Purchases and Sales Made in Q2 2024 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
649K+ 313.65% |
$184M - $201M
|
856K
$290M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
221KNew |
$62.6M - $68.6M
|
221K
$75M
|
|
|
Aug 14, 2024
Q2 2024
|
Unc Management Company, Inc.
Chapel Hill, NC |
BUY
|
- |
171K+ 42.6% |
$48.4M - $53M
|
572K
$194M
|
|
|
Aug 12, 2024
Q2 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
122KNew |
$34.5M - $37.8M
|
122K
$41.3M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
78K+ 17.28% |
$22.1M - $24.2M
|
530K
$180M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
75.7K+ 7.91% |
$21.4M - $23.5M
|
1.03M
$350M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
71K+ 10.79% |
$20.1M - $22M
|
729K
$247M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
49.8K+ 2025.28% |
$14.1M - $15.4M
|
52.3K
$17.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
43.3KNew |
$12.3M - $13.4M
|
43.3K
$14.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
35.3K+ 17.17% |
$9.98M - $10.9M
|
241K
$81.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
34.1K+ 11.64% |
$9.64M - $10.6M
|
327K
$111M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
32.8K+ 236.98% |
$9.3M - $10.2M
|
46.7K
$15.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
29.4K+ 501.02% |
$8.31M - $9.1M
|
35.2K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
23.4K+ 66.21% |
$6.63M - $7.26M
|
58.8K
$19.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
20.3K+ 1.91% |
$5.74M - $6.28M
|
1.08M
$366M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
17.9K+ 1393.68% |
$5.06M - $5.54M
|
19.1K
$6.49M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
17.6K+ 21.51% |
$4.97M - $5.44M
|
99.2K
$33.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
16.3K+ 15.51% |
$4.61M - $5.04M
|
121K
$41.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
15.9K+ 5.69% |
$4.49M - $4.91M
|
295K
$99.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.5K+ 3.52% |
$4.39M - $4.8M
|
455K
$154M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.2K+ 7.81% |
$4.32M - $4.72M
|
210K
$71.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
13.9K+ 59.37% |
$3.93M - $4.3M
|
37.2K
$12.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
13.4K+ 19.53% |
$3.79M - $4.14M
|
81.9K
$27.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.5K+ 266.47% |
$3.53M - $3.86M
|
17.1K
$5.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
12.4KNew |
$3.51M - $3.85M
|
12.4K
$4.21M
|
|
|
Aug 08, 2024
Q2 2024
|
S&Co Inc
Boston, MA |
BUY
|
- |
10.6KNew |
$3.01M - $3.3M
|
10.6K
$3.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
10.6KNew |
$3M - $3.28M
|
10.6K
$3.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.4KNew |
$2.95M - $3.22M
|
10.4K
$3.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
9.75K+ 89.56% |
$2.76M - $3.02M
|
20.6K
$7M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
9.68KNew |
$2.74M - $3M
|
9.68K
$3.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
9.59K+ 5.74% |
$2.72M - $2.97M
|
177K
$59.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
8.04K+ 58.73% |
$2.28M - $2.49M
|
21.7K
$7.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.51K+ 6.19% |
$2.13M - $2.33M
|
129K
$43.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
BUY
|
- |
7.46K+ 73.5% |
$2.11M - $2.31M
|
17.6K
$5.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.32K+ 6.94% |
$2.07M - $2.27M
|
113K
$38.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.17K+ 7.5% |
$2.03M - $2.22M
|
103K
$34.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.85KNew |
$1.94M - $2.12M
|
6.85K
$2.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
6.8KNew |
$1.93M - $2.11M
|
6.8K
$2.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
6.64KNew |
$1.88M - $2.06M
|
6.64K
$2.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
BUY
|
- |
6.55K+ 40.23% |
$1.86M - $2.03M
|
22.8K
$7.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
BUY
|
- |
6.55K+ 26.73% |
$1.85M - $2.03M
|
31K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.4KNew |
$1.53M - $1.67M
|
5.4K
$1.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.39KNew |
$1.53M - $1.67M
|
5.39K
$1.83M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
4.88K+ 3.14% |
$1.38M - $1.51M
|
160K
$54.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.79K+ 4.74% |
$1.36M - $1.49M
|
106K
$35.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.79K+ 24.21% |
$1.36M - $1.49M
|
24.6K
$8.33M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4.75KNew |
$1.34M - $1.47M
|
4.75K
$1.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.25KNew |
$1.2M - $1.32M
|
4.25K
$1.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.22K+ 4.71% |
$1.2M - $1.31M
|
93.9K
$31.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
4.14K+ 22.42% |
$1.17M - $1.28M
|
22.6K
$7.67M
|