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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
32+ 0.46% |
$9.06K - $9.92K
|
6.98K
$2.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
32New |
$9.06K - $9.92K
|
32
$11K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
30+ 0.18% |
$8.49K - $9.3K
|
16.9K
$5.82M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
22+ 1.87% |
$6.23K - $6.82K
|
1.2K
$413K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
22+ 25.0% |
$6.23K - $6.82K
|
110
$37.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
22+ 0.18% |
$6.23K - $6.82K
|
12.2K
$4.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
22+ 0.13% |
$6.23K - $6.82K
|
16.5K
$5.7M
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
21+ 0.09% |
$5.95K - $6.51K
|
22.9K
$7.89M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
20+ 0.19% |
$5.66K - $6.2K
|
10.3K
$3.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
20+ 0.24% |
$5.66K - $6.2K
|
8.34K
$2.87M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
16+ 0.19% |
$4.53K - $4.96K
|
8.43K
$2.91M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16+ 2.1% |
$4.53K - $4.96K
|
779
$268K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
15+ 0.08% |
$4.25K - $4.65K
|
18.4K
$6.34M
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
14+ 0.26% |
$3.96K - $4.34K
|
5.35K
$1.84M
|
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
BUY
|
- |
14+ 0.25% |
$3.96K - $4.34K
|
5.61K
$1.93M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
14New |
$3.96K - $4.34K
|
14
$4.82K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
14+ 0.14% |
$3.96K - $4.34K
|
10.1K
$3.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
13+ 0.25% |
$3.68K - $4.03K
|
5.16K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
12+ 0.13% |
$3.4K - $3.72K
|
9.57K
$3.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
12+ 1.57% |
$3.4K - $3.72K
|
778
$268K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
11+ 0.08% |
$3.11K - $3.41K
|
14.2K
$4.89M
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
10+ 0.27% |
$2.83K - $3.1K
|
3.76K
$1.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
9+ 0.27% |
$2.55K - $2.79K
|
3.37K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8+ 0.25% |
$2.27K - $2.48K
|
3.15K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
8New |
$2.27K - $2.48K
|
8
$2.76K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
8New |
$2.27K - $2.48K
|
8
$2.76K
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
8+ 1.09% |
$2.27K - $2.48K
|
742
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
6+ 0.26% |
$1.7K - $1.86K
|
2.31K
$797K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
5+ 0.28% |
$1.42K - $1.55K
|
1.79K
$615K
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
5+ 0.24% |
$1.42K - $1.55K
|
2.07K
$714K
|
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.3% |
$1.42K - $1.55K
|
1.65K
$570K
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5+ 0.31% |
$1.42K - $1.55K
|
1.62K
$559K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.25% |
$1.42K - $1.55K
|
2.03K
$699K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4+ 0.14% |
$1.13K - $1.24K
|
2.88K
$994K
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
3+ 0.08% |
$849 - $930
|
3.9K
$1.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
3+ 0.05% |
$849 - $930
|
5.87K
$2.02M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
3+ 0.03% |
$849 - $930
|
10.9K
$3.74M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3+ 0.19% |
$849 - $930
|
1.58K
$545K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
3+ 0.08% |
$849 - $930
|
3.56K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2+ 0.26% |
$566 - $620
|
769
$265K
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2+ 0.21% |
$566 - $620
|
958
$330K
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$566 - $620
|
2.83K
$975K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2+ 0.1% |
$566 - $620
|
2.02K
$695K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2+ 0.04% |
$566 - $620
|
4.57K
$1.57M
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.16% |
$283 - $310
|
640
$221K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1+ 0.13% |
$283 - $310
|
751
$259K
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.61% |
$283 - $310
|
165
$56.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.16% |
$283 - $310
|
639
$220K
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1+ 0.1% |
$283 - $310
|
1.02K
$353K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.05% |
$283 - $310
|
1.95K
$673K
|