Purchases and Sales Made in Q2 2024 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Xponance, Inc.
|
SELL
|
- |
-1.8K- 34.21% |
$511K - $559K
|
3.47K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.84K- 0.15% |
$520K - $570K
|
1.22M
$416M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.84K- 0.15% |
$520K - $570K
|
1.22M
$416M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.01K- 3.7% |
$568K - $622K
|
52.2K
$17.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.2K- 22.68% |
$623K - $682K
|
7.5K
$2.56M
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-2.37K- 3.18% |
$671K - $734K
|
72.2K
$24.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.37K- 11.58% |
$671K - $735K
|
18.1K
$6.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.39K- 57.33% |
$675K - $739K
|
1.78K
$607K
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-2.5K- 5.88% |
$707K - $774K
|
40K
$13.7M
|
|
|
Jul 02, 2024
Q2 2024
|
Stairway Partners, LLC
|
SELL
|
- |
-2.61K- 3.54% |
$739K - $809K
|
71.2K
$24.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.05K- 10.98% |
$864K - $945K
|
24.7K
$8.45M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.18K- 6.16% |
$900K - $985K
|
48.4K
$16.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-3.24K- 1.83% |
$917K - $1M
|
174K
$59.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.25K- 2.65% |
$921K - $1.01M
|
120K
$40.9M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.28K- 1.03% |
$929K - $1.02M
|
314K
$107M
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.3K- 4.31% |
$934K - $1.02M
|
73.2K
$25M
|
|
|
Jul 02, 2024
Q2 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-3.32K- 53.29% |
$939K - $1.03M
|
2.91K
$994K
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-3.45K- 3.72% |
$975K - $1.07M
|
89.1K
$30.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.59K- 3.25% |
$1.02M - $1.11M
|
107K
$36.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.62K- 5.32% |
$1.03M - $1.12M
|
64.4K
$22M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.86K- 89.71% |
$1.09M - $1.19M
|
442
$151K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-3.89K- 66.47% |
$1.1M - $1.21M
|
1.96K
$671K
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-3.89K- 15.42% |
$1.1M - $1.21M
|
21.3K
$7.29M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4.47K- 5.48% |
$1.26M - $1.38M
|
77K
$26.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-4.55K- 9.98% |
$1.29M - $1.41M
|
41.1K
$14M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.72K- 15.99% |
$1.34M - $1.46M
|
24.8K
$8.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-4.8K- 26.68% |
$1.36M - $1.49M
|
13.2K
$4.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.86K- 2.43% |
$1.38M - $1.51M
|
195K
$66.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.74K- 4.64% |
$1.63M - $1.78M
|
118K
$40.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-5.83K- 87.42% |
$1.65M - $1.81M
|
839
$287K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.31K- 76.41% |
$1.79M - $1.95M
|
1.95K
$666K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.36K- 3.53% |
$1.8M - $1.97M
|
174K
$59.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-6.57K- 3.45% |
$1.86M - $2.04M
|
184K
$63M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.58K- 1.4% |
$1.86M - $2.04M
|
463K
$158M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-6.91K- 16.44% |
$1.96M - $2.14M
|
35.1K
$12M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-7.59K- 7.09% |
$2.15M - $2.35M
|
99.4K
$34M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-8.02K- 5.54% |
$2.27M - $2.48M
|
137K
$46.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-8.53K- 79.79% |
$2.41M - $2.64M
|
2.16K
$739K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-8.71K- 36.15% |
$2.47M - $2.7M
|
15.4K
$5.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-8.77K- 2.17% |
$2.48M - $2.72M
|
395K
$135M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.3K- 5.63% |
$2.91M - $3.18M
|
172K
$58.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-12K- 52.92% |
$3.38M - $3.7M
|
10.6K
$3.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-15.7K- 2.95% |
$4.46M - $4.88M
|
518K
$177M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-22.2K- 17.93% |
$6.3M - $6.89M
|
102K
$34.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-24K- 29.16% |
$6.8M - $7.45M
|
58.4K
$20M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-28.3K- 1.37% |
$8.02M - $8.78M
|
2.04M
$698M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-29.4K- 50.0% |
$8.32M - $9.11M
|
29.4K
$10.1M
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-31.9K- 20.57% |
$9.03M - $9.88M
|
123K
$42.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-38.5K- 24.54% |
$10.9M - $11.9M
|
119K
$40.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-94.3K- 15.11% |
$26.7M - $29.2M
|
530K
$181M
|