Purchases and Sales Made in Q1 2024 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-954- 0.6% |
$256K - $286K
|
157K
$54.1M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-955- 39.14% |
$256K - $287K
|
1.49K
$512K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-961- 3.51% |
$258K - $288K
|
26.4K
$9.11M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-979- 45.41% |
$263K - $294K
|
1.18K
$405K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-1.01K- 9.11% |
$271K - $303K
|
10.1K
$3.47M
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.02K- 6.95% |
$275K - $307K
|
13.7K
$4.72M
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-1.08K- 1.56% |
$291K - $325K
|
68.5K
$23.6M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.13K- 0.59% |
$304K - $340K
|
191K
$65.7M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.13K- 1.15% |
$304K - $340K
|
97.4K
$33.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.16K- 57.26% |
$310K - $347K
|
863
$297K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-1.2K- 26.92% |
$323K - $361K
|
3.27K
$1.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-1.28K- 5.69% |
$344K - $384K
|
21.2K
$7.32M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.3K- 1.81% |
$348K - $389K
|
70.5K
$24.3M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.31K- 22.18% |
$352K - $394K
|
4.6K
$1.59M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.39K- 0.88% |
$372K - $416K
|
156K
$53.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.43K- 47.64% |
$383K - $428K
|
1.57K
$540K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.45K- 1.86% |
$389K - $435K
|
76.5K
$26.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-1.47K- 7.29% |
$395K - $442K
|
18.7K
$6.45M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.5K- 29.73% |
$401K - $449K
|
3.53K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.5K- 2.21% |
$401K - $449K
|
66.3K
$22.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.5K- 13.05% |
$403K - $450K
|
9.99K
$3.44M
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1.5K- 4.11% |
$403K - $450K
|
35K
$12.1M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.62K- 4.67% |
$435K - $486K
|
33.1K
$11.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.62K- 6.04% |
$435K - $486K
|
25.2K
$8.69M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.64K- 42.04% |
$441K - $493K
|
2.26K
$780K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.64K- 64.14% |
$441K - $493K
|
918
$316K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.68K- 28.37% |
$451K - $504K
|
4.24K
$1.46M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.76K- 3.13% |
$473K - $529K
|
54.6K
$18.8M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.79K- 33.89% |
$481K - $538K
|
3.5K
$1.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.87K- 4.74% |
$502K - $561K
|
37.6K
$13M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.95K- 1.55% |
$524K - $586K
|
124K
$42.7M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-2.57K- 4.0% |
$691K - $772K
|
61.8K
$21.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.75K- 18.14% |
$739K - $826K
|
12.4K
$4.28M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-2.76K- 30.49% |
$740K - $828K
|
6.29K
$2.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-2.78K- 99.04% |
$747K - $835K
|
27
$9.3K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.98K- 9.15% |
$798K - $893K
|
29.5K
$10.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-3.02K- 71.75% |
$810K - $905K
|
1.19K
$409K
|
|
|
Apr 03, 2024
Q1 2024
|
Stairway Partners, LLC
|
SELL
|
- |
-3.04K- 3.96% |
$817K - $913K
|
73.8K
$25.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.12K- 13.22% |
$838K - $937K
|
20.5K
$7.05M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.22K- 15.24% |
$863K - $965K
|
17.9K
$6.16M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.24K- 0.73% |
$869K - $971K
|
440K
$152M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.27K- 4.63% |
$878K - $981K
|
67.3K
$23.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.3K- 40.58% |
$886K - $991K
|
4.84K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.68K- 31.63% |
$987K - $1.1M
|
7.95K
$2.74M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.13K- 7.07% |
$1.11M - $1.24M
|
54.2K
$18.7M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.03K- 1.1% |
$1.35M - $1.51M
|
452K
$156M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-5.04K- 11.06% |
$1.35M - $1.51M
|
40.5K
$14M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-5.23K- 6.01% |
$1.4M - $1.57M
|
81.7K
$28.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.81K- 24.27% |
$1.56M - $1.74M
|
18.1K
$6.24M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6.13K- 42.29% |
$1.64M - $1.84M
|
8.36K
$2.88M
|