Purchases and Sales Made in Q2 2024 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
254+ 14.1% |
$71.9K - $78.7K
|
2.06K
$708K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
248+ 40.99% |
$70.2K - $76.9K
|
853
$294K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
234+ 1671.43% |
$66.3K - $72.5K
|
248
$85.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
233+ 0.33% |
$66K - $72.2K
|
70.7K
$24.4M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
224+ 2.51% |
$63.4K - $69.4K
|
9.16K
$3.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
204+ 0.43% |
$57.8K - $63.2K
|
47.2K
$16.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
186+ 0.2% |
$52.7K - $57.6K
|
91.4K
$31.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
152New |
$43K - $47.1K
|
152
$52.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
143New |
$40.5K - $44.3K
|
143
$49.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
138+ 4.59% |
$39.1K - $42.8K
|
3.15K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
136+ 2.66% |
$38.5K - $42.1K
|
5.25K
$1.81M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
136New |
$38.5K - $42.1K
|
136
$46.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
136+ 42.37% |
$38.5K - $42.1K
|
457
$157K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
136+ 0.67% |
$38.5K - $42.1K
|
20.4K
$7.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
132+ 6.84% |
$37.4K - $40.9K
|
2.06K
$711K
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
128+ 1.48% |
$36.2K - $39.7K
|
8.79K
$3.03M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
120New |
$34K - $37.2K
|
120
$41.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
120+ 3.54% |
$34K - $37.2K
|
3.51K
$1.21M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
118+ 0.19% |
$33.4K - $36.6K
|
62K
$21.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
113New |
$32K - $35K
|
113
$38.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
BUY
|
- |
112+ 0.22% |
$31.7K - $34.7K
|
51.6K
$17.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
111+ 4.03% |
$31.4K - $34.4K
|
2.86K
$987K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
106+ 1.3% |
$30K - $32.8K
|
8.26K
$2.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
105+ 0.19% |
$29.7K - $32.5K
|
56.1K
$19.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
101+ 0.54% |
$28.6K - $31.3K
|
18.9K
$6.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
97+ 13.96% |
$27.5K - $30.1K
|
792
$273K
|
|
|
Aug 13, 2024
Q2 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
92+ 12.69% |
$26.1K - $28.5K
|
817
$282K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
91+ 9.91% |
$25.8K - $28.2K
|
1.01K
$348K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
91+ 2.81% |
$25.8K - $28.2K
|
3.33K
$1.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
84+ 0.25% |
$23.8K - $26K
|
33.2K
$11.4M
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
84+ 7.85% |
$23.8K - $26K
|
1.15K
$398K
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
81+ 142.11% |
$22.9K - $25.1K
|
138
$47.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
79+ 1.72% |
$22.4K - $24.5K
|
4.68K
$1.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
71+ 6.56% |
$20.1K - $22K
|
1.15K
$398K
|
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
66+ 0.46% |
$18.7K - $20.5K
|
14.4K
$4.96M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
61+ 0.57% |
$17.3K - $18.9K
|
10.7K
$3.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
60+ 4.52% |
$17K - $18.6K
|
1.39K
$478K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
59+ 0.35% |
$16.7K - $18.3K
|
17K
$5.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
52+ 1.7% |
$14.7K - $16.1K
|
3.11K
$1.07M
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
51+ 0.24% |
$14.4K - $15.8K
|
21.3K
$7.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
51+ 4.19% |
$14.4K - $15.8K
|
1.27K
$437K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
45+ 2.04% |
$12.7K - $13.9K
|
2.25K
$777K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
43+ 1.31% |
$12.2K - $13.3K
|
3.32K
$1.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
41+ 0.63% |
$11.6K - $12.7K
|
6.54K
$2.25M
|
|
|
Jul 15, 2024
Q2 2024
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
41+ 0.78% |
$11.6K - $12.7K
|
5.28K
$1.82M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
38+ 4.85% |
$10.8K - $11.8K
|
821
$283K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
37+ 0.75% |
$10.5K - $11.5K
|
4.98K
$1.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
BUY
|
- |
35+ 0.45% |
$9.91K - $10.8K
|
7.9K
$2.72M
|
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
BUY
|
- |
34+ 3.2% |
$9.63K - $10.5K
|
1.1K
$377K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
33+ 4.36% |
$9.34K - $10.2K
|
790
$272K
|