Purchases and Sales Made in Q4 2024 in Ishares Russell 3000 ETF (IWV)

IWV Quotes by TradingView

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 31, 2025 Q4 2024
Truist Financial Corp

BUY
 -
342
+ 0.89%
$110K - $119K
38.8K $13.3M
Feb 10, 2025 Q4 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
302
+ 0.32%
$97.6K - $105K
93.5K $32.2M
Feb 10, 2025 Q4 2024
One8zero8, LLC

Greensboro, NC
BUY
 -
290
New
$93.7K - $101K
290 $99.7K
Feb 04, 2025 Q4 2024
Simmons Bank

BUY
 -
285
+ 2.07%
$92.1K - $99.5K
14K $4.83M
Feb 05, 2025 Q4 2024
Anchor Capital Advisors LLC

BUY
 -
283
+ 31.48%
$91.4K - $98.8K
1.18K $406K
Feb 10, 2025 Q4 2024
Security National Bank

BUY
 -
267
New
$86.3K - $93.2K
267 $91.8K
Feb 10, 2025 Q4 2024
Commonwealth Equity Services, LLC

BUY
 -
266
+ 0.24%
$85.9K - $92.9K
111K $38.1M
Feb 06, 2025 Q4 2024
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
252
+ 13.1%
$81.4K - $88K
2.18K $748K
Feb 05, 2025 Q4 2024
Conservest Capital Advisors, Inc.

BUY
 -
249
+ 0.68%
$80.4K - $86.9K
37K $12.7M
Jan 17, 2025 Q4 2024
Red Spruce Capital, LLC

BUY
 -
244
+ 8.63%
$78.8K - $85.2K
3.07K $1.06M
Jan 31, 2025 Q4 2024
Private Advisor Group, LLC

BUY
 -
224
+ 1.41%
$72.4K - $78.2K
16.1K $5.53M
Feb 03, 2025 Q4 2024
Pinnacle Financial Partners Inc

BUY
 -
220
+ 3.82%
$71.1K - $76.8K
5.98K $2.06M
Jan 28, 2025 Q4 2024
Kestra Private Wealth Services, LLC

BUY
 -
218
+ 15.15%
$70.4K - $76.1K
1.66K $570K
Feb 07, 2025 Q4 2024
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
217
+ 0.35%
$70.1K - $75.8K
62.7K $21.6M
Jan 24, 2025 Q4 2024
Tritonpoint Wealth, LLC

Chevy Chase, MD
BUY
 -
202
+ 24.66%
$65.3K - $70.5K
1.02K $351K
Jan 31, 2025 Q4 2024
Davidson Investment Advisors

BUY
 -
193
+ 18.83%
$62.4K - $67.4K
1.22K $419K
Feb 07, 2025 Q4 2024
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
183
+ 4.08%
$59.1K - $63.9K
4.66K $1.6M
Jan 22, 2025 Q4 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
161
+ 9.32%
$52K - $56.2K
1.89K $650K
Jan 29, 2025 Q4 2024
Balentine LLC

Atlanta, GA
BUY
 -
147
+ 0.3%
$47.5K - $51.3K
48.8K $16.8M
Jan 14, 2025 Q4 2024
Mps Loria Financial Planners, LLC

BUY
 -
140
+ 0.88%
$45.2K - $48.9K
16.1K $5.52M
Jan 23, 2025 Q4 2024
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
139
+ 2.69%
$44.9K - $48.5K
5.31K $1.83M
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 $6.68M
Jan 28, 2025 Q4 2024
Moloney Securities Asset Management, LLC

BUY
 -
104
+ 7.12%
$33.6K - $36.3K
1.56K $538K
Jan 30, 2025 Q4 2024
Washington Trust CO

BUY
 -
100
+ 1.01%
$32.3K - $34.9K
9.99K $3.44M
Feb 04, 2025 Q4 2024
Ifp Advisors, Inc

BUY
 -
100
+ 10.78%
$32.3K - $34.9K
1.03K $354K
Jan 30, 2025 Q4 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
76
+ 237.5%
$24.6K - $26.5K
108 $37.1K
Jan 31, 2025 Q4 2024
Bank Of Jackson Hole Trust

Jackson, WY
BUY
 -
75
New
$24.2K - $26.2K
75 $25.8K
Jan 17, 2025 Q4 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
71
+ 126.79%
$22.9K - $24.8K
127 $43.7K
Jan 22, 2025 Q4 2024
Sheridan Capital Management, LLC

San Rafael, CA
BUY
 -
63
+ 0.32%
$20.4K - $22K
19.9K $6.86M
Jan 16, 2025 Q4 2024
Ballentine Partners, LLC

Waltham, MA
BUY
 -
59
+ 0.04%
$19.1K - $20.6K
168K $57.9M
Feb 07, 2025 Q4 2024
Rebalance, LLC

Palo Alto, CA
BUY
 -
54
+ 0.29%
$17.4K - $18.9K
18.8K $6.46M
Jan 29, 2025 Q4 2024
Stonebridge Financial Group, LLC

Wormleysburg, PA
BUY
 -
50
New
$16.2K - $17.5K
50 $17.2K
Jan 16, 2025 Q4 2024
Pure Financial Advisors, LLC

BUY
 -
46
+ 1.27%
$14.9K - $16.1K
3.66K $1.26M
Feb 07, 2025 Q4 2024
Epiq Capital Group, LLC

San Francisco, CA
BUY
 -
45
+ 2.71%
$14.5K - $15.7K
1.7K $586K
Jan 17, 2025 Q4 2024
Dakota Wealth Management

BUY
 -
44
+ 0.66%
$14.2K - $15.4K
6.73K $2.32M
Feb 04, 2025 Q4 2024
Crestwood Advisors Group LLC

BUY
 -
42
+ 0.1%
$13.6K - $14.7K
43.4K $14.9M
Feb 05, 2025 Q4 2024
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
41
+ 3.07%
$13.2K - $14.3K
1.38K $473K
Jan 27, 2025 Q4 2024
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
38
+ 3.37%
$12.3K - $13.3K
1.17K $401K
Jan 15, 2025 Q4 2024
Grant

BUY
 -
35
+ 3.18%
$11.3K - $12.2K
1.14K $390K
Feb 06, 2025 Q4 2024
Steward Partners Investment Advisory, LLC

BUY
 -
32
+ 0.8%
$10.3K - $11.2K
4.03K $1.39M
Jan 14, 2025 Q4 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
30
New
$9.69K - $10.5K
30 $10.3K
Jan 30, 2025 Q4 2024
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
30
+ 115.38%
$9.69K - $10.5K
56 $19.3K
Jan 22, 2025 Q4 2024
Apexium Financial, LP

BUY
 -
28
+ 2.36%
$9.05K - $9.77K
1.21K $417K
Jan 29, 2025 Q4 2024
Augustine Asset Management Inc

BUY
 -
26
+ 0.67%
$8.4K - $9.08K
3.9K $1.34M
Jan 16, 2025 Q4 2024
Sugar Maple Asset Management, LLC

Sister Bay, WI
BUY
 -
25
New
$8.08K - $8.73K
25 $8.6K
Jan 29, 2025 Q4 2024
Camden Capital, LLC

BUY
 -
24
+ 0.23%
$7.75K - $8.38K
10.4K $3.56M
Jan 24, 2025 Q4 2024
Financial Life Planners

Tempe, AZ
BUY
 -
22
New
$7.11K - $7.68K
22 $7.57K
Jan 30, 2025 Q4 2024
Valeo Financial Advisors, LLC

BUY
 -
21
+ 0.15%
$6.78K - $7.33K
14.3K $4.92M

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