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
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.1K+ 166.78% |
$1.16M - $1.27M
|
6.55K
$2.24M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.07K+ 115.11% |
$1.15M - $1.26M
|
7.6K
$2.6M
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
3.87K+ 14.3% |
$1.1M - $1.2M
|
30.9K
$10.6M
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
3.86KNew |
$1.09M - $1.19M
|
3.86K
$1.32M
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
3.75KNew |
$1.06M - $1.16M
|
3.75K
$1.28M
|
|
Jul 10, 2024
Q2 2024
|
Epiq Partners, LLC
|
BUY
|
- |
3.7K+ 12.46% |
$1.05M - $1.15M
|
33.4K
$11.4M
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.63KNew |
$1.03M - $1.13M
|
3.63K
$1.24M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.45K+ 56.07% |
$977K - $1.07M
|
9.6K
$3.28M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.44K+ 113.67% |
$975K - $1.07M
|
6.47K
$2.21M
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.21K+ 4.77% |
$910K - $996K
|
70.6K
$24.1M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.09K+ 1.96% |
$875K - $957K
|
161K
$55M
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.08K+ 95.79% |
$871K - $953K
|
6.29K
$2.15M
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
3KNew |
$850K - $930K
|
3K
$1.03M
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.98KNew |
$842K - $922K
|
2.98K
$1.02M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.88K+ 23.52% |
$815K - $892K
|
15.1K
$5.17M
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.85KNew |
$806K - $883K
|
2.85K
$974K
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.84K+ 425.79% |
$804K - $880K
|
3.51K
$1.2M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.8K+ 35.24% |
$793K - $868K
|
10.8K
$3.68M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.77KNew |
$785K - $859K
|
2.77K
$948K
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
2.67K+ 0.93% |
$756K - $827K
|
290K
$99.3M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.65KNew |
$751K - $822K
|
2.65K
$906K
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
2.64KNew |
$748K - $819K
|
2.64K
$904K
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
2.52K+ 163.19% |
$713K - $780K
|
4.06K
$1.39M
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.47KNew |
$699K - $765K
|
2.47K
$845K
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.45K+ 1.98% |
$694K - $760K
|
126K
$43.2M
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
2.35K+ 3.22% |
$667K - $730K
|
75.4K
$25.8M
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
2.33K+ 1.51% |
$660K - $722K
|
157K
$53.7M
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.31KNew |
$653K - $714K
|
2.31K
$788K
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.25K+ 32.46% |
$636K - $696K
|
9.17K
$3.14M
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.15K+ 25.67% |
$607K - $665K
|
10.5K
$3.59M
|
|
Jul 16, 2024
Q2 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
2.08KNew |
$590K - $645K
|
2.08K
$712K
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.7KNew |
$481K - $527K
|
1.7K
$581K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
1.69K+ 4.98% |
$477K - $522K
|
35.5K
$12.1M
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
1.59K+ 134.18% |
$451K - $494K
|
2.78K
$951K
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.49K+ 13.95% |
$423K - $463K
|
12.2K
$4.17M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.4KNew |
$397K - $435K
|
1.4K
$480K
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
1.38K+ 98.92% |
$389K - $426K
|
2.77K
$945K
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.37K+ 21.51% |
$387K - $424K
|
7.72K
$2.64M
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.24K+ 1.71% |
$350K - $383K
|
73.5K
$25.1M
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.19KNew |
$336K - $368K
|
1.19K
$406K
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.16KNew |
$327K - $358K
|
1.16K
$395K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.12K+ 93.33% |
$317K - $347K
|
2.32K
$793K
|
|
Aug 07, 2024
Q2 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.06K+ 124.21% |
$301K - $329K
|
1.92K
$655K
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
1.06KNew |
$299K - $327K
|
1.06K
$361K
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.05K+ 2229.79% |
$297K - $325K
|
1.1K
$374K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
985+ 12.19% |
$279K - $305K
|
9.07K
$3.1M
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
980New |
$277K - $304K
|
980
$335K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
980+ 84.34% |
$277K - $304K
|
2.14K
$732K
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
968New |
$274K - $300K
|
968
$331K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
943+ 5.02% |
$267K - $292K
|
19.7K
$6.75M
|