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 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-204- 5.07% |
$65.9K - $71.2K
|
3.82K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-210- 95.45% |
$67.8K - $73.3K
|
10
$3.44K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-217- 1.29% |
$70.1K - $75.8K
|
16.7K
$5.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-220- 0.21% |
$71.1K - $76.8K
|
106K
$36.3M
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-224- 6.32% |
$72.4K - $78.2K
|
3.32K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-237- 0.44% |
$76.6K - $82.7K
|
54K
$18.6M
|
|
|
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 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-262- 2.16% |
$84.6K - $91.5K
|
11.9K
$4.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-262- 0.35% |
$84.6K - $91.5K
|
73.6K
$25.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-268- 8.57% |
$86.6K - $93.6K
|
2.86K
$983K
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-290- 10.51% |
$93.7K - $101K
|
2.47K
$849K
|
|
|
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
$435K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-320- 1.56% |
$103K - $112K
|
20.2K
$6.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-320- 12.73% |
$103K - $112K
|
2.19K
$754K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-323- 0.38% |
$104K - $113K
|
85.4K
$29.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-350- 3.29% |
$113K - $122K
|
10.3K
$3.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-355- 6.01% |
$115K - $124K
|
5.55K
$1.91M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-423- 9.14% |
$137K - $148K
|
4.21K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-434- 14.7% |
$140K - $152K
|
2.52K
$866K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-485- 40.38% |
$157K - $169K
|
716
$246K
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-494- 0.92% |
$160K - $172K
|
53.2K
$18.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-509- 11.87% |
$164K - $178K
|
3.78K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-541- 15.09% |
$175K - $189K
|
3.05K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-564- 0.79% |
$182K - $197K
|
70.7K
$24.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-725- 3.05% |
$234K - $253K
|
23K
$7.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-746- 0.74% |
$241K - $260K
|
99.8K
$34.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-787- 2.89% |
$254K - $275K
|
26.5K
$9.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-807- 1.6% |
$261K - $282K
|
49.8K
$17.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-851- 0.94% |
$275K - $297K
|
89.5K
$30.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-899- 17.84% |
$290K - $314K
|
4.14K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-909- 1.07% |
$294K - $317K
|
84.3K
$29M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-916- 2.33% |
$296K - $320K
|
38.3K
$13.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-924- 22.8% |
$299K - $323K
|
3.13K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-948- 59.92% |
$306K - $331K
|
634
$218K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-949- 7.29% |
$307K - $331K
|
12.1K
$4.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-995- 11.11% |
$321K - $347K
|
7.96K
$2.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.1K- 1.88% |
$354K - $383K
|
57.3K
$19.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 2.38% |
$423K - $457K
|
53.6K
$18.4M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.36K- 27.03% |
$440K - $475K
|
3.68K
$1.26M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.39K- 12.19% |
$450K - $487K
|
10K
$3.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.55K- 35.52% |
$500K - $540K
|
2.81K
$966K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.62K- 4.45% |
$525K - $567K
|
34.9K
$12M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.72K- 30.48% |
$555K - $599K
|
3.92K
$1.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.76K- 2.14% |
$568K - $614K
|
80.4K
$27.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.88K- 25.0% |
$607K - $656K
|
5.63K
$1.94M
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
SELL
|
- |
-3.13K- 4.56% |
$1.01M - $1.09M
|
65.5K
$22.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-3.88K- 17.04% |
$1.25M - $1.35M
|
18.9K
$6.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-4.45K- 12.71% |
$1.44M - $1.55M
|
30.6K
$10.5M
|