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 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
769+ 51.75% |
$248K - $268K
|
2.26K
$775K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
745New |
$241K - $260K
|
745
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
739+ 19.58% |
$239K - $258K
|
4.51K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
719+ 3.25% |
$232K - $251K
|
22.8K
$7.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
719New |
$232K - $251K
|
719
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
640New |
$207K - $223K
|
640
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
620New |
$200K - $216K
|
620
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
611New |
$197K - $213K
|
611
$210K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
566+ 5.18% |
$183K - $198K
|
11.5K
$3.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
555New |
$179K - $194K
|
555
$191K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
542+ 6.16% |
$175K - $189K
|
9.33K
$3.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
525+ 1.27% |
$170K - $183K
|
41.9K
$14.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
513+ 24.87% |
$166K - $179K
|
2.58K
$886K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
486+ 1.4% |
$157K - $170K
|
35.2K
$12.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
470+ 23.11% |
$152K - $164K
|
2.5K
$861K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
468New |
$151K - $163K
|
468
$161K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
382+ 13.1% |
$123K - $133K
|
3.3K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
375New |
$121K - $131K
|
375
$129K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
342+ 0.89% |
$110K - $119K
|
38.8K
$13.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
285+ 2.07% |
$92.1K - $99.5K
|
14K
$4.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
BUY
|
- |
283+ 31.48% |
$91.4K - $98.8K
|
1.18K
$406K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
249+ 0.68% |
$80.4K - $86.9K
|
37K
$12.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
244+ 8.63% |
$78.8K - $85.2K
|
3.07K
$1.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
226+ 30.5% |
$73K - $78.9K
|
967
$333K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
224+ 1.41% |
$72.4K - $78.2K
|
16.1K
$5.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
220+ 3.82% |
$71.1K - $76.8K
|
5.98K
$2.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
218+ 15.15% |
$70.4K - $76.1K
|
1.66K
$570K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
202+ 24.66% |
$65.3K - $70.5K
|
1.02K
$351K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
193+ 18.83% |
$62.4K - $67.4K
|
1.22K
$419K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
161+ 9.32% |
$52K - $56.2K
|
1.89K
$650K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
147+ 0.3% |
$47.5K - $51.3K
|
48.8K
$16.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
140+ 0.88% |
$45.2K - $48.9K
|
16.1K
$5.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
139+ 2.69% |
$44.9K - $48.5K
|
5.31K
$1.83M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
118+ 3.17% |
$38.1K - $41.2K
|
3.85K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
110+ 0.57% |
$35.5K - $38.4K
|
19.4K
$6.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
104+ 7.12% |
$33.6K - $36.3K
|
1.56K
$538K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
100+ 1.01% |
$32.3K - $34.9K
|
9.99K
$3.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
100+ 10.78% |
$32.3K - $34.9K
|
1.03K
$354K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
76+ 237.5% |
$24.6K - $26.5K
|
108
$37.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
75New |
$24.2K - $26.2K
|
75
$25.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
71+ 126.79% |
$22.9K - $24.8K
|
127
$43.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
63+ 0.32% |
$20.4K - $22K
|
19.9K
$6.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
59+ 0.04% |
$19.1K - $20.6K
|
168K
$57.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
50New |
$16.2K - $17.5K
|
50
$17.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
46+ 1.27% |
$14.9K - $16.1K
|
3.66K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
44+ 0.66% |
$14.2K - $15.4K
|
6.73K
$2.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
42+ 0.1% |
$13.6K - $14.7K
|
43.4K
$14.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
41+ 3.07% |
$13.2K - $14.3K
|
1.38K
$473K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
38+ 3.37% |
$12.3K - $13.3K
|
1.17K
$401K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
35+ 3.18% |
$11.3K - $12.2K
|
1.14K
$390K
|