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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-364- 7.19% |
$107K - $119K
|
4.7K
$1.61M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-367- 4.01% |
$108K - $120K
|
8.79K
$3.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-374- 1.93% |
$110K - $122K
|
19K
$6.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-379- 18.38% |
$112K - $124K
|
1.68K
$575K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-380- 0.44% |
$112K - $124K
|
85.2K
$29.1M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-389- 18.81% |
$115K - $127K
|
1.68K
$574K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-396- 9.92% |
$117K - $129K
|
3.6K
$1.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-400- 24.62% |
$118K - $131K
|
1.23K
$419K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-400- 14.12% |
$118K - $131K
|
2.43K
$832K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-405- 1.78% |
$119K - $132K
|
22.3K
$7.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-409- 6.97% |
$121K - $134K
|
5.46K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-409- 1.39% |
$121K - $134K
|
29K
$9.91M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-412- 0.24% |
$121K - $135K
|
168K
$57.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-433- 3.05% |
$128K - $141K
|
13.8K
$4.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-464- 13.16% |
$137K - $152K
|
3.06K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-486- 0.58% |
$143K - $159K
|
83.7K
$28.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-504- 3.36% |
$149K - $165K
|
14.5K
$4.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-520- 1.0% |
$153K - $170K
|
51.7K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-530- 6.33% |
$156K - $173K
|
7.84K
$2.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-533- 66.46% |
$157K - $174K
|
269
$92K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-565- 8.09% |
$167K - $185K
|
6.42K
$2.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-575- 2.81% |
$169K - $188K
|
19.9K
$6.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-585- 37.33% |
$172K - $191K
|
982
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-614- 7.95% |
$181K - $201K
|
7.11K
$2.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-646- 1.0% |
$190K - $211K
|
63.8K
$21.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-656- 30.63% |
$193K - $214K
|
1.49K
$508K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-697- 0.74% |
$205K - $228K
|
93.2K
$31.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-711- 2.06% |
$210K - $232K
|
33.7K
$11.5M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-728- 1.71% |
$215K - $238K
|
41.9K
$14.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-775- 38.61% |
$228K - $253K
|
1.23K
$421K
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-776- 16.25% |
$229K - $254K
|
4K
$1.37M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-786- 5.2% |
$232K - $257K
|
14.3K
$4.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-795- 0.5% |
$234K - $260K
|
159K
$54.5M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-868- 16.23% |
$256K - $284K
|
4.48K
$1.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-929- 65.28% |
$274K - $304K
|
494
$169K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-944- 1.53% |
$278K - $308K
|
60.7K
$20.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-977- 2.74% |
$288K - $319K
|
34.7K
$11.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
SELL
|
- |
-1K- 1.95% |
$296K - $328K
|
50.6K
$17.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.05K- 95.71% |
$309K - $342K
|
47
$16.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.05K- 4.31% |
$309K - $342K
|
23.2K
$7.95M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.06K- 1.16% |
$312K - $346K
|
90.4K
$30.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.07K- 10.59% |
$317K - $351K
|
9.07K
$3.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-1.11K- 1.12% |
$327K - $363K
|
98.3K
$33.6M
|
|
|
Oct 28, 2024
Q3 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-1.12K- 6.49% |
$329K - $364K
|
16.1K
$5.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.24K- 2.2% |
$365K - $404K
|
54.9K
$18.8M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.35K- 10.52% |
$396K - $439K
|
11.4K
$3.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.44K- 1.28% |
$426K - $472K
|
111K
$38M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.53K- 36.83% |
$451K - $500K
|
2.62K
$897K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.58K- 3.88% |
$466K - $517K
|
39.2K
$13.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.62K- 6.03% |
$477K - $528K
|
25.2K
$8.61M
|