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 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
20+ 0.24% |
$6.46K - $6.98K
|
8.47K
$2.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
18+ 10.23% |
$5.82K - $6.28K
|
194
$66.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
17+ 0.3% |
$5.49K - $5.93K
|
5.65K
$1.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
17+ 0.87% |
$5.49K - $5.93K
|
1.97K
$677K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
16+ 0.58% |
$5.17K - $5.59K
|
2.79K
$958K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
14+ 0.15% |
$4.52K - $4.89K
|
9.6K
$3.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
13+ 0.08% |
$4.2K - $4.54K
|
16.6K
$5.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12+ 0.03% |
$3.88K - $4.19K
|
47.9K
$16.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
10+ 0.31% |
$3.23K - $3.49K
|
3.19K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
10New |
$3.23K - $3.49K
|
10
$3.44K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8+ 2.72% |
$2.58K - $2.79K
|
302
$104K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
8+ 0.25% |
$2.58K - $2.79K
|
3.19K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8+ 0.29% |
$2.58K - $2.79K
|
2.76K
$948K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8New |
$2.58K - $2.79K
|
8
$2.75K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7+ 0.27% |
$2.26K - $2.44K
|
2.62K
$900K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.34% |
$2.26K - $2.44K
|
2.04K
$702K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
7+ 1.74% |
$2.26K - $2.44K
|
409
$141K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
6+ 0.06% |
$1.94K - $2.09K
|
9.81K
$3.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5+ 0.31% |
$1.62K - $1.75K
|
1.63K
$562K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
5+ 0.28% |
$1.62K - $1.75K
|
1.8K
$618K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
5+ 0.03% |
$1.62K - $1.75K
|
15.8K
$5.42M
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
5+ 0.3% |
$1.62K - $1.75K
|
1.68K
$579K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
4+ 0.31% |
$1.29K - $1.4K
|
1.28K
$438K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
3+ 0.34% |
$969 - $1.05K
|
874
$301K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
3+ 0.31% |
$969 - $1.05K
|
965
$332K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
3+ 0.03% |
$969 - $1.05K
|
10.9K
$3.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
3+ 0.05% |
$969 - $1.05K
|
6.43K
$2.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
2+ 0.31% |
$646 - $698
|
657
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.31% |
$646 - $698
|
645
$222K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$646 - $698
|
2.83K
$975K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2+ 0.24% |
$646 - $698
|
822
$283K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2+ 0.1% |
$646 - $698
|
1.95K
$670K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
2+ 0.15% |
$646 - $698
|
1.36K
$466K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2+ 0.26% |
$646 - $698
|
774
$266K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1+ 0.13% |
$323 - $349
|
753
$259K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1+ 0.74% |
$323 - $349
|
137
$47.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.42% |
$323 - $349
|
240
$82.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.03% |
$323 - $349
|
3.17K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.61% |
$323 - $349
|
166
$57.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.1% |
$323 - $349
|
1.05K
$362K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.38% |
$323 - $349
|
264
$90.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1- 0.05% |
$323 - $349
|
2.16K
$743K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2- 0.03% |
$646 - $698
|
7.51K
$2.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-2- 1.98% |
$646 - $698
|
99
$34K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3- 0.28% |
$969 - $1.05K
|
1.08K
$371K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3- 0.39% |
$969 - $1.05K
|
773
$266K
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-4- 0.57% |
$1.29K - $1.4K
|
696
$239K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-4- 0.39% |
$1.29K - $1.4K
|
1.02K
$349K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-5- 0.43% |
$1.62K - $1.75K
|
1.16K
$400K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-6- 0.22% |
$1.94K - $2.09K
|
2.66K
$916K
|