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 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1.36K- 27.03% |
$440K - $475K
|
3.68K
$1.29M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-1.39K- 12.19% |
$450K - $487K
|
10K
$3.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.55K- 35.52% |
$500K - $540K
|
2.81K
$983K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.62K- 4.45% |
$525K - $567K
|
34.9K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.66K- 1.7% |
$537K - $580K
|
95.8K
$33.5M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.72K- 30.48% |
$555K - $599K
|
3.92K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.76K- 2.14% |
$568K - $614K
|
80.4K
$28.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1.87K- 2.58% |
$605K - $653K
|
70.6K
$24.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.88K- 25.0% |
$607K - $656K
|
5.63K
$1.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-1.9K- 49.22% |
$614K - $664K
|
1.96K
$686K
|
|
|
Feb 11, 2025
Q4 2024
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-2K- 10.6% |
$646K - $698K
|
16.9K
$5.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.36K- 8.14% |
$763K - $824K
|
26.6K
$9.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.55K- 57.23% |
$822K - $888K
|
1.9K
$665K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.64K- 12.78% |
$853K - $922K
|
18K
$6.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.79K- 99.93% |
$900K - $973K
|
2
$700
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.91K- 20.18% |
$939K - $1.01M
|
11.5K
$4.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.02K- 27.38% |
$976K - $1.05M
|
8.01K
$2.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
SELL
|
- |
-3.13K- 4.56% |
$1.01M - $1.09M
|
65.5K
$22.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.21K- 1.99% |
$1.04M - $1.12M
|
158K
$55.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-3.47K- 8.53% |
$1.12M - $1.21M
|
37.2K
$13M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.5K- 19.25% |
$1.13M - $1.22M
|
14.7K
$5.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
SELL
|
- |
-3.88K- 17.04% |
$1.25M - $1.35M
|
18.9K
$6.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.32K- 31.39% |
$1.4M - $1.51M
|
9.44K
$3.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-4.45K- 12.71% |
$1.44M - $1.55M
|
30.6K
$10.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-4.92K- 50.31% |
$1.59M - $1.72M
|
4.86K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.6K- 47.81% |
$1.81M - $1.96M
|
6.12K
$2.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-6.12K- 20.16% |
$1.98M - $2.13M
|
24.2K
$8.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-6.38K- 67.62% |
$2.06M - $2.23M
|
3.06K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.17K- 10.73% |
$2.32M - $2.5M
|
59.6K
$20.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.17K- 2.93% |
$2.32M - $2.5M
|
237K
$83M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-7.23K- 4.18% |
$2.34M - $2.52M
|
166K
$58M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-7.36K- 1.32% |
$2.38M - $2.57M
|
552K
$193M
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-8.81K- 57.23% |
$2.84M - $3.07M
|
6.58K
$2.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.51K- 4.55% |
$3.07M - $3.32M
|
200K
$69.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.62K- 85.94% |
$3.11M - $3.36M
|
1.57K
$551K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-10.3K- 40.86% |
$3.33M - $3.59M
|
14.9K
$5.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-10.9K- 36.62% |
$3.52M - $3.8M
|
18.8K
$6.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-11.2K- 2.86% |
$3.6M - $3.89M
|
379K
$133M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12.4K- 4.79% |
$4M - $4.32M
|
246K
$86.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-14.5K- 10.84% |
$4.7M - $5.08M
|
120K
$41.8M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-18.1K- 39.67% |
$5.85M - $6.32M
|
27.6K
$9.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-18.7K- 5.75% |
$6.05M - $6.54M
|
307K
$107M
|
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-28K- 23.38% |
$9.04M - $9.76M
|
91.7K
$32.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-29.4K- 83.41% |
$9.51M - $10.3M
|
5.86K
$2.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
SELL
|
- |
-34.2K- 37.84% |
$11.1M - $11.9M
|
56.2K
$19.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-42.6K- 28.84% |
$13.8M - $14.9M
|
105K
$36.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-52K- 46.75% |
$16.8M - $18.2M
|
59.2K
$20.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-93.4K- 50.0% |
$30.2M - $32.6M
|
93.4K
$32.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-203K- 10.42% |
$65.6M - $70.9M
|
1.75M
$611M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-238K- 99.69% |
$76.9M - $83.1M
|
736
$257K
|