Purchases and Sales Made in Q1 2024 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
677New |
$182K - $203K
|
677
$233K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
675New |
$181K - $203K
|
675
$233K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
675New |
$181K - $203K
|
675
$233K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
672New |
$180K - $202K
|
672
$231K
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
670+ 4.39% |
$180K - $201K
|
15.9K
$5.49M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
670New |
$180K - $201K
|
670
$231K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
669+ 6.96% |
$180K - $201K
|
10.3K
$3.54M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
667New |
$179K - $200K
|
667
$230K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
667New |
$179K - $200K
|
667
$230K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
665+ 6.63% |
$178K - $200K
|
10.7K
$3.68M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
661+ 8.42% |
$177K - $198K
|
8.51K
$2.93M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
609+ 13.05% |
$163K - $183K
|
5.27K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
544+ 5.35% |
$146K - $163K
|
10.7K
$3.69M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
530+ 5.12% |
$142K - $159K
|
10.9K
$3.75M
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
524+ 6.44% |
$141K - $157K
|
8.66K
$2.98M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
494+ 19.59% |
$133K - $148K
|
3.02K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
468+ 10.08% |
$126K - $140K
|
5.11K
$1.76M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
445+ 4.81% |
$119K - $134K
|
9.7K
$3.34M
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
441+ 1.71% |
$118K - $132K
|
26.2K
$9.01M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
432+ 48.21% |
$116K - $130K
|
1.33K
$457K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
428+ 48.58% |
$115K - $128K
|
1.31K
$451K
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
428+ 24.46% |
$115K - $128K
|
2.18K
$750K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
400+ 35.0% |
$107K - $120K
|
1.54K
$532K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
387+ 0.63% |
$104K - $116K
|
61.9K
$21.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
386+ 8.46% |
$104K - $116K
|
4.95K
$1.7M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
386+ 13.93% |
$104K - $116K
|
3.16K
$1.09M
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
386+ 0.96% |
$104K - $116K
|
40.6K
$14M
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
383+ 20.84% |
$103K - $115K
|
2.22K
$765K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
374+ 0.44% |
$100K - $112K
|
85.3K
$29.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
361+ 3.06% |
$96.9K - $108K
|
12.2K
$4.19M
|
|
|
May 09, 2024
Q1 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
358+ 32.4% |
$96.1K - $107K
|
1.46K
$504K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
347New |
$93.1K - $104K
|
347
$120K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
330+ 11.29% |
$88.6K - $99K
|
3.25K
$1.12M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
325+ 15.25% |
$87.2K - $97.5K
|
2.46K
$846K
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
315+ 1.24% |
$84.5K - $94.5K
|
25.7K
$8.85M
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
314+ 0.44% |
$84.3K - $94.2K
|
72.3K
$24.9M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
300+ 14.31% |
$80.5K - $90K
|
2.4K
$826K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
296+ 4.35% |
$79.4K - $88.8K
|
7.1K
$2.45M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
296+ 0.39% |
$79.4K - $88.8K
|
77.1K
$26.6M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
285+ 15.8% |
$76.5K - $85.5K
|
2.09K
$720K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
276+ 7.1% |
$74.1K - $82.8K
|
4.16K
$1.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
268+ 2.24% |
$71.9K - $80.4K
|
12.2K
$4.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
BUY
|
- |
252+ 3.33% |
$67.6K - $75.6K
|
7.83K
$2.7M
|
|
|
May 13, 2024
Q1 2024
|
Georgetown University
Washington, DC |
BUY
|
- |
251+ 0.25% |
$67.4K - $75.3K
|
100K
$34.5M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
236+ 17.56% |
$63.3K - $70.8K
|
1.58K
$544K
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
236+ 20.02% |
$63.3K - $70.8K
|
1.42K
$487K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
230+ 4.21% |
$61.7K - $69K
|
5.7K
$1.96M
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
BUY
|
- |
220+ 7.31% |
$59K - $66K
|
3.23K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
204+ 5.95% |
$54.7K - $61.2K
|
3.63K
$1.25M
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
201+ 23.13% |
$53.9K - $60.3K
|
1.07K
$369K
|