Purchases and Sales Made in Q3 2024 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.3% |
$1.77K - $1.96K
|
2.04K
$696K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6+ 2.08% |
$1.77K - $1.96K
|
294
$101K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
6+ 0.34% |
$1.77K - $1.96K
|
1.79K
$612K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5+ 0.31% |
$1.47K - $1.63K
|
1.63K
$557K
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.3% |
$1.47K - $1.63K
|
1.66K
$567K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
4+ 0.42% |
$1.18K - $1.31K
|
962
$329K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
4+ 0.38% |
$1.18K - $1.31K
|
1.06K
$362K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
4+ 0.06% |
$1.18K - $1.31K
|
6.43K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
4+ 0.11% |
$1.18K - $1.31K
|
3.57K
$1.22M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3+ 0.39% |
$884 - $980
|
772
$264K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3+ 0.35% |
$884 - $980
|
858
$293K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
3+ 0.03% |
$884 - $980
|
10.9K
$3.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 0.37% |
$884 - $980
|
820
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
3+ 0.29% |
$884 - $980
|
1.03K
$351K
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.47% |
$884 - $980
|
643
$220K
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2+ 0.31% |
$590 - $653
|
655
$224K
|
|
|
Nov 08, 2024
Q3 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
2+ 0.29% |
$590 - $653
|
700
$239K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.28% |
$590 - $653
|
723
$247K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.31% |
$590 - $653
|
641
$219K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.19% |
$590 - $653
|
1.08K
$370K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$590 - $653
|
2.83K
$968K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 3.33% |
$295 - $327
|
31
$10.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.0% |
$295 - $327
|
106K
$36.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
1+ 0.03% |
$295 - $327
|
3.27K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
1+ 0.01% |
$295 - $327
|
10.2K
$3.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.38% |
$295 - $327
|
263
$89.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.09% |
$295 - $327
|
1.07K
$366K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.06% |
$295 - $327
|
1.73K
$591K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.05% |
$295 - $327
|
1.95K
$668K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1+ 0.05% |
$295 - $327
|
2.04K
$698K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.42% |
$295 - $327
|
239
$81.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.24% |
$295 - $327
|
420
$144K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1+ 0.13% |
$295 - $327
|
752
$257K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1+ 0.12% |
$295 - $327
|
848
$290K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1+ 0.14% |
$295 - $327
|
700
$239K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1+ 0.02% |
$295 - $327
|
4.18K
$1.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.25% |
$295 - $327
|
402
$137K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1- 0.38% |
$295 - $327
|
261
$89.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1- 0.72% |
$295 - $327
|
138
$47.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2- 0.01% |
$590 - $653
|
35K
$12M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-4- 26.67% |
$1.18K - $1.31K
|
11
$3.76K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-4- 0.15% |
$1.18K - $1.31K
|
2.67K
$913K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-4- 0.09% |
$1.18K - $1.31K
|
4.53K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-5- 0.24% |
$1.47K - $1.63K
|
2.07K
$707K
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-5- 0.55% |
$1.47K - $1.63K
|
898
$307K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-8- 0.25% |
$2.36K - $2.61K
|
3.18K
$1.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-8- 0.02% |
$2.36K - $2.61K
|
37.3K
$12.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-9- 3.69% |
$2.65K - $2.94K
|
235
$80.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-9- 0.73% |
$2.65K - $2.94K
|
1.23K
$421K
|