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 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.17K+ 8.34% |
$702K - $759K
|
28.2K
$9.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
2.02KNew |
$651K - $703K
|
2.02K
$674K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.01KNew |
$651K - $703K
|
2.01K
$674K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
1.97KNew |
$635K - $686K
|
1.97K
$657K
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.93KNew |
$624K - $674K
|
1.93K
$646K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.9K+ 86.1% |
$614K - $664K
|
4.11K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.89KNew |
$611K - $660K
|
1.89K
$632K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.88K+ 5.74% |
$608K - $657K
|
34.7K
$11.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
1.87KNew |
$605K - $653K
|
1.87K
$626K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.84KNew |
$595K - $643K
|
1.84K
$616K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.81K+ 2.3% |
$583K - $630K
|
80.2K
$26.8M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.79K+ 22362.5% |
$578K - $625K
|
1.8K
$601K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.78K+ 177.11% |
$575K - $621K
|
2.79K
$932K
|
|
|
Feb 13, 2025
Q4 2024
|
Cramer Rosenthal Mcglynn LLC
Greenwich, CT |
BUY
|
- |
1.74KNew |
$563K - $608K
|
1.74K
$583K
|
|
|
Feb 14, 2025
Q4 2024
|
Unc Management Company, Inc.
Chapel Hill, NC |
BUY
|
- |
1.72K+ 0.3% |
$555K - $600K
|
576K
$193M
|
|
|
Feb 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
1.71KNew |
$554K - $598K
|
1.71K
$573K
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.7K+ 35.3% |
$549K - $593K
|
6.52K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.68KNew |
$541K - $585K
|
1.68K
$561K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.62K+ 0.55% |
$524K - $567K
|
294K
$98.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.62K+ 6.59% |
$523K - $566K
|
26.2K
$8.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.6KNew |
$517K - $559K
|
1.6K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.51K+ 4.36% |
$488K - $528K
|
36.2K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.49K+ 31.48% |
$480K - $518K
|
6.2K
$2.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.48K+ 1.17% |
$478K - $517K
|
128K
$42.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.47K+ 16.51% |
$474K - $512K
|
10.4K
$3.46M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.43KNew |
$462K - $499K
|
1.43K
$478K
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.42K+ 3.81% |
$459K - $496K
|
38.7K
$12.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.41K+ 17625.0% |
$456K - $492K
|
1.42K
$474K
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
1.39KNew |
$448K - $485K
|
1.39K
$464K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.33K+ 0.73% |
$428K - $463K
|
184K
$61.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.27KNew |
$409K - $442K
|
1.27K
$424K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.24K+ 10.21% |
$400K - $432K
|
13.4K
$4.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.23K+ 6.9% |
$398K - $430K
|
19.1K
$6.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.21KNew |
$390K - $422K
|
1.21K
$404K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.19K+ 1.94% |
$383K - $414K
|
62.2K
$20.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.18K+ 35.56% |
$382K - $412K
|
4.5K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
1.16K+ 2.94% |
$375K - $406K
|
40.7K
$13.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
1.1KNew |
$354K - $383K
|
1.1K
$367K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.06K+ 22.68% |
$342K - $369K
|
5.72K
$1.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.02KNew |
$331K - $357K
|
1.02K
$343K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1KNew |
$323K - $349K
|
1K
$335K
|
|
|
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
$1.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
948+ 9.13% |
$306K - $331K
|
11.3K
$3.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
935New |
$302K - $326K
|
935
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
935+ 24.69% |
$302K - $326K
|
4.72K
$1.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
918New |
$297K - $320K
|
918
$307K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
915+ 0.87% |
$296K - $319K
|
106K
$35.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
903+ 8.46% |
$292K - $315K
|
11.6K
$3.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
891New |
$288K - $311K
|
891
$298K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
878+ 63.99% |
$284K - $306K
|
2.25K
$753K
|