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 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
60+ 1.43% |
$13.1K - $14.5K
|
4.25K
$1.47M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
57+ 1.02% |
$12.5K - $13.8K
|
5.65K
$1.95M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
53New |
$11.6K - $12.8K
|
53
$18.3K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
50+ 1.23% |
$10.9K - $12.1K
|
4.12K
$1.42M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
49+ 3.76% |
$10.7K - $11.9K
|
1.35K
$468K
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
47+ 0.25% |
$10.3K - $11.4K
|
18.7K
$6.46M
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
38+ 0.36% |
$8.32K - $9.2K
|
10.6K
$3.66M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
38+ 0.55% |
$8.32K - $9.2K
|
6.94K
$2.4M
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
37+ 0.07% |
$8.1K - $8.96K
|
49.6K
$17.2M
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
37+ 0.27% |
$8.1K - $8.96K
|
13.8K
$4.79M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
33+ 3.37% |
$7.22K - $7.99K
|
1.01K
$350K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
32+ 0.24% |
$7K - $7.75K
|
13.6K
$4.72M
|
|
|
Apr 19, 2023
Q1 2023
|
Sl Advisors, LLC
|
BUY
|
- |
31+ 0.36% |
$6.78K - $7.51K
|
8.68K
$3M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
31+ 1.4% |
$6.78K - $7.51K
|
2.25K
$778K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
30+ 0.36% |
$6.56K - $7.27K
|
8.31K
$2.87M
|
|
|
May 15, 2023
Q1 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
28+ 0.35% |
$6.13K - $6.78K
|
8.07K
$2.79M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
24+ 0.22% |
$5.25K - $5.81K
|
11.1K
$3.83M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
24+ 0.59% |
$5.25K - $5.81K
|
4.08K
$1.41M
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
21+ 0.35% |
$4.6K - $5.09K
|
5.99K
$2.07M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21+ 1.44% |
$4.6K - $5.09K
|
1.48K
$512K
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
20+ 0.36% |
$4.38K - $4.84K
|
5.52K
$1.91M
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
17+ 0.33% |
$3.72K - $4.12K
|
5.19K
$1.79M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15+ 0.3% |
$3.28K - $3.63K
|
5.04K
$1.74M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
15+ 0.36% |
$3.28K - $3.63K
|
4.21K
$1.46M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
13+ 0.1% |
$2.84K - $3.15K
|
12.9K
$4.46M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11+ 0.36% |
$2.41K - $2.66K
|
3.11K
$1.07M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
10+ 5.68% |
$2.19K - $2.42K
|
186
$64.3K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
9+ 0.05% |
$1.97K - $2.18K
|
16.7K
$5.77M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
9+ 0.31% |
$1.97K - $2.18K
|
2.91K
$1.01M
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
9New |
$1.97K - $2.18K
|
9
$3.11K
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
8+ 0.22% |
$1.75K - $1.94K
|
3.57K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
8+ 0.3% |
$1.75K - $1.94K
|
2.69K
$930K
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
8+ 0.35% |
$1.75K - $1.94K
|
2.28K
$788K
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
8+ 0.11% |
$1.75K - $1.94K
|
7.06K
$2.44M
|
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.36% |
$1.53K - $1.7K
|
1.98K
$684K
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
7+ 0.4% |
$1.53K - $1.7K
|
1.76K
$608K
|
|
|
May 11, 2023
Q1 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.35% |
$1.31K - $1.45K
|
1.71K
$590K
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
6+ 0.62% |
$1.31K - $1.45K
|
973
$337K
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
6+ 0.62% |
$1.31K - $1.45K
|
972
$336K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6+ 0.37% |
$1.31K - $1.45K
|
1.64K
$567K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 0.18% |
$1.09K - $1.21K
|
2.82K
$976K
|
|
|
May 10, 2023
Q1 2023
|
Fluent Financial, LLC
|
BUY
|
- |
4+ 0.38% |
$875 - $969
|
1.05K
$362K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
4+ 0.19% |
$875 - $969
|
2.07K
$717K
|
|
|
Apr 24, 2023
Q1 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.33% |
$656 - $727
|
925
$320K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3+ 0.3% |
$656 - $727
|
996
$345K
|
|
|
May 15, 2023
Q1 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
3New |
$656 - $727
|
3
$1.04K
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.48% |
$656 - $727
|
631
$218K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$656 - $727
|
2.48K
$857K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.32% |
$438 - $484
|
629
$218K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.22% |
$438 - $484
|
898
$311K
|