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 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.72% |
$283 - $310
|
139
$47.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.03% |
$283 - $310
|
3.17K
$1.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
1+ 0.03% |
$283 - $310
|
3.27K
$1.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.38% |
$283 - $310
|
262
$89.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1+ 0.14% |
$283 - $310
|
704
$241K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1- 0.12% |
$283 - $310
|
866
$296K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1- 0.04% |
$283 - $310
|
2.32K
$794K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1- 0.1% |
$283 - $310
|
1.01K
$346K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2- 0.04% |
$566 - $620
|
4.53K
$1.55M
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-3- 13.64% |
$849 - $930
|
19
$6.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-4- 0.02% |
$1.13K - $1.24K
|
23K
$7.87M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-4- 0.27% |
$1.13K - $1.24K
|
1.46K
$501K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
SELL
|
- |
-5- 0.37% |
$1.42K - $1.55K
|
1.36K
$466K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-6- 0.77% |
$1.7K - $1.86K
|
776
$265K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-7- 0.39% |
$1.98K - $2.17K
|
1.81K
$618K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-8- 0.02% |
$2.27K - $2.48K
|
37.2K
$12.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-8- 1.54% |
$2.27K - $2.48K
|
510
$174K
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-9- 1.27% |
$2.55K - $2.79K
|
698
$239K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10- 0.2% |
$2.83K - $3.1K
|
5.02K
$1.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-12- 1.25% |
$3.4K - $3.72K
|
946
$323K
|
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-13- 4.73% |
$3.68K - $4.03K
|
262
$89.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-13- 13.54% |
$3.68K - $4.03K
|
83
$28.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-13- 1.7% |
$3.68K - $4.03K
|
750
$256K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-15- 2.4% |
$4.25K - $4.65K
|
610
$209K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-15- 0.33% |
$4.25K - $4.65K
|
4.6K
$1.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-15- 1.15% |
$4.25K - $4.65K
|
1.29K
$441K
|
|
|
Jul 23, 2024
Q2 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-15- 0.71% |
$4.25K - $4.65K
|
2.09K
$713K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-15- 1.15% |
$4.25K - $4.65K
|
1.29K
$442K
|
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-16- 0.28% |
$4.53K - $4.96K
|
5.63K
$1.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-18- 0.19% |
$5.1K - $5.58K
|
9.42K
$3.22M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-18- 0.19% |
$5.1K - $5.58K
|
9.68K
$3.31M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-18- 1.13% |
$5.1K - $5.58K
|
1.57K
$537K
|
|
|
Aug 14, 2024
Q2 2024
|
Campion Asset Management
|
SELL
|
- |
-19- 2.36% |
$5.38K - $5.89K
|
785
$268K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-20- 0.34% |
$5.66K - $6.2K
|
5.87K
$2.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-21- 2.24% |
$5.95K - $6.51K
|
918
$314K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-21- 0.75% |
$5.95K - $6.51K
|
2.77K
$947K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-24- 0.52% |
$6.8K - $7.44K
|
4.56K
$1.56M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-25- 0.38% |
$7.08K - $7.75K
|
6.58K
$2.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-27- 1.7% |
$7.65K - $8.37K
|
1.56K
$535K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-29- 1.07% |
$8.21K - $8.99K
|
2.67K
$914K
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
SELL
|
- |
-29- 1.1% |
$8.21K - $8.99K
|
2.62K
$895K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-30- 0.12% |
$8.49K - $9.3K
|
25.7K
$8.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-30- 1.07% |
$8.49K - $9.3K
|
2.77K
$948K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-31- 0.97% |
$8.78K - $9.61K
|
3.15K
$1.08M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-31- 77.5% |
$8.78K - $9.61K
|
9
$3.08K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-32- 0.5% |
$9.06K - $9.92K
|
6.42K
$2.2M
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-32- 3.84% |
$9.06K - $9.92K
|
801
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-33- 0.26% |
$9.34K - $10.2K
|
12.8K
$4.39M
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-33- 0.95% |
$9.34K - $10.2K
|
3.45K
$1.18M
|