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 07, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-6.28K- 5.66% |
$1.68M - $1.88M
|
105K
$35.4M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-6.28K- 5.66% |
$1.68M - $1.88M
|
105K
$35.4M
|
|
|
May 08, 2024
Q1 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-6.65K- 5.85% |
$1.78M - $2M
|
107K
$36.2M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-6.76K- 19.2% |
$1.81M - $2.03M
|
28.5K
$9.63M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.8K- 6.06% |
$1.82M - $2.04M
|
105K
$35.6M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.17K- 6.97% |
$1.92M - $2.15M
|
95.6K
$32.3M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.39K- 1.55% |
$1.98M - $2.22M
|
470K
$159M
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
SELL
|
- |
-7.41K- 12.58% |
$1.99M - $2.22M
|
51.5K
$17.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.6K- 21.48% |
$2.04M - $2.28M
|
27.8K
$9.39M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-7.67K- 1.42% |
$2.06M - $2.3M
|
534K
$181M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-7.8K- 13.43% |
$2.09M - $2.34M
|
50.3K
$17M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.92K- 3.81% |
$2.13M - $2.38M
|
200K
$67.7M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
SELL
|
- |
-8.43K- 3.91% |
$2.26M - $2.53M
|
207K
$70M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-8.56K- 80.29% |
$2.3M - $2.57M
|
2.1K
$711K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.85K- 99.42% |
$2.64M - $2.96M
|
57
$19.3K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.2K- 8.43% |
$2.73M - $3.05M
|
110K
$37.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-10.3K- 3.44% |
$2.75M - $3.08M
|
288K
$97.3M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-10.4K- 92.21% |
$2.8M - $3.13M
|
883
$299K
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-11.3K- 58.89% |
$3.02M - $3.38M
|
7.87K
$2.66M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.7K- 6.1% |
$3.14M - $3.52M
|
180K
$60.9M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-12K- 20.26% |
$3.21M - $3.59M
|
47K
$15.9M
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-13.4K- 3.22% |
$3.6M - $4.03M
|
404K
$137M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-13.9K- 67.6% |
$3.73M - $4.18M
|
6.67K
$2.26M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-14.4K- 46.96% |
$3.87M - $4.33M
|
16.3K
$5.51M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-15.6K- 71.11% |
$4.2M - $4.69M
|
6.36K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.6K- 15.54% |
$4.72M - $5.28M
|
95.6K
$32.3M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-18.2K- 94.74% |
$4.88M - $5.46M
|
1.01K
$342K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18.5K- 30.65% |
$4.95M - $5.54M
|
41.7K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-20.2K- 2.12% |
$5.42M - $6.06M
|
933K
$315M
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
SELL
|
- |
-20.4K- 25.95% |
$5.48M - $6.13M
|
58.3K
$19.7M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-23.6K- 63.1% |
$6.34M - $7.09M
|
13.8K
$4.67M
|
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-29.2K- 83.29% |
$7.84M - $8.76M
|
5.86K
$1.98M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29.6K- 13.96% |
$7.94M - $8.88M
|
182K
$61.6M
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-32.1K- 17.13% |
$8.6M - $9.62M
|
155K
$52.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.9K- 21.53% |
$9.1M - $10.2M
|
124K
$41.8M
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-34.7K- 1.65% |
$9.3M - $10.4M
|
2.07M
$700M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-34.7K- 1.65% |
$9.3M - $10.4M
|
2.07M
$700M
|
|
|
May 08, 2024
Q1 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-35K- 89.82% |
$9.38M - $10.5M
|
3.96K
$1.34M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-38.9K- 62.48% |
$10.4M - $11.7M
|
23.4K
$7.9M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-41.5K- 53.96% |
$11.1M - $12.4M
|
35.4K
$12M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-43.2K- 88.81% |
$11.6M - $12.9M
|
5.44K
$1.84M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.9K- 3.48% |
$11.8M - $13.2M
|
1.22M
$412M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.9K- 3.48% |
$11.8M - $13.2M
|
1.22M
$412M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-49.3K- 53.96% |
$13.2M - $14.8M
|
42K
$14.2M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-50.3K- 24.2% |
$13.5M - $15.1M
|
158K
$53.3M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-64.2K- 5.72% |
$17.2M - $19.3M
|
1.06M
$358M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-85.7K- 11.52% |
$23M - $25.7M
|
658K
$223M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-98.7K- 93.47% |
$26.5M - $29.6M
|
6.9K
$2.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-271K- 89.12% |
$72.8M - $81.4M
|
33.1K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-286K- 97.23% |
$76.8M - $85.9M
|
8.15K
$2.76M
|