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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-49- 0.86% |
$13.1K - $14.7K
|
5.64K
$1.93M
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.03% |
$13.4K - $15K
|
4.82K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-50- 2.51% |
$13.4K - $15K
|
1.94K
$664K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-50- 0.46% |
$13.4K - $15K
|
10.8K
$3.71M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-58- 1.74% |
$15.6K - $17.4K
|
3.27K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-66- 0.44% |
$17.7K - $19.8K
|
15.1K
$5.16M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-67- 0.05% |
$18K - $20.1K
|
124K
$42.5M
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-69- 0.13% |
$18.5K - $20.7K
|
54.5K
$18.7M
|
|
|
May 01, 2024
Q1 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-70- 2.76% |
$18.8K - $21K
|
2.47K
$845K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-70- 1.79% |
$18.8K - $21K
|
3.83K
$1.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-71- 0.84% |
$19.1K - $21.3K
|
8.43K
$2.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-71- 1.22% |
$19.1K - $21.3K
|
5.73K
$1.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-74- 5.16% |
$19.9K - $22.2K
|
1.36K
$465K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-74- 4.75% |
$19.9K - $22.2K
|
1.48K
$508K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-75- 2.22% |
$20.1K - $22.5K
|
3.3K
$1.13M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-75- 8.34% |
$20.1K - $22.5K
|
824
$282K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
SELL
|
- |
-79- 8.95% |
$21.2K - $23.7K
|
804
$275K
|
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-80- 6.15% |
$21.5K - $24K
|
1.22K
$418K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-80- 3.94% |
$21.5K - $24K
|
1.95K
$668K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-85- 0.23% |
$22.8K - $25.5K
|
36.1K
$12.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-88- 2.65% |
$23.6K - $26.4K
|
3.24K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-89- 46.6% |
$23.9K - $26.7K
|
102
$34.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-89- 4.15% |
$23.9K - $26.7K
|
2.06K
$704K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-90- 5.78% |
$24.2K - $27K
|
1.47K
$502K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-100- 50.0% |
$26.8K - $30K
|
100
$34.2K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-100- 1.04% |
$26.8K - $30K
|
9.53K
$3.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-100- 0.81% |
$26.8K - $30K
|
12.3K
$4.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-103- 13.77% |
$27.6K - $30.9K
|
645
$221K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-110- 3.34% |
$29.5K - $33K
|
3.19K
$1.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-113- 12.61% |
$30.3K - $33.9K
|
783
$268K
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-120- 5.48% |
$32.2K - $36K
|
2.07K
$708K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-143- 4.98% |
$38.4K - $42.9K
|
2.73K
$934K
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-157- 4.48% |
$42.1K - $47.1K
|
3.35K
$1.15M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
SELL
|
- |
-159- 0.69% |
$42.7K - $47.7K
|
22.9K
$7.82M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-159- 2.39% |
$42.7K - $47.7K
|
6.5K
$2.23M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-163- 97.02% |
$43.7K - $48.9K
|
5
$1.71K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-171- 4.2% |
$45.9K - $51.3K
|
3.9K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-172- 5.92% |
$46.2K - $51.6K
|
2.73K
$935K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-175- 4.18% |
$47K - $52.5K
|
4.01K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-176- 12.52% |
$47.2K - $52.8K
|
1.23K
$421K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-185- 5.45% |
$49.6K - $55.5K
|
3.21K
$1.1M
|
|
|
Apr 10, 2024
Q1 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-187- 2.92% |
$50.2K - $56.1K
|
6.22K
$2.13M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-189- 5.09% |
$50.7K - $56.7K
|
3.53K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-200- 1.31% |
$53.7K - $60K
|
15.1K
$5.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-200- 3.03% |
$53.7K - $60K
|
6.41K
$2.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-205- 16.1% |
$55K - $61.5K
|
1.07K
$366K
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-246- 1.43% |
$66K - $73.8K
|
17K
$5.81M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-251- 94.72% |
$67.4K - $75.3K
|
14
$4.79K
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-255- 19.77% |
$68.4K - $76.5K
|
1.04K
$354K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-255- 4.64% |
$68.4K - $76.5K
|
5.24K
$1.79M
|