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 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
875+ 2.17% |
$283K - $305K
|
41.2K
$12.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
864New |
$279K - $302K
|
864
$258K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
860New |
$278K - $300K
|
860
$257K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
822+ 6.52% |
$266K - $287K
|
13.4K
$4.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
803New |
$259K - $280K
|
803
$240K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
797New |
$257K - $278K
|
797
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
781New |
$252K - $273K
|
781
$233K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
769+ 51.75% |
$248K - $268K
|
2.26K
$674K
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
750New |
$242K - $262K
|
750
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
747+ 5.24% |
$241K - $261K
|
15K
$4.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
745New |
$241K - $260K
|
745
$223K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
739+ 19.58% |
$239K - $258K
|
4.51K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
735New |
$237K - $257K
|
735
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
721New |
$233K - $252K
|
721
$216K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
719+ 3.25% |
$232K - $251K
|
22.8K
$6.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
719New |
$232K - $251K
|
719
$215K
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
714New |
$231K - $249K
|
714
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
672New |
$217K - $235K
|
672
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
666New |
$215K - $232K
|
666
$199K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
640New |
$207K - $223K
|
640
$191K
|
|
|
Feb 11, 2025
Q4 2024
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
634New |
$205K - $221K
|
634
$190K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
629New |
$203K - $220K
|
629
$188K
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
629+ 42.41% |
$203K - $220K
|
2.11K
$631K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
620New |
$200K - $216K
|
620
$185K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
619+ 7.4% |
$200K - $216K
|
8.98K
$2.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
611New |
$197K - $213K
|
611
$183K
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
603New |
$195K - $210K
|
603
$180K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
596+ 2.89% |
$193K - $208K
|
21.2K
$6.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
585New |
$189K - $204K
|
585
$175K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
575+ 45.13% |
$186K - $201K
|
1.85K
$553K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
566+ 5.18% |
$183K - $198K
|
11.5K
$3.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
555New |
$179K - $194K
|
555
$166K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
542+ 6.16% |
$175K - $189K
|
9.33K
$2.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
525+ 1.27% |
$170K - $183K
|
41.9K
$12.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
523+ 23.44% |
$169K - $183K
|
2.75K
$823K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
513+ 24.87% |
$166K - $179K
|
2.58K
$770K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
513+ 10.47% |
$166K - $179K
|
5.41K
$1.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
507+ 5.91% |
$164K - $177K
|
9.09K
$2.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
487New |
$157K - $170K
|
487
$146K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
486+ 1.4% |
$157K - $170K
|
35.2K
$10.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
470+ 23.11% |
$152K - $164K
|
2.5K
$749K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
468New |
$151K - $163K
|
468
$140K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
439+ 8.71% |
$142K - $153K
|
5.48K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
431+ 11.85% |
$139K - $150K
|
4.07K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
403+ 3.4% |
$130K - $141K
|
12.2K
$3.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
402+ 7.65% |
$130K - $140K
|
5.66K
$1.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
401New |
$130K - $140K
|
401
$120K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
382+ 13.1% |
$123K - $133K
|
3.3K
$986K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
379+ 3.44% |
$122K - $132K
|
11.4K
$3.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
375New |
$121K - $131K
|
375
$112K
|