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 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-10- 0.71% |
$3.23K - $3.49K
|
1.41K
$485K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-11- 1.34% |
$3.55K - $3.84K
|
810
$279K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-13- 0.24% |
$4.2K - $4.54K
|
5.47K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-15- 0.09% |
$4.85K - $5.24K
|
16K
$5.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-16- 0.77% |
$5.17K - $5.59K
|
2.07K
$712K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-19- 0.69% |
$6.14K - $6.63K
|
2.73K
$941K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-20- 0.61% |
$6.46K - $6.98K
|
3.28K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-27- 0.48% |
$8.72K - $9.43K
|
5.58K
$1.92M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-28- 4.37% |
$9.05K - $9.77K
|
613
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-34- 4.11% |
$11K - $11.9K
|
794
$274K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-36- 0.79% |
$11.6K - $12.6K
|
4.51K
$1.55M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-43- 0.08% |
$13.9K - $15K
|
51.4K
$17.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-45- 5.5% |
$14.5K - $15.7K
|
773
$266K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-45- 4.27% |
$14.5K - $15.7K
|
1.01K
$348K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-46- 0.05% |
$14.9K - $16.1K
|
98.3K
$33.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-47- 1.43% |
$15.2K - $16.4K
|
3.25K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-62- 1.14% |
$20K - $21.6K
|
5.4K
$1.86M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-80- 2.45% |
$25.8K - $27.9K
|
3.19K
$1.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-82- 1.07% |
$26.5K - $28.6K
|
7.6K
$2.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-96- 10.69% |
$31K - $33.5K
|
802
$276K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-99- 8.24% |
$32K - $34.6K
|
1.1K
$380K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-99- 20.04% |
$32K - $34.6K
|
395
$136K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 16.39% |
$32.3K - $34.9K
|
510
$176K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-108- 0.15% |
$34.9K - $37.7K
|
73.3K
$25.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-110- 4.64% |
$35.5K - $38.4K
|
2.26K
$779K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-115- 1.74% |
$37.2K - $40.1K
|
6.5K
$2.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-122- 16.74% |
$39.4K - $42.6K
|
607
$209K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-123- 15.67% |
$39.7K - $42.9K
|
662
$228K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-130- 0.24% |
$42K - $45.4K
|
53.9K
$18.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-140- 1.15% |
$45.2K - $48.9K
|
12K
$4.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-144- 0.16% |
$46.5K - $50.3K
|
91.5K
$31.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-150- 7.65% |
$48.5K - $52.4K
|
1.81K
$624K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-157- 5.13% |
$50.7K - $54.8K
|
2.91K
$1M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-160- 32.65% |
$51.7K - $55.9K
|
330
$114K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-164- 1.84% |
$53K - $57.2K
|
8.77K
$3.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-174- 2.64% |
$56.2K - $60.7K
|
6.42K
$2.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-187- 0.89% |
$60.4K - $65.3K
|
20.9K
$7.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-204- 0.3% |
$65.9K - $71.2K
|
67.3K
$23.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-210- 95.45% |
$67.8K - $73.3K
|
10
$3.45K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-217- 1.29% |
$70.1K - $75.8K
|
16.7K
$5.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-220- 0.21% |
$71.1K - $76.8K
|
106K
$36.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-249- 2.54% |
$80.4K - $86.9K
|
9.56K
$3.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-260- 4.05% |
$84K - $90.8K
|
6.16K
$2.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-262- 0.35% |
$84.6K - $91.5K
|
73.6K
$25.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-262- 2.16% |
$84.6K - $91.5K
|
11.9K
$4.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-268- 8.57% |
$86.6K - $93.6K
|
2.86K
$985K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-290- 7.98% |
$93.7K - $101K
|
3.34K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-304- 19.38% |
$98.2K - $106K
|
1.27K
$436K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-323- 0.38% |
$104K - $113K
|
85.4K
$29.4M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-434- 14.7% |
$140K - $152K
|
2.52K
$868K
|