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
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.26K- 12.45% |
$665K - $737K
|
15.9K
$5.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-2.3K- 1.88% |
$677K - $750K
|
120K
$40.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.44K- 3.66% |
$718K - $796K
|
64.1K
$21.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Stairway Partners, LLC
|
SELL
|
- |
-2.52K- 3.54% |
$743K - $823K
|
68.6K
$23.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.6K- 1.9% |
$765K - $849K
|
134K
$45.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.76K- 7.04% |
$815K - $903K
|
36.5K
$12.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-2.91K- 16.14% |
$857K - $950K
|
15.1K
$5.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.98K- 23.98% |
$877K - $972K
|
9.44K
$3.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.09K- 4.02% |
$911K - $1.01M
|
73.9K
$25.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.1K- 4.4% |
$914K - $1.01M
|
67.5K
$23.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.25K- 51.71% |
$958K - $1.06M
|
3.04K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.6K- 33.5% |
$1.06M - $1.18M
|
7.15K
$2.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.66K- 3.51% |
$1.08M - $1.2M
|
101K
$34.4M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.73K- 1.19% |
$1.1M - $1.22M
|
310K
$106M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.07K- 2.53% |
$1.2M - $1.33M
|
157K
$53.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.09K- 4.27% |
$1.2M - $1.34M
|
91.7K
$31.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-4.13K- 49.57% |
$1.22M - $1.35M
|
4.2K
$1.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4.79K- 13.64% |
$1.41M - $1.57M
|
30.3K
$10.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-5.29K- 1.34% |
$1.56M - $1.73M
|
390K
$133M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.97K- 62.12% |
$1.76M - $1.95M
|
3.64K
$1.25M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.62K- 26.66% |
$1.95M - $2.16M
|
18.2K
$6.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-6.63K- 75.41% |
$1.95M - $2.16M
|
2.16K
$740K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-6.74K- 63.55% |
$1.99M - $2.2M
|
3.86K
$1.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-6.91K- 7.76% |
$2.04M - $2.26M
|
82.2K
$28.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.34K- 6.23% |
$2.16M - $2.4M
|
110K
$37.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.43K- 0.69% |
$2.19M - $2.43M
|
1.07M
$367M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-8.59K- 37.6% |
$2.53M - $2.81M
|
14.3K
$4.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-9.24K- 42.5% |
$2.72M - $3.02M
|
12.5K
$4.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.52K- 9.26% |
$2.81M - $3.11M
|
93.3K
$31.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-10.4K- 46.84% |
$3.08M - $3.41M
|
11.8K
$4.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-11.3K- 22.77% |
$3.34M - $3.7M
|
38.4K
$13.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-12.2K- 4.94% |
$3.59M - $3.98M
|
234K
$80.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-12.7K- 38.26% |
$3.74M - $4.15M
|
20.5K
$7.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-13.1K- 7.54% |
$3.86M - $4.28M
|
161K
$55M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-15.3K- 3.3% |
$4.51M - $5M
|
448K
$153M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-17.5K- 5.36% |
$5.16M - $5.72M
|
309K
$106M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-17.9K- 14.95% |
$5.27M - $5.84M
|
102K
$34.8M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-18.4K- 56.07% |
$5.42M - $6.01M
|
14.4K
$4.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-19.5K- 52.31% |
$5.74M - $6.36M
|
17.7K
$6.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-21.7K- 4.79% |
$6.38M - $7.08M
|
430K
$147M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-22.3K- 12.12% |
$6.58M - $7.29M
|
162K
$55.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-45.9K- 24.38% |
$13.5M - $15M
|
143K
$48.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-67.6K- 52.48% |
$19.9M - $22.1M
|
61.2K
$20.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-78K- 14.73% |
$23M - $25.5M
|
452K
$155M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-94K- 4.6% |
$27.7M - $30.7M
|
1.95M
$667M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-124K- 16.97% |
$36.5M - $40.4M
|
605K
$207M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-145K- 11.95% |
$42.8M - $47.5M
|
1.07M
$367M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-221K- 99.68% |
$65M - $72M
|
714
$244K
|