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 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-12- 0.03% |
$3.54K - $3.92K
|
35.5K
$12.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-14- 18.42% |
$4.13K - $4.57K
|
62
$21.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-15- 0.27% |
$4.42K - $4.9K
|
5.48K
$1.88M
|
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-15- 0.27% |
$4.42K - $4.9K
|
5.61K
$1.92M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-15- 2.91% |
$4.42K - $4.9K
|
500
$171K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-15- 1.09% |
$4.42K - $4.9K
|
1.36K
$464K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-15- 1.16% |
$4.42K - $4.9K
|
1.27K
$436K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-16- 7.73% |
$4.72K - $5.23K
|
191
$65.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-16- 0.28% |
$4.72K - $5.23K
|
5.79K
$1.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-16- 3.27% |
$4.72K - $5.23K
|
473
$162K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-18- 0.71% |
$5.31K - $5.88K
|
2.51K
$860K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19- 0.41% |
$5.6K - $6.21K
|
4.66K
$1.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-20- 0.88% |
$5.9K - $6.53K
|
2.27K
$775K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-20- 1.97% |
$5.9K - $6.53K
|
993
$340K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-20- 3.92% |
$5.9K - $6.53K
|
490
$168K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-21- 19.09% |
$6.19K - $6.86K
|
89
$30.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-21- 4.49% |
$6.19K - $6.86K
|
447
$153K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21- 0.46% |
$6.19K - $6.86K
|
4.54K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-21- 0.76% |
$6.19K - $6.86K
|
2.75K
$941K
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-23- 0.35% |
$6.78K - $7.51K
|
6.61K
$2.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-23- 1.02% |
$6.78K - $7.51K
|
2.23K
$764K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-23- 0.04% |
$6.78K - $7.51K
|
52.3K
$17.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-23- 0.69% |
$6.78K - $7.51K
|
3.29K
$1.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-25- 0.1% |
$7.37K - $8.17K
|
24.6K
$8.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-25- 1.22% |
$7.37K - $8.17K
|
2.03K
$695K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-25- 0.67% |
$7.37K - $8.17K
|
3.73K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-26- 1.33% |
$7.66K - $8.49K
|
1.92K
$658K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-29- 3.67% |
$8.55K - $9.48K
|
761
$260K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-29- 0.17% |
$8.55K - $9.48K
|
16.9K
$5.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-30- 1.83% |
$8.84K - $9.8K
|
1.61K
$551K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-30- 2.2% |
$8.84K - $9.8K
|
1.33K
$457K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-30- 2.5% |
$8.84K - $9.8K
|
1.17K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-31- 3.95% |
$9.14K - $10.1K
|
754
$258K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-31- 0.76% |
$9.14K - $10.1K
|
4.03K
$1.38M
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-33- 3.03% |
$9.73K - $10.8K
|
1.06K
$361K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-33- 0.65% |
$9.73K - $10.8K
|
5.02K
$1.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-34- 0.71% |
$10K - $11.1K
|
4.78K
$1.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-35- 4.02% |
$10.3K - $11.4K
|
835
$286K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-36- 0.65% |
$10.6K - $11.8K
|
5.5K
$1.88M
|
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-38- 33.63% |
$11.2K - $12.4K
|
75
$25.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-45- 0.28% |
$13.3K - $14.7K
|
15.8K
$5.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-46- 1.31% |
$13.6K - $15K
|
3.47K
$1.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-48- 7.4% |
$14.1K - $15.7K
|
601
$206K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-49- 0.88% |
$14.4K - $16K
|
5.52K
$1.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
SELL
|
- |
-50- 28.57% |
$14.7K - $16.3K
|
125
$42.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-50- 11.11% |
$14.7K - $16.3K
|
400
$137K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-50- 0.72% |
$14.7K - $16.3K
|
6.93K
$2.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-50- 0.54% |
$14.7K - $16.3K
|
9.23K
$3.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-52- 0.67% |
$15.3K - $17K
|
7.72K
$2.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-54- 16.41% |
$15.9K - $17.6K
|
275
$94.1K
|