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 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-1- 4.35% |
$268 - $300
|
22
$7.58K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2- 0.13% |
$537 - $600
|
1.54K
$529K
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-2- 0.18% |
$537 - $600
|
1.14K
$391K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2- 0.02% |
$537 - $600
|
13.3K
$4.57M
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-2- 0.22% |
$537 - $600
|
893
$308K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3- 1.38% |
$805 - $900
|
214
$73.7K
|
|
|
May 15, 2024
Q1 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-6Closed |
$1.61K - $1.8K
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-6- 0.16% |
$1.61K - $1.8K
|
3.84K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-7- 3.47% |
$1.88K - $2.1K
|
195
$67.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-9- 3.17% |
$2.42K - $2.7K
|
275
$94.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-10- 0.63% |
$2.68K - $3K
|
1.58K
$545K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-10- 1.19% |
$2.68K - $3K
|
833
$287K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-10- 0.98% |
$2.68K - $3K
|
1.01K
$349K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10- 2.71% |
$2.68K - $3K
|
359
$124K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-10- 0.37% |
$2.68K - $3K
|
2.7K
$931K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-11- 0.51% |
$2.95K - $3.3K
|
2.14K
$736K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12- 0.27% |
$3.22K - $3.6K
|
4.44K
$1.53M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-14- 0.48% |
$3.76K - $4.2K
|
2.88K
$992K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-15- 0.22% |
$4.03K - $4.5K
|
6.92K
$2.38M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-15- 0.35% |
$4.03K - $4.5K
|
4.25K
$1.46M
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-16- 0.19% |
$4.29K - $4.8K
|
8.32K
$2.86M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-16- 2.05% |
$4.29K - $4.8K
|
763
$263K
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-19- 0.63% |
$5.1K - $5.7K
|
3.01K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-20- 1.45% |
$5.37K - $6K
|
1.36K
$470K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-21- 0.15% |
$5.64K - $6.3K
|
13.7K
$4.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-21- 2.78% |
$5.64K - $6.3K
|
734
$253K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-22- 0.77% |
$5.9K - $6.6K
|
2.83K
$976K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-23- 1.73% |
$6.17K - $6.9K
|
1.3K
$449K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-24- 1.81% |
$6.44K - $7.2K
|
1.3K
$449K
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-25- 0.11% |
$6.71K - $7.5K
|
23.1K
$7.97M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-26- 6.16% |
$6.98K - $7.8K
|
396
$136K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-26- 1.08% |
$6.98K - $7.8K
|
2.38K
$818K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-26- 7.49% |
$6.98K - $7.8K
|
321
$111K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-28- 1.58% |
$7.51K - $8.4K
|
1.75K
$601K
|
|
|
May 03, 2024
Q1 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-30- 0.57% |
$8.05K - $9K
|
5.24K
$1.8M
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
SELL
|
- |
-30- 2.31% |
$8.05K - $9K
|
1.27K
$437K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-32- 4.87% |
$8.59K - $9.6K
|
625
$215K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-33- 0.71% |
$8.86K - $9.9K
|
4.61K
$1.59M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-33- 1.16% |
$8.86K - $9.9K
|
2.8K
$965K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-34- 0.26% |
$9.12K - $10.2K
|
12.9K
$4.43M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-34- 0.36% |
$9.12K - $10.2K
|
9.3K
$3.2M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-35- 8.1% |
$9.39K - $10.5K
|
397
$137K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-35- 2.49% |
$9.39K - $10.5K
|
1.37K
$472K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-36- 0.63% |
$9.66K - $10.8K
|
5.72K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-36- 2.27% |
$9.66K - $10.8K
|
1.55K
$533K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-42- 0.3% |
$11.3K - $12.6K
|
13.9K
$4.77M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-44- 4.05% |
$11.8K - $13.2K
|
1.04K
$359K
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-46- 1.62% |
$12.3K - $13.8K
|
2.79K
$961K
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-47- 6.23% |
$12.6K - $14.1K
|
707
$244K
|
|
|
May 10, 2024
Q1 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-48- 14.08% |
$12.9K - $14.4K
|
293
$101K
|