K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
681New |
$183K - $204K
|
681
$215K
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
680New |
$182K - $204K
|
680
$215K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
677New |
$182K - $203K
|
677
$214K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
675New |
$181K - $203K
|
675
$213K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
675New |
$181K - $203K
|
675
$213K
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
358+ 32.4% |
$96.1K - $107K
|
1.46K
$462K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
263New |
$70.6K - $78.9K
|
263
$83.1K
|
|
|
May 13, 2024
Q1 2024
|
Georgetown University
Washington, DC |
BUY
|
- |
251+ 0.25% |
$67.4K - $75.3K
|
100K
$31.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
220+ 7.31% |
$59K - $66K
|
3.23K
$1.02M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
171+ 4.41% |
$45.9K - $51.3K
|
4.05K
$1.28M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
100+ 4.0% |
$26.8K - $30K
|
2.6K
$822K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
100+ 20.0% |
$26.8K - $30K
|
600
$190K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
91+ 151.67% |
$24.4K - $27.3K
|
151
$47.7K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
81New |
$21.7K - $24.3K
|
81
$25.6K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
76New |
$20.4K - $22.8K
|
76
$24K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
57+ 14.77% |
$15.3K - $17.1K
|
443
$140K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
44New |
$11.8K - $13.2K
|
44
$13.9K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
35+ 0.07% |
$9.39K - $10.5K
|
48K
$15.2M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
29+ 1.29% |
$7.78K - $8.7K
|
2.28K
$721K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
22+ 1.01% |
$5.9K - $6.6K
|
2.2K
$694K
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$268 - $300
|
1.1K
$346K
|
|