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 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-191- 1.89% |
$56.3K - $62.4K
|
9.89K
$3.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-193- 5.64% |
$56.9K - $63.1K
|
3.23K
$1.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-199- 7.09% |
$58.7K - $65K
|
2.61K
$893K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-199- 7.1% |
$58.7K - $65K
|
2.6K
$891K
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-200- 3.29% |
$59K - $65.3K
|
5.89K
$2.02M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-200- 21.91% |
$59K - $65.3K
|
713
$244K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-201- 2.16% |
$59.2K - $65.7K
|
9.09K
$3.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-201- 14.33% |
$59.2K - $65.7K
|
1.2K
$411K
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-201- 6.04% |
$59.2K - $65.7K
|
3.13K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-206- 1.01% |
$60.7K - $67.3K
|
20.2K
$6.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-209- 25.36% |
$61.6K - $68.3K
|
615
$211K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-210- 0.24% |
$61.9K - $68.6K
|
85.8K
$29.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-210- 2.29% |
$61.9K - $68.6K
|
8.96K
$3.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-215- 13.78% |
$63.4K - $70.2K
|
1.35K
$460K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-218- 2.17% |
$64.3K - $71.2K
|
9.81K
$3.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-220- 0.6% |
$64.8K - $71.9K
|
36.5K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-220- 2.41% |
$64.8K - $71.9K
|
8.9K
$3.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-221- 0.74% |
$65.1K - $72.2K
|
29.7K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-236- 0.35% |
$69.6K - $77.1K
|
66.8K
$22.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-238- 13.17% |
$70.2K - $77.8K
|
1.57K
$537K
|
|
|
Oct 07, 2024
Q3 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-238- 4.51% |
$70.2K - $77.8K
|
5.04K
$1.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-239- 5.2% |
$70.4K - $78.1K
|
4.36K
$1.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-240- 1.13% |
$70.7K - $78.4K
|
21.1K
$7.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-241- 52.74% |
$71K - $78.7K
|
216
$73.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-245- 1.98% |
$72.2K - $80K
|
12.1K
$4.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-251- 0.43% |
$74K - $82K
|
58.4K
$20M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-255- 4.19% |
$75.2K - $83.3K
|
5.83K
$2M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-280- 2.57% |
$82.5K - $91.5K
|
10.6K
$3.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-284- 1.32% |
$83.7K - $92.8K
|
21.2K
$7.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-286- 3.59% |
$84.3K - $93.4K
|
7.68K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-295- 29.24% |
$87K - $96.4K
|
714
$244K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-300- 3.18% |
$88.4K - $98K
|
9.13K
$3.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-300- 35.17% |
$88.4K - $98K
|
553
$189K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-306- 1.16% |
$90.2K - $100K
|
26.1K
$8.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-310- 0.18% |
$91.4K - $101K
|
173K
$59.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-310- 2.2% |
$91.4K - $101K
|
13.8K
$4.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-312- 7.72% |
$92K - $102K
|
3.73K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-312- 7.52% |
$92K - $102K
|
3.84K
$1.31M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-327- 7.08% |
$96.4K - $107K
|
4.29K
$1.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-330- 6.6% |
$97.3K - $108K
|
4.67K
$1.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-332- 3.02% |
$97.9K - $108K
|
10.7K
$3.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-352- 29.19% |
$104K - $115K
|
854
$292K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-358- 0.66% |
$106K - $117K
|
54.3K
$18.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-364- 7.19% |
$107K - $119K
|
4.7K
$1.61M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-367- 4.01% |
$108K - $120K
|
8.79K
$3.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-374- 1.93% |
$110K - $122K
|
19K
$6.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-379- 18.38% |
$112K - $124K
|
1.68K
$576K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-380- 0.44% |
$112K - $124K
|
85.2K
$29.2M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-389- 18.81% |
$115K - $127K
|
1.68K
$575K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-396- 9.92% |
$117K - $129K
|
3.6K
$1.23M
|