Purchases and Sales Made in Q3 2024 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
827K+ 34366.28% |
$244M - $270M
|
829K
$284M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
62.6K+ 36.38% |
$18.4M - $20.4M
|
235K
$80.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
61KNew |
$18M - $19.9M
|
61K
$20.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
58.4K+ 77.48% |
$17.2M - $19.1M
|
134K
$45.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
48K+ 22.84% |
$14.2M - $15.7M
|
258K
$88.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
42.5KNew |
$12.5M - $13.9M
|
42.5K
$14.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
42K+ 4.91% |
$12.4M - $13.7M
|
898K
$307M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
40.6K+ 7.83% |
$12M - $13.3M
|
559K
$191M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
34.7KNew |
$10.2M - $11.3M
|
34.7K
$11.9M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
32.4K+ 243.05% |
$9.54M - $10.6M
|
45.7K
$15.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
31.1K+ 10.55% |
$9.16M - $10.2M
|
326K
$112M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
26.7K+ 22.06% |
$7.88M - $8.73M
|
148K
$50.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
21.5K+ 61.73% |
$6.35M - $7.04M
|
56.4K
$19.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
BUY
|
- |
20.3K+ 60.91% |
$5.99M - $6.64M
|
53.7K
$18.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
18.8KNew |
$5.53M - $6.14M
|
18.8K
$6.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
17.7KNew |
$5.23M - $5.79M
|
17.7K
$6.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
17.2K+ 14.49% |
$5.06M - $5.61M
|
136K
$46.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
16.3K+ 52.62% |
$4.81M - $5.34M
|
47.4K
$16.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
15.7KNew |
$4.64M - $5.14M
|
15.7K
$5.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
BUY
|
- |
15.1K+ 85.86% |
$4.45M - $4.94M
|
32.7K
$11.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.8K+ 3.03% |
$4.07M - $4.51M
|
469K
$161M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
13.7K+ 7.02% |
$4.04M - $4.48M
|
209K
$71.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.8K+ 33.26% |
$3.47M - $3.85M
|
47.2K
$16.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
11.2KNew |
$3.31M - $3.67M
|
11.2K
$3.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.1K+ 1.19% |
$3.28M - $3.64M
|
944K
$323M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.81K+ 706.56% |
$2.89M - $3.2M
|
11.2K
$3.83M
|
|
|
Oct 09, 2024
Q3 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
8.54K+ 10.44% |
$2.52M - $2.79M
|
90.4K
$30.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
6.8KNew |
$2M - $2.22M
|
6.8K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
6.24K+ 20.17% |
$1.84M - $2.04M
|
37.2K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.22K+ 6.1% |
$1.83M - $2.03M
|
108K
$37M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
6.02KNew |
$1.77M - $1.97M
|
6.02K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
5.43K+ 3.07% |
$1.6M - $1.77M
|
182K
$62.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
5.26K+ 596.03% |
$1.55M - $1.72M
|
6.14K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
5.18KNew |
$1.53M - $1.69M
|
5.18K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Xponance, Inc.
|
BUY
|
- |
5.11K+ 147.2% |
$1.51M - $1.67M
|
8.58K
$2.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.99K+ 231.02% |
$1.47M - $1.63M
|
7.15K
$2.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
4.92K+ 59.56% |
$1.45M - $1.61M
|
13.2K
$4.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
4.46K+ 41.18% |
$1.31M - $1.46M
|
15.3K
$5.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.12K+ 54.18% |
$1.21M - $1.35M
|
11.7K
$4.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.87K+ 1.61% |
$1.14M - $1.26M
|
244K
$83.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
3.87KNew |
$1.14M - $1.26M
|
3.87K
$1.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
3.55KNew |
$1.05M - $1.16M
|
3.55K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.48KNew |
$1.03M - $1.14M
|
3.48K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.41KNew |
$1.01M - $1.11M
|
3.41K
$1.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3.27KNew |
$964K - $1.07M
|
3.27K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.14KNew |
$925K - $1.03M
|
3.14K
$1.07M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
3.14K+ 16.52% |
$925K - $1.02M
|
22.1K
$7.57M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.11K+ 6.65% |
$916K - $1.02M
|
49.8K
$17.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.98K+ 1.88% |
$877K - $972K
|
161K
$55.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.95K+ 3.91% |
$870K - $964K
|
78.4K
$26.8M
|