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 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-389- 15.6% |
$110K - $121K
|
2.11K
$729K
|
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-400- 3.09% |
$113K - $124K
|
12.5K
$4.34M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-408- 0.61% |
$116K - $126K
|
66.5K
$23M
|
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-414- 32.62% |
$117K - $128K
|
855
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-419- 6.73% |
$119K - $130K
|
5.81K
$2.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-420- 1.82% |
$119K - $130K
|
22.7K
$7.87M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-426- 1.18% |
$121K - $132K
|
35.7K
$12.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-433- 4.09% |
$123K - $134K
|
10.2K
$3.52M
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-446- 0.43% |
$126K - $138K
|
104K
$36.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-458- 0.54% |
$130K - $142K
|
84.2K
$29.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-462- 0.85% |
$131K - $143K
|
54.1K
$18.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-465- 1.53% |
$132K - $144K
|
30K
$10.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-466- 31.38% |
$132K - $144K
|
1.02K
$353K
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-483- 12.05% |
$137K - $150K
|
3.53K
$1.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-497- 25.83% |
$141K - $154K
|
1.43K
$495K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-500- 0.99% |
$142K - $155K
|
49.8K
$17.2M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-501- 3.63% |
$142K - $155K
|
13.3K
$4.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-512- 16.22% |
$145K - $159K
|
2.65K
$917K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-524- 17.37% |
$148K - $162K
|
2.49K
$864K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-574- 13.28% |
$163K - $178K
|
3.75K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-580- 1.29% |
$164K - $180K
|
44.4K
$15.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-631- 8.89% |
$179K - $196K
|
6.47K
$2.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-699- 1.94% |
$198K - $217K
|
35.4K
$12.3M
|
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-774- 1.48% |
$219K - $240K
|
51.5K
$17.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-803- 9.53% |
$227K - $249K
|
7.62K
$2.64M
|
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-804- 4.47% |
$228K - $249K
|
17.2K
$5.95M
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-826- 1.98% |
$234K - $256K
|
40.8K
$14.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-845- 14.83% |
$239K - $262K
|
4.85K
$1.68M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-850- 4.69% |
$241K - $263K
|
17.3K
$5.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-854- 12.24% |
$242K - $265K
|
6.12K
$2.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-877- 36.36% |
$248K - $272K
|
1.54K
$532K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-935- 10.98% |
$265K - $290K
|
7.58K
$2.63M
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-989- 6.57% |
$280K - $306K
|
14.1K
$4.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-994- 4.43% |
$281K - $308K
|
21.5K
$7.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.04K- 0.55% |
$295K - $323K
|
188K
$65.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-1.08K- 6.34% |
$304K - $333K
|
15.9K
$5.51M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.08K- 32.43% |
$306K - $335K
|
2.25K
$780K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.08K- 1.24% |
$307K - $336K
|
86K
$29.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.1K- 7.23% |
$312K - $342K
|
14.2K
$4.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.2K- 3.16% |
$340K - $372K
|
36.7K
$12.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.24K- 10.04% |
$350K - $383K
|
11.1K
$3.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.3K- 86.61% |
$368K - $403K
|
201
$69.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.36K- 0.8% |
$385K - $421K
|
169K
$58.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.43K- 33.8% |
$406K - $444K
|
2.81K
$973K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.52K- 7.04% |
$431K - $471K
|
20.1K
$6.96M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.6K- 1.65% |
$454K - $496K
|
95.8K
$33.2M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-1.62K- 3.98% |
$458K - $501K
|
39K
$13.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-1.64K- 6.73% |
$465K - $509K
|
22.8K
$7.89M
|
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.65K- 5.79% |
$467K - $511K
|
26.8K
$9.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.66K- 2.15% |
$470K - $514K
|
75.5K
$26.2M
|