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
|
Beacon Financial Group
|
SELL
|
- |
-256- 4.43% |
$68.7K - $76.8K
|
5.53K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-259- 1.69% |
$69.5K - $77.7K
|
15.1K
$5.1M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-262- 4.26% |
$70.3K - $78.6K
|
5.89K
$1.99M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-265- 22.5% |
$71.1K - $79.5K
|
913
$309K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-280- 2.18% |
$75.1K - $84K
|
12.5K
$4.24M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-282- 15.55% |
$75.7K - $84.6K
|
1.53K
$518K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-290- 25.0% |
$77.8K - $87K
|
870
$294K
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-291- 27.98% |
$78.1K - $87.3K
|
749
$253K
|
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
SELL
|
- |
-296- 22.41% |
$79.4K - $88.8K
|
1.03K
$347K
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-299- 0.5% |
$80.2K - $89.7K
|
58.9K
$19.9M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-308- 0.18% |
$82.7K - $92.4K
|
173K
$58.6M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-308- 1.0% |
$82.7K - $92.4K
|
30.4K
$10.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-341- 20.63% |
$91.5K - $102K
|
1.31K
$444K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-349- 3.07% |
$93.7K - $105K
|
11K
$3.72M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-357- 31.37% |
$95.8K - $107K
|
781
$264K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-361- 0.94% |
$96.9K - $108K
|
37.9K
$12.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-362- 0.64% |
$97.1K - $109K
|
56K
$18.9M
|
|
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-363- 3.98% |
$97.4K - $109K
|
8.76K
$2.96M
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-369- 0.86% |
$99K - $111K
|
42.5K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-370- 7.85% |
$99.3K - $111K
|
4.34K
$1.47M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-379- 16.76% |
$102K - $114K
|
1.88K
$637K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-379- 4.67% |
$102K - $114K
|
7.73K
$2.62M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-387- 1.81% |
$104K - $116K
|
20.9K
$7.08M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-431- 37.54% |
$116K - $129K
|
717
$243K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-444- 3.57% |
$119K - $133K
|
12K
$4.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-445- 3.92% |
$119K - $134K
|
10.9K
$3.69M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-462- 25.8% |
$124K - $139K
|
1.33K
$449K
|
|
|
Nov 14, 2024
Q1 2024
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-500- 8.58% |
$134K - $150K
|
5.33K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-500- 39.84% |
$134K - $150K
|
755
$255K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-502- 62.83% |
$135K - $151K
|
297
$100K
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-510- 3.1% |
$137K - $153K
|
15.9K
$5.39M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-534- 11.0% |
$143K - $160K
|
4.32K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-557- 12.18% |
$149K - $167K
|
4.02K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-572- 10.79% |
$154K - $172K
|
4.73K
$1.6M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-576- 0.63% |
$155K - $173K
|
91.2K
$30.9M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-612- 0.7% |
$164K - $184K
|
87.1K
$29.4M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-627- 5.59% |
$168K - $188K
|
10.6K
$3.58M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-659- 15.13% |
$177K - $198K
|
3.7K
$1.25M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-685- 1.81% |
$184K - $206K
|
37.2K
$12.6M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-724- 7.13% |
$194K - $217K
|
9.43K
$3.19M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-728- 19.38% |
$195K - $218K
|
3.03K
$1.02M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-730- 10.61% |
$196K - $219K
|
6.15K
$2.08M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-775- 0.63% |
$208K - $233K
|
123K
$41.5M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-800- 0.5% |
$215K - $240K
|
160K
$54.2M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-856- 4.54% |
$230K - $257K
|
18K
$6.09M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-861- 1.63% |
$231K - $258K
|
51.9K
$17.5M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-861- 9.58% |
$231K - $258K
|
8.13K
$2.75M
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-909- 8.92% |
$244K - $273K
|
9.28K
$3.14M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-951- 1.79% |
$255K - $285K
|
52.3K
$17.7M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-954- 0.6% |
$256K - $286K
|
157K
$53.1M
|