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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6+ 2.08% |
$1.77K - $1.96K
|
294
$102K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.3% |
$1.77K - $1.96K
|
2.04K
$709K
|
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
BUY
|
- |
6+ 0.55% |
$1.77K - $1.96K
|
1.1K
$384K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5+ 0.31% |
$1.47K - $1.63K
|
1.63K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.3% |
$1.47K - $1.63K
|
1.66K
$578K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
4+ 0.06% |
$1.18K - $1.31K
|
6.43K
$2.24M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
4+ 0.21% |
$1.18K - $1.31K
|
1.88K
$656K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
4+ 0.42% |
$1.18K - $1.31K
|
962
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
4+ 0.11% |
$1.18K - $1.31K
|
3.57K
$1.24M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
4+ 0.38% |
$1.18K - $1.31K
|
1.06K
$369K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
3+ 0.03% |
$884 - $980
|
10.9K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
3+ 0.29% |
$884 - $980
|
1.03K
$358K
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.47% |
$884 - $980
|
643
$224K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3+ 0.35% |
$884 - $980
|
858
$299K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3+ 0.39% |
$884 - $980
|
772
$269K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 0.37% |
$884 - $980
|
820
$286K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.31% |
$590 - $653
|
641
$223K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2+ 0.31% |
$590 - $653
|
655
$228K
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
2+ 0.29% |
$590 - $653
|
700
$244K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.28% |
$590 - $653
|
723
$252K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.19% |
$590 - $653
|
1.08K
$377K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$590 - $653
|
2.83K
$987K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1+ 0.05% |
$295 - $327
|
2.04K
$711K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1+ 0.02% |
$295 - $327
|
4.18K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.01% |
$295 - $327
|
10.2K
$3.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$295 - $327
|
700
$244K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.0% |
$295 - $327
|
106K
$36.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.24% |
$295 - $327
|
420
$146K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.25% |
$295 - $327
|
402
$140K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.09% |
$295 - $327
|
1.07K
$373K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1+ 0.12% |
$295 - $327
|
848
$296K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 3.33% |
$295 - $327
|
31
$10.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
1+ 0.03% |
$295 - $327
|
3.27K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.06% |
$295 - $327
|
1.73K
$602K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.38% |
$295 - $327
|
263
$91.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.05% |
$295 - $327
|
1.95K
$681K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.42% |
$295 - $327
|
239
$83.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1+ 0.13% |
$295 - $327
|
752
$262K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1- 0.38% |
$295 - $327
|
261
$91K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1- 0.72% |
$295 - $327
|
138
$48.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2- 0.01% |
$590 - $653
|
35K
$12.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-4- 0.15% |
$1.18K - $1.31K
|
2.67K
$931K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-4- 0.09% |
$1.18K - $1.31K
|
4.53K
$1.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-4- 26.67% |
$1.18K - $1.31K
|
11
$3.83K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-5- 0.55% |
$1.47K - $1.63K
|
898
$313K
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-5- 0.24% |
$1.47K - $1.63K
|
2.07K
$721K
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-8- 0.02% |
$2.36K - $2.61K
|
37.3K
$13M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-8- 0.25% |
$2.36K - $2.61K
|
3.18K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-9- 3.69% |
$2.65K - $2.94K
|
235
$81.9K
|