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 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-110- 4.64% |
$35.5K - $38.4K
|
2.26K
$777K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-112- 3.03% |
$36.2K - $39.1K
|
3.59K
$1.23M
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-115- 1.74% |
$37.2K - $40.1K
|
6.5K
$2.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-122- 16.74% |
$39.4K - $42.6K
|
607
$209K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-123- 15.67% |
$39.7K - $42.9K
|
662
$228K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-126- 0.98% |
$40.7K - $44K
|
12.8K
$4.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-130- 0.24% |
$42K - $45.4K
|
53.9K
$18.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-140- 1.15% |
$45.2K - $48.9K
|
12K
$4.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-144- 0.16% |
$46.5K - $50.3K
|
91.5K
$31.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-148- 0.7% |
$47.8K - $51.7K
|
20.9K
$7.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-150- 6.28% |
$48.5K - $52.4K
|
2.24K
$770K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-150- 7.65% |
$48.5K - $52.4K
|
1.81K
$623K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-152- 5.84% |
$49.1K - $53.1K
|
2.45K
$843K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-157- 5.13% |
$50.7K - $54.8K
|
2.91K
$999K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-160- 32.65% |
$51.7K - $55.9K
|
330
$113K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-164- 1.84% |
$53K - $57.2K
|
8.77K
$3.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-171- 12.16% |
$55.2K - $59.7K
|
1.24K
$425K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-174- 2.64% |
$56.2K - $60.7K
|
6.42K
$2.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-187- 0.89% |
$60.4K - $65.3K
|
20.9K
$7.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-204- 0.3% |
$65.9K - $71.2K
|
67.3K
$23.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-204- 5.07% |
$65.9K - $71.2K
|
3.82K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-210- 95.45% |
$67.8K - $73.3K
|
10
$3.44K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-217- 1.29% |
$70.1K - $75.8K
|
16.7K
$5.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-220- 0.21% |
$71.1K - $76.8K
|
106K
$36.3M
|
|
|
Jan 30, 2025
Q4 2024
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-224- 6.32% |
$72.4K - $78.2K
|
3.32K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-237- 0.44% |
$76.6K - $82.7K
|
54K
$18.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-249- 2.54% |
$80.4K - $86.9K
|
9.56K
$3.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-260- 4.05% |
$84K - $90.8K
|
6.16K
$2.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-262- 0.35% |
$84.6K - $91.5K
|
73.6K
$25.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-262- 2.16% |
$84.6K - $91.5K
|
11.9K
$4.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-268- 8.57% |
$86.6K - $93.6K
|
2.86K
$983K
|
|
|
Feb 04, 2025
Q4 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-290- 10.51% |
$93.7K - $101K
|
2.47K
$849K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-290- 7.98% |
$93.7K - $101K
|
3.34K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-304- 19.38% |
$98.2K - $106K
|
1.27K
$435K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-320- 1.56% |
$103K - $112K
|
20.2K
$6.94M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-320- 12.73% |
$103K - $112K
|
2.19K
$754K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-323- 0.38% |
$104K - $113K
|
85.4K
$29.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-343- 20.09% |
$111K - $120K
|
1.36K
$469K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-350- 3.29% |
$113K - $122K
|
10.3K
$3.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-355- 6.01% |
$115K - $124K
|
5.55K
$1.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-355- 26.03% |
$115K - $124K
|
1.01K
$347K
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
SELL
|
- |
-357- 1.56% |
$115K - $125K
|
22.6K
$7.76M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-423- 9.14% |
$137K - $148K
|
4.21K
$1.45M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-434- 14.7% |
$140K - $152K
|
2.52K
$866K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-485- 40.38% |
$157K - $169K
|
716
$246K
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-494- 0.92% |
$160K - $172K
|
53.2K
$18.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-509- 11.87% |
$164K - $178K
|
3.78K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-541- 15.09% |
$175K - $189K
|
3.05K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-564- 0.79% |
$182K - $197K
|
70.7K
$24.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-643- 4.94% |
$208K - $224K
|
12.4K
$4.26M
|