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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6.72M+ 3821.06% |
$2.17B - $2.34B
|
6.89M
$2.37B
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
238K+ 33356.16% |
$76.9M - $83.1M
|
239K
$82.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Strategic Investment Management, LLC
|
BUY
|
- |
117K+ 706.66% |
$37.7M - $40.8M
|
133K
$45.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
70.9KNew |
$22.9M - $24.7M
|
70.9K
$24.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
60.8KNew |
$19.6M - $21.2M
|
60.8K
$20.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
41.4K+ 233.4% |
$13.4M - $14.5M
|
59.2K
$20.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
22.8KNew |
$7.37M - $7.96M
|
22.8K
$7.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
22.8KNew |
$7.37M - $7.96M
|
22.8K
$7.84M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.4K+ 128.59% |
$5.96M - $6.43M
|
32.8K
$11.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
17.7K+ 48.65% |
$5.73M - $6.19M
|
54.2K
$18.6M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16.5K+ 39.36% |
$5.33M - $5.76M
|
58.4K
$20.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
12.8K+ 209.27% |
$4.15M - $4.48M
|
19K
$6.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
10.2KNew |
$3.28M - $3.55M
|
10.2K
$3.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
8.48K+ 6.34% |
$2.74M - $2.96M
|
142K
$48.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8.39KNew |
$2.71M - $2.93M
|
8.39K
$2.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
6.39K+ 3.96% |
$2.06M - $2.23M
|
168K
$57.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.27K+ 238.95% |
$2.03M - $2.19M
|
8.89K
$3.06M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.15K+ 184.28% |
$1.66M - $1.8M
|
7.94K
$2.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
3.99KNew |
$1.29M - $1.39M
|
3.99K
$1.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
3.92KNew |
$1.27M - $1.37M
|
3.92K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
3.83K+ 2.41% |
$1.24M - $1.34M
|
163K
$56.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
3.58KNew |
$1.16M - $1.25M
|
3.58K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.18K+ 88.52% |
$1.03M - $1.11M
|
6.78K
$2.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.17K+ 5.28% |
$1.02M - $1.11M
|
63.1K
$21.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
BUY
|
- |
2.96K+ 9.04% |
$955K - $1.03M
|
35.7K
$12.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.81K+ 3.36% |
$909K - $982K
|
86.5K
$29.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
2.42KNew |
$783K - $846K
|
2.42K
$834K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.17K+ 8.34% |
$702K - $759K
|
28.2K
$9.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.01KNew |
$651K - $703K
|
2.01K
$693K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.89KNew |
$611K - $660K
|
1.89K
$650K
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
1.87KNew |
$605K - $653K
|
1.87K
$644K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.84KNew |
$595K - $643K
|
1.84K
$633K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.79K+ 22362.5% |
$578K - $625K
|
1.8K
$618K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.62K+ 0.55% |
$524K - $567K
|
294K
$101M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.48K+ 1.17% |
$478K - $517K
|
128K
$44M
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
1.42K+ 3.81% |
$459K - $496K
|
38.7K
$13.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.21KNew |
$390K - $422K
|
1.21K
$415K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.19K+ 1.94% |
$383K - $414K
|
62.2K
$21.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
1.1KNew |
$354K - $383K
|
1.1K
$377K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.06K+ 22.68% |
$342K - $369K
|
5.72K
$1.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.02KNew |
$331K - $357K
|
1.02K
$352K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1KNew |
$323K - $349K
|
1K
$344K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
958+ 20.49% |
$310K - $334K
|
5.63K
$1.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
948+ 9.13% |
$306K - $331K
|
11.3K
$3.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
915+ 0.87% |
$296K - $319K
|
106K
$36.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
878+ 63.99% |
$284K - $306K
|
2.25K
$774K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
875+ 2.17% |
$283K - $305K
|
41.2K
$14.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
864New |
$279K - $302K
|
864
$297K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
860New |
$278K - $300K
|
860
$296K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
781New |
$252K - $273K
|
781
$269K
|