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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-7.36K- 1.32% |
$2.38M - $2.57M
|
552K
$185M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-8.81K- 57.23% |
$2.84M - $3.07M
|
6.58K
$2.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.51K- 4.55% |
$3.07M - $3.32M
|
200K
$66.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.62K- 85.94% |
$3.11M - $3.36M
|
1.57K
$527K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-10.3K- 40.86% |
$3.33M - $3.59M
|
14.9K
$4.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-10.9K- 36.62% |
$3.52M - $3.8M
|
18.8K
$6.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-11.2K- 2.86% |
$3.6M - $3.89M
|
379K
$127M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.4K- 4.79% |
$4M - $4.32M
|
246K
$82.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-14.5K- 10.84% |
$4.7M - $5.08M
|
120K
$40M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-18.1K- 39.67% |
$5.85M - $6.32M
|
27.6K
$9.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-18.7K- 5.75% |
$6.05M - $6.54M
|
307K
$103M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-22.4K- 13.83% |
$7.23M - $7.81M
|
139K
$46.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-28K- 23.38% |
$9.04M - $9.76M
|
91.7K
$30.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-29.4K- 83.41% |
$9.51M - $10.3M
|
5.86K
$1.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-34.2K- 37.84% |
$11.1M - $11.9M
|
56.2K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-42.6K- 28.84% |
$13.8M - $14.9M
|
105K
$35.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52K- 46.75% |
$16.8M - $18.2M
|
59.2K
$19.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-93.4K- 50.0% |
$30.2M - $32.6M
|
93.4K
$31.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-203K- 10.42% |
$65.6M - $70.9M
|
1.75M
$584M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-238K- 99.69% |
$76.9M - $83.1M
|
736
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-702K- 78.1% |
$227M - $245M
|
197K
$65.8M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-826K- 99.69% |
$267M - $288M
|
2.59K
$865K
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-4.61M- 98.45% |
$1.49B - $1.61B
|
72.4K
$24.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-6.72M- 97.52% |
$2.17B - $2.35B
|
171K
$57.3M
|