Purchases and Sales Made in Q1 2023 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
3.68M+ 2236.19% |
$805M - $891M
|
3.84M
$1.33B
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
753KNew |
$165M - $182M
|
753K
$261M
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
327K+ 327.11% |
$71.5M - $79.2M
|
427K
$148M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
204K+ 21.96% |
$44.6M - $49.3M
|
1.13M
$391M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
59K+ 706.14% |
$12.9M - $14.3M
|
67.3K
$23.3M
|
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
39.4KNew |
$8.62M - $9.54M
|
39.4K
$13.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Parkside Investments, LLC
|
BUY
|
- |
32.4K+ 1008.09% |
$7.09M - $7.85M
|
35.6K
$12.3M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32.4K+ 4.97% |
$7.08M - $7.84M
|
683K
$236M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
32.4K+ 4.97% |
$7.08M - $7.84M
|
683K
$236M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
30.6K+ 26.52% |
$6.7M - $7.42M
|
146K
$50.5M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
30.1K+ 295.66% |
$6.59M - $7.3M
|
40.3K
$13.9M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
28.5K+ 13.6% |
$6.24M - $6.91M
|
238K
$82.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
26.5K+ 409.74% |
$5.8M - $6.42M
|
33K
$11.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
24.9KNew |
$5.45M - $6.04M
|
24.9K
$8.62M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
22KNew |
$4.81M - $5.32M
|
22K
$7.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
21.9K+ 107.22% |
$4.79M - $5.3M
|
42.3K
$14.6M
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
21.5K+ 80.26% |
$4.7M - $5.2M
|
48.2K
$16.7M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
21.3K+ 27.24% |
$4.67M - $5.16M
|
99.6K
$34.5M
|
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
21.2K+ 9.58% |
$4.64M - $5.14M
|
243K
$83.9M
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
20.6K+ 65.76% |
$4.51M - $4.99M
|
52K
$18M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
18.3K+ 98.4% |
$4.01M - $4.43M
|
36.9K
$12.8M
|
|
|
May 12, 2023
Q1 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
18.2K+ 4.46% |
$3.99M - $4.42M
|
427K
$148M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12.3K+ 18.87% |
$2.7M - $2.99M
|
77.8K
$26.9M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
11.5KNew |
$2.52M - $2.79M
|
11.5K
$3.98M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
11.2K+ 93583.33% |
$2.46M - $2.72M
|
11.2K
$3.89M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
11.2K+ 1369.33% |
$2.44M - $2.7M
|
12K
$4.14M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
11.1K+ 7.48% |
$2.44M - $2.7M
|
160K
$55.3M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
10.7KNew |
$2.34M - $2.59M
|
10.7K
$3.69M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
7.58K+ 18.93% |
$1.66M - $1.84M
|
47.6K
$16.5M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
7.33KNew |
$1.6M - $1.77M
|
7.33K
$2.53M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
7.2K+ 249.31% |
$1.58M - $1.74M
|
10.1K
$3.49M
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
6.93K+ 3.18% |
$1.52M - $1.68M
|
225K
$77.9M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
6.52K+ 62.1% |
$1.43M - $1.58M
|
17K
$5.89M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.13KNew |
$1.34M - $1.48M
|
6.13K
$2.12M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.11KNew |
$1.34M - $1.48M
|
6.11K
$2.11M
|
|
|
Apr 12, 2023
Q1 2023
|
Epiq Partners, LLC
|
BUY
|
- |
6.1K+ 30.76% |
$1.34M - $1.48M
|
25.9K
$8.98M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.88K+ 33.67% |
$1.29M - $1.42M
|
23.3K
$8.07M
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.4KNew |
$1.18M - $1.31M
|
5.4K
$1.87M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.33K+ 4.34% |
$1.17M - $1.29M
|
128K
$44.3M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
5.33K+ 131.86% |
$1.17M - $1.29M
|
9.37K
$3.24M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.75KNew |
$1.04M - $1.15M
|
4.75K
$1.64M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.58K+ 93.22% |
$1M - $1.11M
|
9.48K
$3.28M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.53KNew |
$992K - $1.1M
|
4.53K
$1.57M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.05K+ 1.48% |
$886K - $981K
|
278K
$96.3M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.86K+ 1.99% |
$844K - $935K
|
198K
$68.6M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
3.86K+ 27.79% |
$844K - $934K
|
17.7K
$6.14M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.84K+ 4.01% |
$841K - $930K
|
99.6K
$34.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
3.42K+ 60.95% |
$748K - $828K
|
9.03K
$3.12M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.98KNew |
$651K - $720K
|
2.98K
$1.03M
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.9K+ 3.8% |
$635K - $702K
|
79.3K
$27.4M
|