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 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
3+ 0.34% |
$969 - $1.05K
|
874
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
3+ 0.31% |
$969 - $1.05K
|
965
$320K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
3+ 0.05% |
$969 - $1.05K
|
6.43K
$2.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.31% |
$646 - $698
|
645
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2+ 0.1% |
$646 - $698
|
1.95K
$646K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2+ 0.26% |
$646 - $698
|
774
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$646 - $698
|
2.83K
$939K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
2+ 0.15% |
$646 - $698
|
1.36K
$449K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.24% |
$646 - $698
|
822
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2+ 0.26% |
$646 - $698
|
763
$253K
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2+ 0.31% |
$646 - $698
|
657
$218K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.1% |
$323 - $349
|
1.05K
$349K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1+ 0.1% |
$323 - $349
|
1.03K
$341K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.38% |
$323 - $349
|
264
$87.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.03% |
$323 - $349
|
3.17K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.93% |
$323 - $349
|
109
$36.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.42% |
$323 - $349
|
240
$79.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1+ 0.16% |
$323 - $349
|
615
$204K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1+ 0.74% |
$323 - $349
|
137
$45.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.72% |
$323 - $349
|
139
$46.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1+ 0.13% |
$323 - $349
|
753
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$323 - $349
|
701
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.61% |
$323 - $349
|
166
$55K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1- 0.05% |
$323 - $349
|
2.16K
$716K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1- 0.37% |
$323 - $349
|
268
$88.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1- 0.1% |
$323 - $349
|
1K
$331K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-1- 0.15% |
$323 - $349
|
680
$225K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2- 0.03% |
$646 - $698
|
7.51K
$2.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-2- 1.98% |
$646 - $698
|
99
$32.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-3- 1.54% |
$969 - $1.05K
|
192
$63.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3- 0.39% |
$969 - $1.05K
|
773
$256K
|
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
SELL
|
- |
-3- 0.27% |
$969 - $1.05K
|
1.1K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-3- 0.02% |
$969 - $1.05K
|
19K
$6.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3- 0.28% |
$969 - $1.05K
|
1.08K
$358K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-4- 0.39% |
$1.29K - $1.4K
|
1.02K
$336K
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-4- 0.57% |
$1.29K - $1.4K
|
696
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5- 0.43% |
$1.62K - $1.75K
|
1.16K
$386K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-6- 0.22% |
$1.94K - $2.09K
|
2.66K
$883K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7- 0.97% |
$2.26K - $2.44K
|
716
$237K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-7- 0.04% |
$2.26K - $2.44K
|
15.8K
$5.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9- 0.07% |
$2.91K - $3.14K
|
13.1K
$4.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-10- 0.71% |
$3.23K - $3.49K
|
1.41K
$466K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-10- 0.59% |
$3.23K - $3.49K
|
1.69K
$558K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-11- 1.34% |
$3.55K - $3.84K
|
810
$268K
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-12- 0.13% |
$3.88K - $4.19K
|
9.22K
$3.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-13- 0.24% |
$4.2K - $4.54K
|
5.47K
$1.81M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-13- 0.1% |
$4.2K - $4.54K
|
13.3K
$4.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-13- 1.75% |
$4.2K - $4.54K
|
729
$242K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-15- 0.09% |
$4.85K - $5.24K
|
16K
$5.32M
|