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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
200+ 20.79% |
$53.7K - $60K
|
1.16K
$400K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
199+ 7.86% |
$53.4K - $59.7K
|
2.73K
$940K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
186+ 4.02% |
$49.9K - $55.8K
|
4.81K
$1.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
183+ 0.23% |
$49.1K - $54.9K
|
81.4K
$28M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
181+ 0.97% |
$48.6K - $54.3K
|
18.8K
$6.49M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
178+ 33.71% |
$47.8K - $53.4K
|
706
$243K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
171+ 4.41% |
$45.9K - $51.3K
|
4.05K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
169+ 0.5% |
$45.4K - $50.7K
|
33.8K
$11.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
150+ 0.9% |
$40.3K - $45K
|
16.9K
$5.81M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
113+ 226.0% |
$30.3K - $33.9K
|
163
$56.1K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
109+ 4.77% |
$29.3K - $32.7K
|
2.39K
$825K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
106+ 12.73% |
$28.4K - $31.8K
|
939
$323K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
102+ 1.22% |
$27.4K - $30.6K
|
8.46K
$2.91M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100New |
$26.8K - $30K
|
100
$34.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
100+ 4.0% |
$26.8K - $30K
|
2.6K
$896K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
96New |
$25.8K - $28.8K
|
96
$33.1K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
91+ 151.67% |
$24.4K - $27.3K
|
151
$52K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
89+ 0.36% |
$23.9K - $26.7K
|
25.1K
$8.65M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
81New |
$21.7K - $24.3K
|
81
$27.9K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
76New |
$20.4K - $22.8K
|
76
$26.2K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
62+ 0.31% |
$16.6K - $18.6K
|
20.3K
$6.98M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
59+ 0.17% |
$15.8K - $17.7K
|
35.4K
$12.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
58+ 5.63% |
$15.6K - $17.4K
|
1.09K
$375K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
57+ 14.77% |
$15.3K - $17.1K
|
443
$153K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
53+ 0.25% |
$14.2K - $15.9K
|
21.6K
$7.44M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
52+ 3.59% |
$14K - $15.6K
|
1.5K
$517K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
51New |
$13.7K - $15.3K
|
51
$17.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
48+ 0.57% |
$12.9K - $14.4K
|
8.42K
$2.9M
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
47+ 0.25% |
$12.6K - $14.1K
|
18.7K
$6.43M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
47+ 0.13% |
$12.6K - $14.1K
|
36.8K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
46+ 1.01% |
$12.3K - $13.8K
|
4.58K
$1.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
44New |
$11.8K - $13.2K
|
44
$15.2K
|
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
40+ 2.12% |
$10.7K - $12K
|
1.92K
$663K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
35+ 1.61% |
$9.39K - $10.5K
|
2.21K
$761K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
35+ 0.07% |
$9.39K - $10.5K
|
48K
$16.5M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
33+ 1.02% |
$8.86K - $9.9K
|
3.25K
$1.12M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
29+ 1.29% |
$7.78K - $8.7K
|
2.28K
$786K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
25New |
$6.71K - $7.5K
|
25
$8.61K
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
25+ 2.41% |
$6.71K - $7.5K
|
1.06K
$365K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
22+ 1.01% |
$5.9K - $6.6K
|
2.2K
$757K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
17+ 0.1% |
$4.56K - $5.1K
|
16.9K
$5.83M
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
17+ 0.25% |
$4.56K - $5.1K
|
6.95K
$2.39M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
17+ 0.69% |
$4.56K - $5.1K
|
2.48K
$854K
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
14+ 0.25% |
$3.76K - $4.2K
|
5.6K
$1.93M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
13+ 0.24% |
$3.49K - $3.9K
|
5.33K
$1.84M
|
|
|
May 10, 2024
Q1 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
13+ 0.25% |
$3.49K - $3.9K
|
5.14K
$1.77M
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
12+ 0.13% |
$3.22K - $3.6K
|
9.44K
$3.25M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
12+ 0.13% |
$3.22K - $3.6K
|
9.56K
$3.29M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
12+ 0.77% |
$3.22K - $3.6K
|
1.58K
$544K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10+ 0.16% |
$2.68K - $3K
|
6.22K
$2.14M
|