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 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-152- 38.38% |
$43K - $47.1K
|
244
$83.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-156- 0.76% |
$44.2K - $48.3K
|
20.5K
$7M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-159- 1.96% |
$45K - $49.3K
|
7.97K
$2.73M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-160- 1.28% |
$45.3K - $49.6K
|
12.4K
$4.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-161- 2.81% |
$45.6K - $49.9K
|
5.56K
$1.9M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-162- 4.84% |
$45.9K - $50.2K
|
3.19K
$1.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-164- 18.53% |
$46.4K - $50.8K
|
721
$247K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-165- 1.09% |
$46.7K - $51.1K
|
14.9K
$5.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
SELL
|
- |
-166- 13.08% |
$47K - $51.4K
|
1.1K
$377K
|
|
|
Jul 15, 2024
Q2 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-169- 18.04% |
$47.9K - $52.4K
|
768
$263K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-170- 6.92% |
$48.1K - $52.7K
|
2.29K
$781K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-171- 4.11% |
$48.4K - $53K
|
3.99K
$1.37M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-171- 4.11% |
$48.4K - $53K
|
3.99K
$1.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-175- 8.67% |
$49.6K - $54.2K
|
1.84K
$630K
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-179- 1.31% |
$50.7K - $55.5K
|
13.5K
$4.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-179- 3.13% |
$50.7K - $55.5K
|
5.54K
$1.89M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-183- 3.11% |
$51.8K - $56.7K
|
5.71K
$1.95M
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-183- 2.25% |
$51.8K - $56.7K
|
7.97K
$2.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-187- 0.89% |
$53K - $58K
|
20.8K
$7.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-193- 12.4% |
$54.6K - $59.8K
|
1.36K
$466K
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
SELL
|
- |
-195- 3.72% |
$55.2K - $60.4K
|
5.05K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-198- 7.26% |
$56.1K - $61.4K
|
2.53K
$865K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-200- 4.15% |
$56.6K - $62K
|
4.62K
$1.58M
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-203- 25.99% |
$57.5K - $62.9K
|
578
$198K
|
|
|
Aug 13, 2024
Q2 2024
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-205- 12.45% |
$58K - $63.5K
|
1.44K
$493K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-215- 1.1% |
$60.9K - $66.6K
|
19.3K
$6.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-216- 3.13% |
$61.2K - $66.9K
|
6.68K
$2.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-220- 16.06% |
$62.3K - $68.2K
|
1.15K
$393K
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-232- 20.44% |
$65.7K - $71.9K
|
903
$309K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-233- 0.05% |
$66K - $72.2K
|
452K
$154M
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-249- 6.49% |
$70.5K - $77.2K
|
3.59K
$1.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-250- 2.43% |
$70.8K - $77.5K
|
10K
$3.43M
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-250- 1.72% |
$70.8K - $77.5K
|
14.3K
$4.89M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-250- 24.15% |
$70.8K - $77.5K
|
785
$268K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-255- 1.92% |
$72.2K - $79K
|
13K
$4.45M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-260- 13.31% |
$73.6K - $80.6K
|
1.69K
$579K
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-278- 0.47% |
$78.7K - $86.2K
|
58.6K
$20M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-281- 5.36% |
$79.6K - $87.1K
|
4.96K
$1.69M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-294- 0.89% |
$83.2K - $91.1K
|
32.8K
$11.2M
|
|
|
Aug 07, 2024
Q2 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-300- 7.57% |
$84.9K - $93K
|
3.66K
$1.25M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-308- 19.88% |
$87.2K - $95.4K
|
1.24K
$424K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-312- 1.24% |
$88.3K - $96.7K
|
24.8K
$8.48M
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-320- 4.99% |
$90.6K - $99.2K
|
6.09K
$2.08M
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-331- 0.88% |
$93.7K - $103K
|
37.3K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-346- 14.57% |
$98K - $107K
|
2.03K
$694K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-375- 1.06% |
$106K - $116K
|
35K
$12M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-379- 15.43% |
$107K - $117K
|
2.08K
$710K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-380- 0.73% |
$108K - $118K
|
51.5K
$17.6M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-385- 4.08% |
$109K - $119K
|
9.05K
$3.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-387- 7.12% |
$110K - $120K
|
5.05K
$1.73M
|