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 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-57- 0.52% |
$16.8K - $18.6K
|
11K
$3.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-59- 3.85% |
$17.4K - $19.3K
|
1.47K
$504K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-60- 3.13% |
$17.7K - $19.6K
|
1.86K
$636K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-65- 4.44% |
$19.2K - $21.2K
|
1.4K
$479K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-67- 1.53% |
$19.7K - $21.9K
|
4.33K
$1.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-68- 0.56% |
$20K - $22.2K
|
12.1K
$4.15M
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-68- 0.85% |
$20K - $22.2K
|
7.9K
$2.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-69- 3.42% |
$20.3K - $22.5K
|
1.95K
$666K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-72- 1.23% |
$21.2K - $23.5K
|
5.8K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-75- 0.18% |
$22.1K - $24.5K
|
40.7K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-75- 1.73% |
$22.1K - $24.5K
|
4.27K
$1.46M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-76- 1.16% |
$22.4K - $24.8K
|
6.47K
$2.21M
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-77- 0.15% |
$22.7K - $25.2K
|
51.5K
$17.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-79- 2.72% |
$23.3K - $25.8K
|
2.83K
$968K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-83- 1.09% |
$24.5K - $27.1K
|
7.51K
$2.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-83- 0.15% |
$24.5K - $27.1K
|
54K
$18.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-86- 1.77% |
$25.3K - $28.1K
|
4.77K
$1.63M
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-86- 0.12% |
$25.3K - $28.1K
|
73.5K
$25.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-92- 4.19% |
$27.1K - $30.1K
|
2.11K
$720K
|
|
|
Oct 28, 2024
Q3 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-95- 4.67% |
$28K - $31K
|
1.94K
$663K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-97- 10.57% |
$28.6K - $31.7K
|
821
$281K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-98- 11.32% |
$28.9K - $32K
|
768
$263K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-100- 0.48% |
$29.5K - $32.7K
|
20.7K
$7.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-102- 8.84% |
$30.1K - $33.3K
|
1.05K
$360K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-104- 0.61% |
$30.7K - $34K
|
16.9K
$5.78M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-106- 2.65% |
$31.2K - $34.6K
|
3.9K
$1.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-111- 1.46% |
$32.7K - $36.3K
|
7.51K
$2.57M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-113- 3.02% |
$33.3K - $36.9K
|
3.63K
$1.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-116- 4.05% |
$34.2K - $37.9K
|
2.75K
$941K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-117- 1.29% |
$34.5K - $38.2K
|
8.93K
$3.06M
|
|
|
Nov 06, 2024
Q3 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-122- 3.33% |
$36K - $39.9K
|
3.54K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-125- 7.99% |
$36.8K - $40.8K
|
1.44K
$493K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-125- 3.1% |
$36.8K - $40.8K
|
3.91K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-125- 14.0% |
$36.8K - $40.8K
|
768
$263K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-125- 0.65% |
$36.8K - $40.8K
|
19K
$6.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-133- 0.84% |
$39.2K - $43.5K
|
15.8K
$5.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-135- 2.09% |
$39.8K - $44.1K
|
6.33K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-140- 11.03% |
$41.3K - $45.7K
|
1.13K
$386K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-140- 4.83% |
$41.3K - $45.7K
|
2.76K
$944K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-144- 17.98% |
$42.4K - $47K
|
657
$225K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-148- 1.1% |
$43.6K - $48.4K
|
13.3K
$4.56M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-150- 10.17% |
$44.2K - $49K
|
1.33K
$454K
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-151- 1.05% |
$44.5K - $49.3K
|
14.2K
$4.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-153- 10.81% |
$45.1K - $50K
|
1.26K
$432K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-153- 11.26% |
$45.1K - $50K
|
1.21K
$413K
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-177- 0.83% |
$52.2K - $57.8K
|
21.1K
$7.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-179- 4.71% |
$52.8K - $58.5K
|
3.62K
$1.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-180- 18.37% |
$53.1K - $58.8K
|
800
$274K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-180- 1.36% |
$53.1K - $58.8K
|
13K
$4.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-184- 2.03% |
$54.2K - $60.1K
|
8.88K
$3.04M
|