Purchases and Sales Made in Q4 2024 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6.72M+ 3821.06% |
$2.17B - $2.34B
|
6.89M
$2.4B
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.61M+ 6270.12% |
$1.49B - $1.61B
|
4.68M
$1.63B
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
238K+ 33356.16% |
$76.9M - $83.1M
|
239K
$83.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
233K+ 691.48% |
$75.3M - $81.4M
|
267K
$92.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
152K+ 33.71% |
$49.2M - $53.2M
|
604K
$210M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
122KNew |
$39.3M - $42.5M
|
122K
$42.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Strategic Investment Management, LLC
|
BUY
|
- |
117K+ 706.66% |
$37.7M - $40.8M
|
133K
$46.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
103KNew |
$33.4M - $36M
|
103K
$36M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
93.4K+ 100.0% |
$30.2M - $32.6M
|
187K
$65M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
82.5K+ 7.7% |
$26.7M - $28.8M
|
1.15M
$402M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
81.6KNew |
$26.4M - $28.5M
|
81.6K
$28.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
75.7K+ 32.28% |
$24.5M - $26.4M
|
310K
$108M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
74.4K+ 7.88% |
$24M - $26M
|
1.02M
$355M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
70.9KNew |
$22.9M - $24.7M
|
70.9K
$24.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
65.6K+ 6.13% |
$21.2M - $22.9M
|
1.14M
$396M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
60.8KNew |
$19.6M - $21.2M
|
60.8K
$21.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
43K+ 26.77% |
$13.9M - $15M
|
204K
$70.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
42.3KNew |
$13.7M - $14.8M
|
42.3K
$14.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
41.4K+ 233.4% |
$13.4M - $14.5M
|
59.2K
$20.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
41.2K+ 26.33% |
$13.3M - $14.4M
|
198K
$68.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
40.2KNew |
$13M - $14M
|
40.2K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
28.5K+ 400.97% |
$9.21M - $9.95M
|
35.6K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
27.7KNew |
$8.95M - $9.67M
|
27.7K
$9.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.4K+ 5.62% |
$8.52M - $9.21M
|
496K
$173M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.6K+ 27.44% |
$8.27M - $8.93M
|
119K
$41.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.4K+ 38.06% |
$7.88M - $8.51M
|
88.5K
$30.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.2K+ 3.83% |
$7.49M - $8.1M
|
629K
$219M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
22.8KNew |
$7.37M - $7.96M
|
22.8K
$7.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
22.8KNew |
$7.37M - $7.96M
|
22.8K
$7.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
21.1K+ 2515.73% |
$6.82M - $7.37M
|
21.9K
$7.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
20KNew |
$6.46M - $6.98M
|
20K
$6.96M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.4K+ 128.59% |
$5.96M - $6.43M
|
32.8K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
18.3K+ 255.31% |
$5.9M - $6.37M
|
25.4K
$8.84M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
17.8K+ 1260.4% |
$5.76M - $6.22M
|
19.2K
$6.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
17.7K+ 48.65% |
$5.73M - $6.19M
|
54.2K
$18.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
17.4KNew |
$5.62M - $6.07M
|
17.4K
$6.06M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16.5K+ 39.36% |
$5.33M - $5.76M
|
58.4K
$20.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
16.3K+ 2706.3% |
$5.27M - $5.7M
|
16.9K
$5.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
15.8K+ 119.72% |
$5.09M - $5.5M
|
28.9K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
13K+ 3.02% |
$4.19M - $4.53M
|
443K
$154M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
12.8K+ 209.27% |
$4.15M - $4.48M
|
19K
$6.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
12.7KNew |
$4.11M - $4.44M
|
12.7K
$4.42M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.3K+ 484.7% |
$3.63M - $3.93M
|
13.6K
$4.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.5K+ 3.4% |
$3.4M - $3.67M
|
320K
$111M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
10.4KNew |
$3.37M - $3.64M
|
10.4K
$3.63M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
10.2KNew |
$3.28M - $3.55M
|
10.2K
$3.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.73K+ 6.82% |
$3.14M - $3.39M
|
152K
$53M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
9.44KNew |
$3.05M - $3.3M
|
9.44K
$3.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.02K+ 19.13% |
$2.91M - $3.15M
|
56.2K
$19.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
8.48K+ 6.34% |
$2.74M - $2.96M
|
142K
$49.5M
|