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 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-6- 0.22% |
$1.94K - $2.09K
|
2.66K
$940K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-7- 0.97% |
$2.26K - $2.44K
|
716
$253K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-7- 0.04% |
$2.26K - $2.44K
|
15.8K
$5.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9- 0.07% |
$2.91K - $3.14K
|
13.1K
$4.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-10- 0.59% |
$3.23K - $3.49K
|
1.69K
$595K
|
|
|
Jan 23, 2025
Q4 2024
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-10- 0.71% |
$3.23K - $3.49K
|
1.41K
$496K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-11- 1.34% |
$3.55K - $3.84K
|
810
$286K
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-12- 0.13% |
$3.88K - $4.19K
|
9.22K
$3.25M
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-13- 0.1% |
$4.2K - $4.54K
|
13.3K
$4.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-13- 0.24% |
$4.2K - $4.54K
|
5.47K
$1.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
SELL
|
- |
-13- 1.75% |
$4.2K - $4.54K
|
729
$257K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-15- 0.09% |
$4.85K - $5.24K
|
16K
$5.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Mason & Associates, LLC
Newport News, VA |
SELL
|
- |
-16- 0.77% |
$5.17K - $5.59K
|
2.07K
$729K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-18- 0.38% |
$5.82K - $6.28K
|
4.75K
$1.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-18- 0.28% |
$5.82K - $6.28K
|
6.32K
$2.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-19- 0.69% |
$6.14K - $6.63K
|
2.73K
$963K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-19- 0.59% |
$6.14K - $6.63K
|
3.21K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-19- 1.7% |
$6.14K - $6.63K
|
1.1K
$389K
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-20- 0.38% |
$6.46K - $6.98K
|
5.28K
$1.86M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-20- 0.61% |
$6.46K - $6.98K
|
3.28K
$1.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-20- 1.87% |
$6.46K - $6.98K
|
1.05K
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-21- 0.42% |
$6.78K - $7.33K
|
5K
$1.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-22- 0.13% |
$7.11K - $7.68K
|
16.9K
$5.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-22- 3.27% |
$7.11K - $7.68K
|
650
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-24- 72.73% |
$7.75K - $8.38K
|
9
$3.18K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-25- 0.28% |
$8.08K - $8.73K
|
8.75K
$3.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-25- 0.11% |
$8.08K - $8.73K
|
22.3K
$7.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-27- 0.48% |
$8.72K - $9.43K
|
5.58K
$1.97M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-28- 0.65% |
$9.05K - $9.77K
|
4.3K
$1.52M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-28- 4.37% |
$9.05K - $9.77K
|
613
$216K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-29- 2.29% |
$9.37K - $10.1K
|
1.24K
$437K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-30- 3.15% |
$9.69K - $10.5K
|
922
$325K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-31- 1.47% |
$10K - $10.8K
|
2.07K
$732K
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-32- 4.24% |
$10.3K - $11.2K
|
722
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-33- 0.98% |
$10.7K - $11.5K
|
3.35K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-34- 4.11% |
$11K - $11.9K
|
794
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-35- 2.35% |
$11.3K - $12.2K
|
1.45K
$512K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-36- 0.79% |
$11.6K - $12.6K
|
4.51K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-36- 0.29% |
$11.6K - $12.6K
|
12.5K
$4.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-38- 0.56% |
$12.3K - $13.3K
|
6.76K
$2.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-39- 9.8% |
$12.6K - $13.6K
|
359
$127K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-40- 1.72% |
$12.9K - $14K
|
2.28K
$805K
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-43- 0.08% |
$13.9K - $15K
|
51.4K
$18.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-45- 5.5% |
$14.5K - $15.7K
|
773
$273K
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-45- 0.58% |
$14.5K - $15.7K
|
7.67K
$2.71M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-45- 5.86% |
$14.5K - $15.7K
|
723
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-45- 0.75% |
$14.5K - $15.7K
|
5.98K
$2.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-45- 4.27% |
$14.5K - $15.7K
|
1.01K
$356K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-46- 0.05% |
$14.9K - $16.1K
|
98.3K
$34.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-47- 1.43% |
$15.2K - $16.4K
|
3.25K
$1.15M
|