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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
70.9KNew |
$22.9M - $24.7M
|
70.9K
$24.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
22.8KNew |
$7.37M - $7.96M
|
22.8K
$7.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.4K+ 128.59% |
$5.96M - $6.43M
|
32.8K
$11.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
17.7K+ 48.65% |
$5.73M - $6.19M
|
54.2K
$18.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.17K+ 5.28% |
$1.02M - $1.11M
|
63.1K
$21.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.17K+ 8.34% |
$702K - $759K
|
28.2K
$9.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.01KNew |
$651K - $703K
|
2.01K
$689K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.62K+ 0.55% |
$524K - $567K
|
294K
$101M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.06K+ 22.68% |
$342K - $369K
|
5.72K
$1.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.02KNew |
$331K - $357K
|
1.02K
$350K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
878+ 63.99% |
$284K - $306K
|
2.25K
$769K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
745New |
$241K - $260K
|
745
$255K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
620New |
$200K - $216K
|
620
$212K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
470+ 23.11% |
$152K - $164K
|
2.5K
$856K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
244+ 8.63% |
$78.8K - $85.2K
|
3.07K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
226+ 30.5% |
$73K - $78.9K
|
967
$331K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
140+ 0.88% |
$45.2K - $48.9K
|
16.1K
$5.49M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
118+ 3.17% |
$38.1K - $41.2K
|
3.85K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
110+ 0.57% |
$35.5K - $38.4K
|
19.4K
$6.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
71+ 126.79% |
$22.9K - $24.8K
|
127
$43.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
59+ 0.04% |
$19.1K - $20.6K
|
168K
$57.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
46+ 1.27% |
$14.9K - $16.1K
|
3.66K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
44+ 0.66% |
$14.2K - $15.4K
|
6.73K
$2.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
35+ 3.18% |
$11.3K - $12.2K
|
1.14K
$388K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
30New |
$9.69K - $10.5K
|
30
$10.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
25New |
$8.08K - $8.73K
|
25
$8.55K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
20+ 0.24% |
$6.46K - $6.98K
|
8.47K
$2.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
17+ 0.87% |
$5.49K - $5.93K
|
1.97K
$674K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$3.23K - $3.49K
|
10
$3.42K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
8+ 0.25% |
$2.58K - $2.79K
|
3.19K
$1.09M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8New |
$2.58K - $2.79K
|
8
$2.74K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
7+ 1.74% |
$2.26K - $2.44K
|
409
$140K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.34% |
$2.26K - $2.44K
|
2.04K
$698K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7+ 0.27% |
$2.26K - $2.44K
|
2.62K
$895K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
3+ 0.03% |
$969 - $1.05K
|
10.9K
$3.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
3+ 0.05% |
$969 - $1.05K
|
6.43K
$2.2M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.24% |
$646 - $698
|
822
$281K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
2+ 0.15% |
$646 - $698
|
1.36K
$464K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1+ 0.13% |
$323 - $349
|
753
$257K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-4- 0.39% |
$1.29K - $1.4K
|
1.02K
$347K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-6- 0.22% |
$1.94K - $2.09K
|
2.66K
$911K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7- 0.97% |
$2.26K - $2.44K
|
716
$245K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-11- 1.34% |
$3.55K - $3.84K
|
810
$277K
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-16- 0.77% |
$5.17K - $5.59K
|
2.07K
$706K
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-27- 0.48% |
$8.72K - $9.43K
|
5.58K
$1.91M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-28- 4.37% |
$9.05K - $9.77K
|
613
$210K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-47- 1.43% |
$15.2K - $16.4K
|
3.25K
$1.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-80- 2.45% |
$25.8K - $27.9K
|
3.19K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-96- 10.69% |
$31K - $33.5K
|
802
$274K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-100- 16.39% |
$32.3K - $34.9K
|
510
$174K
|