Purchases and Sales Made in Q1 2024 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 3000 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Unc Management Company, Inc.
Chapel Hill, NC |
BUY
|
- |
401KNew |
$108M - $120M
|
401K
$136M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
224K+ 30.54% |
$60.1M - $67.2M
|
958K
$324M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
160KNew |
$42.9M - $47.9M
|
160K
$54M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
96.3K+ 103.31% |
$25.8M - $28.9M
|
189K
$64.1M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
74.6KNew |
$20M - $22.4M
|
74.6K
$25.2M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
66.2K+ 120.39% |
$17.8M - $19.9M
|
121K
$41M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
49K+ 274.09% |
$13.2M - $14.7M
|
66.9K
$22.6M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
45.6KNew |
$12.2M - $13.7M
|
45.6K
$15.4M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
34.2K+ 19.99% |
$9.18M - $10.3M
|
205K
$69.5M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.7K+ 6.81% |
$5.01M - $5.6M
|
293K
$99M
|
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
18KNew |
$4.82M - $5.39M
|
18K
$6.08M
|
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
12.6K+ 4.72% |
$3.38M - $3.77M
|
279K
$94.3M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.2K+ 608.45% |
$3.27M - $3.65M
|
14.2K
$4.79M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10.1K+ 6.78% |
$2.7M - $3.02M
|
159K
$53.6M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 10.62% |
$2.7M - $3.02M
|
105K
$35.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Strategic Equity Management
|
BUY
|
- |
9.84K+ 67.09% |
$2.64M - $2.95M
|
24.5K
$8.29M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
8.59K+ 408.66% |
$2.3M - $2.58M
|
10.7K
$3.61M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
8.4K+ 86.98% |
$2.25M - $2.52M
|
18.1K
$6.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
BUY
|
- |
7.58K+ 295.71% |
$2.03M - $2.28M
|
10.1K
$3.43M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.46K+ 2.41% |
$2M - $2.24M
|
317K
$107M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
7.33K+ 21.35% |
$1.97M - $2.2M
|
41.7K
$14.1M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6.12K+ 3.8% |
$1.64M - $1.84M
|
167K
$56.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.86K+ 9.43% |
$1.57M - $1.76M
|
68K
$23M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.86K+ 42.01% |
$1.57M - $1.76M
|
19.8K
$6.7M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
5.47K+ 3.67% |
$1.47M - $1.64M
|
155K
$52.3M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
4.75KNew |
$1.27M - $1.42M
|
4.75K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.75K+ 943.74% |
$1.27M - $1.42M
|
5.25K
$1.78M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.72KNew |
$1.27M - $1.42M
|
4.72K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.68KNew |
$1.26M - $1.4M
|
4.68K
$1.58M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
4.54KNew |
$1.22M - $1.36M
|
4.54K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.3KNew |
$1.15M - $1.29M
|
4.3K
$1.45M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.21K+ 104.13% |
$1.13M - $1.26M
|
8.26K
$2.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.16KNew |
$1.12M - $1.25M
|
4.16K
$1.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.91K+ 4.98% |
$1.05M - $1.17M
|
82.4K
$27.9M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
3.36KNew |
$902K - $1.01M
|
3.36K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
3.3K+ 30.65% |
$885K - $990K
|
14.1K
$4.76M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.14K+ 6.48% |
$843K - $942K
|
51.6K
$17.5M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.1K+ 46.97% |
$832K - $930K
|
9.7K
$3.28M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.06KNew |
$821K - $918K
|
3.06K
$1.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.73K+ 1.63% |
$733K - $819K
|
170K
$57.5M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.63K+ 1.51% |
$705K - $788K
|
177K
$59.8M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.53KNew |
$678K - $759K
|
2.53K
$855K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.47K+ 38.29% |
$664K - $742K
|
8.94K
$3.02M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
2.46KNew |
$659K - $737K
|
2.46K
$831K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.41K+ 26.46% |
$647K - $724K
|
11.5K
$3.9M
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
2.32K+ 11.43% |
$622K - $695K
|
22.6K
$7.64M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.26KNew |
$608K - $679K
|
2.26K
$766K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.06K+ 1.07% |
$552K - $617K
|
195K
$66M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.02KNew |
$542K - $606K
|
2.02K
$683K
|
|
|
Apr 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
1.97K+ 17.9% |
$527K - $590K
|
12.9K
$4.38M
|