Purchases and Sales Made in Q1 2023 in Ishares Russell 3000 ETF (IWV)

IWV Quotes by TradingView

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
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
2.83K
+ 36.11%
$620K - $686K
10.7K $3.69M
May 02, 2023 Q1 2023
Victory Capital Management Inc

BUY
 -
2.79K
+ 9.41%
$611K - $676K
32.5K $11.2M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
2.59K
+ 9.97%
$567K - $627K
28.6K $9.89M
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
2.55K
New
$558K - $618K
2.55K $882K
Apr 25, 2023 Q1 2023
Strategic Equity Management

BUY
 -
2.41K
+ 1.96%
$528K - $585K
126K $43.4M
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
2.4K
+ 3.68%
$525K - $581K
67.5K $23.3M
Nov 27, 2023 Q1 2023
Usa Financial Portformulas Corp

Ada, MI
BUY
 -
2.35K
+ 23460.0%
$513K - $568K
2.36K $815K
May 12, 2023 Q1 2023
Hrt Financial LP

New York, NY
BUY
 -
2.19K
+ 48.78%
$479K - $530K
6.68K $2.31M
Jun 06, 2023 Q1 2023
Berkshire Asset Management LLC

Wilkes Barre, PA
BUY
 -
2K
+ 186.39%
$438K - $484K
3.07K $1.06M
Apr 17, 2023 Q1 2023
Wealth Cmt

BUY
 -
1.94K
+ 2.14%
$423K - $469K
92.3K $31.9M
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
1.67K
+ 8.65%
$365K - $404K
20.9K $7.24M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.63K
+ 0.88%
$356K - $394K
186K $64.4M
Apr 06, 2023 Q1 2023
Foster Group, Inc.

BUY
 -
1.4K
+ 24.24%
$307K - $340K
7.19K $2.49M
May 08, 2023 Q1 2023
Campbell Wealth Management

BUY
 -
1.36K
+ 1.78%
$297K - $329K
77.6K $26.9M
May 12, 2023 Q1 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
1.27K
+ 1.06%
$278K - $307K
122K $42M
May 09, 2023 Q1 2023
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
1.22K
New
$267K - $295K
1.22K $422K
Apr 18, 2023 Q1 2023
Connecticut Wealth Management, LLC

BUY
 -
1.22K
New
$267K - $295K
1.22K $421K
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.21K
+ 68.02%
$264K - $293K
2.98K $1.03M
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
1.19K
+ 6.77%
$260K - $288K
18.8K $6.49M
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
1.16K
New
$254K - $281K
1.16K $402K
Apr 26, 2023 Q1 2023
Caprock Group, Inc.

BUY
 -
1.11K
+ 1.09%
$242K - $268K
103K $35.5M
May 15, 2023 Q1 2023
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
1.11K
New
$242K - $268K
1.11K $382K
May 12, 2023 Q1 2023
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
1.09K
+ 0.36%
$239K - $265K
301K $104M
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
1.06K
New
$232K - $257K
1.06K $367K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
1.06K
+ 35.78%
$232K - $256K
4.02K $1.39M
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1.06K
New
$232K - $256K
1.06K $366K
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
1.01K
New
$222K - $245K
1.01K $350K
May 12, 2023 Q1 2023
Biltmore Family Office, LLC

BUY
 -
1.01K
New
$220K - $243K
1.01K $348K
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
992
+ 1.26%
$217K - $240K
79.8K $27.6M
May 11, 2023 Q1 2023
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
987
New
$216K - $239K
987 $341K
Apr 19, 2023 Q1 2023
Jfs Wealth Advisors, LLC

BUY
 -
974
+ 2.62%
$213K - $236K
38.2K $13.2M
May 09, 2023 Q1 2023
Y Intercept (Hong Kong) LTD

BUY
 -
941
New
$206K - $228K
941 $326K
Apr 25, 2023 Q1 2023
Ria Advisory Group LLC

Ames, IA
BUY
 -
941
New
$206K - $228K
941 $326K
May 15, 2023 Q1 2023
Avalon Investment & Advisory

Houston, TX
BUY
 -
900
New
$197K - $218K
900 $311K
May 11, 2023 Q1 2023
Intelligence Driven Advisers, LLC

BUY
 -
900
+ 1.72%
$197K - $218K
53.3K $18.4M
Apr 07, 2023 Q1 2023
Keystone Wealth Services, LLC

BUY
 -
899
New
$197K - $218K
899 $311K
May 08, 2023 Q1 2023
Court Place Advisors, LLC

Ellicott City, MD
BUY
 -
883
New
$193K - $214K
883 $305K
Apr 26, 2023 Q1 2023
Alpha Cubed Investments, LLC

BUY
 -
879
New
$192K - $213K
879 $304K
Apr 07, 2023 Q1 2023
Diversified Trust CO

BUY
 -
879
New
$192K - $213K
879 $304K
May 15, 2023 Q1 2023
Private Capital Management, LLC

Naples, FL
BUY
 -
872
New
$191K - $211K
872 $302K
May 09, 2023 Q1 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
864
+ 1.85%
$189K - $209K
47.7K $16.5M
Apr 25, 2023 Q1 2023
Fulton Breakefield Broenniman LLC

BUY
 -
855
New
$187K - $207K
855 $296K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
759
New
$166K - $184K
759 $263K
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
740
New
$162K - $179K
740 $256K
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
696
+ 3.27%
$152K - $169K
22K $7.6M
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
649
+ 22.39%
$142K - $157K
3.55K $1.23M
May 16, 2023 Q1 2023
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
630
New
$138K - $153K
630 $218K
Apr 26, 2023 Q1 2023
Lindbrook Capital, LLC

BUY
 -
590
+ 6.03%
$129K - $143K
10.4K $3.59M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
559
+ 51.86%
$122K - $135K
1.64K $566K

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