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 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
8.83KNew |
$2.85M - $3.08M
|
8.83K
$2.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
8.48K+ 6.34% |
$2.74M - $2.96M
|
142K
$47.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8.39KNew |
$2.71M - $2.93M
|
8.39K
$2.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.76KNew |
$2.51M - $2.71M
|
7.76K
$2.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.69K+ 14.72% |
$2.48M - $2.68M
|
60K
$20.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.98K+ 34.99% |
$2.25M - $2.44M
|
26.9K
$9.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6.93KNew |
$2.24M - $2.42M
|
6.93K
$2.32M
|
|
|
Feb 10, 2025
Q4 2024
|
12th Street Asset Management Company, LLC
Nashville, TN |
BUY
|
- |
6.84KNew |
$2.21M - $2.39M
|
6.84K
$2.29M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
6.41KNew |
$2.07M - $2.24M
|
6.41K
$2.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
6.39K+ 3.96% |
$2.06M - $2.23M
|
168K
$56.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
6.28K+ 4.62% |
$2.03M - $2.19M
|
142K
$47.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.27K+ 238.95% |
$2.03M - $2.19M
|
8.89K
$2.98M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.19KNew |
$2M - $2.16M
|
6.19K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
6.01KNew |
$1.94M - $2.1M
|
6.01K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
5.91KNew |
$1.91M - $2.06M
|
5.91K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.6K+ 98.25% |
$1.81M - $1.95M
|
11.3K
$3.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.34KNew |
$1.73M - $1.86M
|
5.34K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
5.24K+ 289.24% |
$1.69M - $1.83M
|
7.06K
$2.36M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.15K+ 184.28% |
$1.66M - $1.8M
|
7.94K
$2.66M
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
4.96KNew |
$1.6M - $1.73M
|
4.96K
$1.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.79K+ 2384.58% |
$1.55M - $1.67M
|
4.99K
$1.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.7K+ 4.35% |
$1.52M - $1.64M
|
113K
$37.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.67K+ 1609.31% |
$1.51M - $1.63M
|
4.96K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.07K+ 20.04% |
$1.32M - $1.42M
|
24.4K
$8.16M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.03KNew |
$1.3M - $1.41M
|
4.03K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
3.99KNew |
$1.29M - $1.39M
|
3.99K
$1.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.92KNew |
$1.27M - $1.37M
|
3.92K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
3.83K+ 2.41% |
$1.24M - $1.34M
|
163K
$54.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.62K+ 7.27% |
$1.17M - $1.26M
|
53.4K
$17.9M
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
3.58KNew |
$1.16M - $1.25M
|
3.58K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
3.58KNew |
$1.16M - $1.25M
|
3.58K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
3.53K+ 24.76% |
$1.14M - $1.23M
|
17.8K
$5.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
3.47KNew |
$1.12M - $1.21M
|
3.47K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.39K+ 0.76% |
$1.09M - $1.18M
|
452K
$151M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
3.22K+ 143.74% |
$1.04M - $1.13M
|
5.47K
$1.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.18K+ 88.52% |
$1.03M - $1.11M
|
6.78K
$2.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.17K+ 5.28% |
$1.02M - $1.11M
|
63.1K
$21.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
2.96K+ 9.04% |
$955K - $1.03M
|
35.7K
$11.9M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.95K+ 0.95% |
$953K - $1.03M
|
313K
$105M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
2.9K+ 6.13% |
$938K - $1.01M
|
50.3K
$16.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.85K+ 2.8% |
$921K - $996K
|
105K
$35M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.81K+ 3.36% |
$909K - $982K
|
86.5K
$28.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.72KNew |
$878K - $949K
|
2.72K
$909K
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
2.66KNew |
$858K - $928K
|
2.66K
$889K
|
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
2.63KNew |
$851K - $919K
|
2.63K
$881K
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
2.49KNew |
$806K - $871K
|
2.49K
$834K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
2.42KNew |
$783K - $846K
|
2.42K
$811K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.42K+ 358.99% |
$781K - $843K
|
3.09K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
2.3KNew |
$743K - $803K
|
2.3K
$770K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.28K+ 31.85% |
$738K - $797K
|
9.46K
$3.16M
|