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
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.61M+ 6270.12% |
$1.49B - $1.61B
|
4.68M
$1.61B
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
238K+ 33356.16% |
$76.9M - $83.1M
|
239K
$82.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
152K+ 33.71% |
$49.2M - $53.2M
|
604K
$208M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
122KNew |
$39.3M - $42.5M
|
122K
$41.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Strategic Investment Management, LLC
|
BUY
|
- |
117K+ 706.66% |
$37.7M - $40.8M
|
133K
$45.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
81.6KNew |
$26.4M - $28.5M
|
81.6K
$28.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
75.7K+ 32.28% |
$24.5M - $26.4M
|
310K
$107M
|
|
|
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
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
42.3KNew |
$13.7M - $14.8M
|
42.3K
$14.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
41.4K+ 233.4% |
$13.4M - $14.5M
|
59.2K
$20.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
41.2K+ 26.33% |
$13.3M - $14.4M
|
198K
$68.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
28.5K+ 400.97% |
$9.21M - $9.95M
|
35.6K
$12.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.4K+ 5.62% |
$8.52M - $9.21M
|
496K
$171M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.2K+ 3.83% |
$7.49M - $8.1M
|
629K
$217M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
22.8KNew |
$7.37M - $7.96M
|
22.8K
$7.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
22.8KNew |
$7.37M - $7.96M
|
22.8K
$7.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
21.1K+ 2515.73% |
$6.82M - $7.37M
|
21.9K
$7.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
20KNew |
$6.46M - $6.98M
|
20K
$6.89M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.4K+ 128.59% |
$5.96M - $6.43M
|
32.8K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
17.8K+ 1260.4% |
$5.76M - $6.22M
|
19.2K
$6.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
17.7K+ 48.65% |
$5.73M - $6.19M
|
54.2K
$18.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
17.4KNew |
$5.62M - $6.07M
|
17.4K
$5.99M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
16.5K+ 39.36% |
$5.33M - $5.76M
|
58.4K
$20.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
16.3K+ 2706.3% |
$5.27M - $5.7M
|
16.9K
$5.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
15.8K+ 119.72% |
$5.09M - $5.5M
|
28.9K
$9.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
12.8K+ 209.27% |
$4.15M - $4.48M
|
19K
$6.54M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.3K+ 484.7% |
$3.63M - $3.93M
|
13.6K
$4.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.5K+ 3.4% |
$3.4M - $3.67M
|
320K
$110M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
10.4KNew |
$3.37M - $3.64M
|
10.4K
$3.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Single Point Partners, LLC
|
BUY
|
- |
10.2KNew |
$3.28M - $3.55M
|
10.2K
$3.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
9.44KNew |
$3.05M - $3.3M
|
9.44K
$3.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.02K+ 19.13% |
$2.91M - $3.15M
|
56.2K
$19.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
8.48K+ 6.34% |
$2.74M - $2.96M
|
142K
$49M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8.39KNew |
$2.71M - $2.93M
|
8.39K
$2.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.76KNew |
$2.51M - $2.71M
|
7.76K
$2.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.69K+ 14.72% |
$2.48M - $2.68M
|
60K
$20.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.98K+ 34.99% |
$2.25M - $2.44M
|
26.9K
$9.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
6.93KNew |
$2.24M - $2.42M
|
6.93K
$2.39M
|
|
|
Feb 10, 2025
Q4 2024
|
12th Street Asset Management Company, LLC
Nashville, TN |
BUY
|
- |
6.84KNew |
$2.21M - $2.39M
|
6.84K
$2.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
6.39K+ 3.96% |
$2.06M - $2.23M
|
168K
$57.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
6.28K+ 4.62% |
$2.03M - $2.19M
|
142K
$48.9M
|
|
|
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 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.19KNew |
$2M - $2.16M
|
6.19K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.6K+ 98.25% |
$1.81M - $1.95M
|
11.3K
$3.89M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.15K+ 184.28% |
$1.66M - $1.8M
|
7.94K
$2.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.79K+ 2384.58% |
$1.55M - $1.67M
|
4.99K
$1.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.7K+ 4.35% |
$1.52M - $1.64M
|
113K
$38.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.67K+ 1609.31% |
$1.51M - $1.63M
|
4.96K
$1.71M
|