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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
549+ 465.25% |
$120K - $133K
|
667
$231K
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
476+ 2.96% |
$104K - $115K
|
16.6K
$5.73M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
467+ 1.31% |
$102K - $113K
|
36.1K
$12.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
454+ 12.84% |
$99.3K - $110K
|
3.99K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
444+ 7.44% |
$97.2K - $108K
|
6.42K
$2.22M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
439+ 12.68% |
$96.1K - $106K
|
3.9K
$1.35M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
416New |
$91K - $101K
|
416
$144K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
369New |
$80.7K - $89.4K
|
369
$128K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
369+ 0.52% |
$80.7K - $89.4K
|
70.7K
$24.5M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
367+ 0.29% |
$80.3K - $88.9K
|
127K
$43.8M
|
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
360+ 11.58% |
$78.8K - $87.2K
|
3.47K
$1.2M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
350+ 3.5% |
$76.6K - $84.8K
|
10.4K
$3.59M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
329+ 8.65% |
$72K - $79.7K
|
4.13K
$1.43M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
322New |
$70.5K - $78K
|
322
$111K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
301+ 127.54% |
$65.9K - $72.9K
|
537
$186K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
286New |
$62.6K - $69.3K
|
286
$98.9K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
266+ 15.0% |
$58.2K - $64.4K
|
2.04K
$705K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
252New |
$55.1K - $61K
|
252
$87.2K
|
|
|
Feb 12, 2024
Q1 2023
|
Ashford Advisors, LLC
|
BUY
|
- |
240+ 11.81% |
$52.5K - $58.1K
|
2.27K
$786K
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
233+ 0.58% |
$51K - $56.4K
|
40.1K
$13.9M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
229+ 322.54% |
$50.1K - $55.5K
|
300
$104K
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
226+ 4.1% |
$49.5K - $54.7K
|
5.74K
$1.98M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
219+ 21.28% |
$47.9K - $53K
|
1.25K
$432K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
215+ 5.43% |
$47K - $52.1K
|
4.17K
$1.44M
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
200+ 0.86% |
$43.8K - $48.4K
|
23.5K
$8.12M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
196+ 3.35% |
$42.9K - $47.5K
|
6.04K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
178+ 0.31% |
$39K - $43.1K
|
57.3K
$19.8M
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
140+ 0.15% |
$30.6K - $33.9K
|
96K
$33.2M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
140+ 1.07% |
$30.6K - $33.9K
|
13.3K
$4.59M
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
136New |
$29.8K - $32.9K
|
136
$47K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
130+ 73.03% |
$28.4K - $31.5K
|
308
$107K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
130+ 2.07% |
$28.4K - $31.5K
|
6.43K
$2.22M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
129+ 4.39% |
$28.2K - $31.2K
|
3.07K
$1.06M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
120+ 4.84% |
$26.3K - $29.1K
|
2.6K
$899K
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
119+ 0.25% |
$26K - $28.8K
|
46.8K
$16.2M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
107+ 4.56% |
$23.4K - $25.9K
|
2.45K
$848K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
102+ 5.96% |
$22.3K - $24.7K
|
1.81K
$628K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$21.9K - $24.2K
|
100
$34.6K
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
100+ 0.25% |
$21.9K - $24.2K
|
40.3K
$13.9M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
96+ 4.92% |
$21K - $23.2K
|
2.05K
$709K
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
95+ 0.17% |
$20.8K - $23K
|
55.1K
$19.1M
|
|
|
May 03, 2023
Q1 2023
|
St. Louis Trust CO
|
BUY
|
- |
90+ 0.39% |
$19.7K - $21.8K
|
23.4K
$8.08M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
81+ 0.99% |
$17.7K - $19.6K
|
8.3K
$2.87M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
79+ 2.44% |
$17.3K - $19.1K
|
3.31K
$1.15M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
75+ 2.34% |
$16.4K - $18.2K
|
3.28K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
74+ 5.28% |
$16.2K - $17.9K
|
1.48K
$511K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
73New |
$16K - $17.7K
|
73
$25.3K
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
72+ 0.34% |
$15.8K - $17.4K
|
21.1K
$7.3M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
67+ 0.22% |
$14.7K - $16.2K
|
31.2K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
65+ 7.99% |
$14.2K - $15.7K
|
879
$304K
|