Purchases and Sales Made in Q4 2024 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
238K+ 33356.16% |
$76.9M - $83.1M
|
239K
$82.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Strategic Investment Management, LLC
|
BUY
|
- |
117K+ 706.66% |
$37.7M - $40.8M
|
133K
$45.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
70.9KNew |
$22.9M - $24.7M
|
70.9K
$24.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
60.8KNew |
$19.6M - $21.2M
|
60.8K
$21M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
22.8KNew |
$7.37M - $7.96M
|
22.8K
$7.86M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.4K+ 128.59% |
$5.96M - $6.43M
|
32.8K
$11.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
17.7K+ 48.65% |
$5.73M - $6.19M
|
54.2K
$18.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
10.2KNew |
$3.28M - $3.55M
|
10.2K
$3.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8.39KNew |
$2.71M - $2.93M
|
8.39K
$2.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
6.39K+ 3.96% |
$2.06M - $2.23M
|
168K
$57.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.27K+ 238.95% |
$2.03M - $2.19M
|
8.89K
$3.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
3.83K+ 2.41% |
$1.24M - $1.34M
|
163K
$56.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
3.58KNew |
$1.16M - $1.25M
|
3.58K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.18K+ 88.52% |
$1.03M - $1.11M
|
6.78K
$2.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.17K+ 5.28% |
$1.02M - $1.11M
|
63.1K
$21.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
2.96K+ 9.04% |
$955K - $1.03M
|
35.7K
$12.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
2.42KNew |
$783K - $846K
|
2.42K
$835K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.17K+ 8.34% |
$702K - $759K
|
28.2K
$9.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.01KNew |
$651K - $703K
|
2.01K
$694K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.89KNew |
$611K - $660K
|
1.89K
$651K
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
1.87KNew |
$605K - $653K
|
1.87K
$645K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.79K+ 22362.5% |
$578K - $625K
|
1.8K
$619K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.62K+ 0.55% |
$524K - $567K
|
294K
$101M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.48K+ 1.17% |
$478K - $517K
|
128K
$44.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.06K+ 22.68% |
$342K - $369K
|
5.72K
$1.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.02KNew |
$331K - $357K
|
1.02K
$353K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1KNew |
$323K - $349K
|
1K
$345K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
958+ 20.49% |
$310K - $334K
|
5.63K
$1.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
915+ 0.87% |
$296K - $319K
|
106K
$36.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
878+ 63.99% |
$284K - $306K
|
2.25K
$775K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
875+ 2.17% |
$283K - $305K
|
41.2K
$14.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
860New |
$278K - $300K
|
860
$296K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
745New |
$241K - $260K
|
745
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
739+ 19.58% |
$239K - $258K
|
4.51K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
719New |
$232K - $251K
|
719
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
620New |
$200K - $216K
|
620
$214K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
566+ 5.18% |
$183K - $198K
|
11.5K
$3.96M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
542+ 6.16% |
$175K - $189K
|
9.33K
$3.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
513+ 24.87% |
$166K - $179K
|
2.58K
$888K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
486+ 1.4% |
$157K - $170K
|
35.2K
$12.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
470+ 23.11% |
$152K - $164K
|
2.5K
$863K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
468New |
$151K - $163K
|
468
$161K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
375New |
$121K - $131K
|
375
$129K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
244+ 8.63% |
$78.8K - $85.2K
|
3.07K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
226+ 30.5% |
$73K - $78.9K
|
967
$333K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
218+ 15.15% |
$70.4K - $76.1K
|
1.66K
$571K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
202+ 24.66% |
$65.3K - $70.5K
|
1.02K
$352K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
161+ 9.32% |
$52K - $56.2K
|
1.89K
$651K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
147+ 0.3% |
$47.5K - $51.3K
|
48.8K
$16.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
140+ 0.88% |
$45.2K - $48.9K
|
16.1K
$5.53M
|