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 24, 2023
Q1 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-61- 2.01% |
$13.3K - $14.8K
|
2.97K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-64- 2.42% |
$14K - $15.5K
|
2.59K
$895K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-65- 15.74% |
$14.2K - $15.7K
|
348
$120K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-73- 0.61% |
$16K - $17.7K
|
11.9K
$4.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-75- 3.82% |
$16.4K - $18.2K
|
1.89K
$653K
|
|
|
Apr 14, 2023
Q1 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-75- 30.0% |
$16.4K - $18.2K
|
175
$60.5K
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-90- 2.99% |
$19.7K - $21.8K
|
2.92K
$1.01M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-96- 9.78% |
$21K - $23.2K
|
886
$307K
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-107- 0.14% |
$23.4K - $25.9K
|
74.8K
$25.9M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-113- 1.59% |
$24.7K - $27.4K
|
6.99K
$2.42M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-113- 19.32% |
$24.7K - $27.4K
|
472
$163K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-121- 1.07% |
$26.5K - $29.3K
|
11.2K
$3.87M
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-128- 3.89% |
$28K - $31K
|
3.16K
$1.09M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-140- 7.35% |
$30.6K - $33.9K
|
1.77K
$611K
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-141- 1.31% |
$30.9K - $34.1K
|
10.6K
$3.68M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-147- 1.43% |
$32.2K - $35.6K
|
10.1K
$3.49M
|
|
|
Dec 06, 2024
Q1 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-147- 0.78% |
$32.2K - $35.6K
|
18.6K
$6.45M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-162- 1.34% |
$35.5K - $39.2K
|
12K
$4.14M
|
|
|
Apr 06, 2023
Q1 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-163- 2.49% |
$35.7K - $39.5K
|
6.39K
$2.21M
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-163- 4.54% |
$35.7K - $39.5K
|
3.43K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-168- 1.54% |
$36.8K - $40.7K
|
10.7K
$3.71M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-175- 18.17% |
$38.3K - $42.4K
|
788
$273K
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-179- 15.9% |
$39.2K - $43.4K
|
947
$328K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-180- 3.64% |
$39.4K - $43.6K
|
4.77K
$1.65M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-194- 7.8% |
$42.5K - $47K
|
2.29K
$794K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-215- 5.15% |
$47K - $52.1K
|
3.96K
$1.37M
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-216- 7.97% |
$47.3K - $52.3K
|
2.49K
$863K
|
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-220- 11.92% |
$48.1K - $53.3K
|
1.63K
$563K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-229- 76.33% |
$50.1K - $55.5K
|
71
$24.6K
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-235- 7.13% |
$51.4K - $56.9K
|
3.06K
$1.06M
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-238- 1.14% |
$52.1K - $57.6K
|
20.6K
$7.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-246- 6.12% |
$53.8K - $59.6K
|
3.78K
$1.31M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-256- 2.5% |
$56K - $62K
|
10K
$3.46M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-261- 9.66% |
$57.1K - $63.2K
|
2.44K
$844K
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-261- 8.7% |
$57.1K - $63.2K
|
2.74K
$948K
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-300- 3.19% |
$65.6K - $72.7K
|
9.11K
$3.15M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-302- 14.94% |
$66.1K - $73.1K
|
1.72K
$595K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-309- 0.94% |
$67.6K - $74.8K
|
32.4K
$11.2M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-317- 1.7% |
$69.4K - $76.8K
|
18.3K
$6.32M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-319- 3.48% |
$69.8K - $77.3K
|
8.85K
$3.06M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-377- 3.48% |
$82.5K - $91.3K
|
10.5K
$3.62M
|
|
|
Apr 06, 2023
Q1 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-385- 28.23% |
$84.2K - $93.2K
|
979
$339K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-386- 19.21% |
$84.5K - $93.5K
|
1.62K
$561K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-430- 0.47% |
$94.1K - $104K
|
91.7K
$31.7M
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-435- 2.9% |
$95.2K - $105K
|
14.6K
$5.04M
|
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-450- 2.43% |
$98.5K - $109K
|
18.1K
$6.26M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-458- 2.96% |
$100K - $111K
|
15K
$5.2M
|
|
|
May 05, 2023
Q1 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-462- 2.35% |
$101K - $112K
|
19.2K
$6.64M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-464- 1.82% |
$102K - $112K
|
25K
$8.64M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-476- 2.3% |
$104K - $115K
|
20.2K
$6.99M
|