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 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-480- 62.34% |
$105K - $116K
|
290
$100K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-489- 10.3% |
$107K - $118K
|
4.26K
$1.47M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-493- 2.15% |
$108K - $119K
|
22.4K
$7.76M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-497- 6.53% |
$109K - $120K
|
7.12K
$2.46M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-516- 1.76% |
$113K - $125K
|
28.8K
$9.95M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-522- 10.44% |
$114K - $126K
|
4.48K
$1.55M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-535- 3.45% |
$117K - $130K
|
15K
$5.18M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-553- 1.44% |
$121K - $134K
|
38K
$13.1M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-570- 0.86% |
$125K - $138K
|
65.8K
$22.8M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-572- 5.25% |
$125K - $139K
|
10.3K
$3.57M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-621- 8.74% |
$136K - $150K
|
6.48K
$2.24M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-737- 22.91% |
$161K - $178K
|
2.48K
$858K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-783- 14.39% |
$171K - $190K
|
4.66K
$1.61M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-788- 1.04% |
$172K - $191K
|
75.1K
$26M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-806- 17.78% |
$176K - $195K
|
3.73K
$1.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-894- 75.38% |
$196K - $217K
|
292
$101K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-923- 23.05% |
$202K - $224K
|
3.08K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-950- 23.51% |
$208K - $230K
|
3.09K
$1.07M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-964- 1.6% |
$211K - $233K
|
59.4K
$20.6M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.02K- 1.01% |
$222K - $246K
|
99.2K
$34.3M
|
|
|
May 15, 2023
Q1 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.07K- 1.56% |
$235K - $260K
|
67.5K
$23.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-1.09K- 51.64% |
$237K - $263K
|
1.02K
$351K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.09K- 1.11% |
$239K - $264K
|
96.9K
$33.5M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.11K- 9.73% |
$242K - $268K
|
10.3K
$3.55M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.17K- 1.13% |
$256K - $283K
|
102K
$35.3M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.21K- 3.83% |
$264K - $293K
|
30.3K
$10.5M
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.31K- 2.33% |
$286K - $317K
|
54.8K
$19M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.33K- 0.88% |
$290K - $321K
|
149K
$51.7M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.34K- 3.21% |
$294K - $325K
|
40.4K
$14M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.4K- 5.69% |
$305K - $338K
|
23.1K
$8M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.44K- 58.57% |
$314K - $348K
|
1.02K
$351K
|
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.46K- 38.97% |
$319K - $353K
|
2.29K
$790K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.48K- 2.45% |
$323K - $358K
|
58.9K
$20.4M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-1.48K- 40.73% |
$324K - $358K
|
2.15K
$745K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.53K- 3.37% |
$335K - $371K
|
43.8K
$15.2M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.55K- 1.89% |
$338K - $374K
|
80.2K
$27.8M
|
|
|
May 08, 2023
Q1 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.7K- 3.02% |
$372K - $411K
|
54.5K
$18.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.75K- 8.57% |
$383K - $424K
|
18.7K
$6.46M
|
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-1.88K- 1.5% |
$411K - $455K
|
123K
$42.6M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.88K- 82.31% |
$412K - $456K
|
405
$140K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.9K- 5.72% |
$416K - $460K
|
31.3K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
SELL
|
- |
-1.9K- 54.12% |
$416K - $461K
|
1.61K
$558K
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-1.93K- 21.79% |
$422K - $467K
|
6.93K
$2.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-2.01K- 0.46% |
$440K - $487K
|
438K
$152M
|
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-2.13K- 0.1% |
$466K - $515K
|
2.22M
$767M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.22K- 6.96% |
$486K - $538K
|
29.7K
$10.3M
|
|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
SELL
|
- |
-2.32K- 69.31% |
$507K - $561K
|
1.03K
$355K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.36K- 15.48% |
$516K - $571K
|
12.9K
$4.45M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-2.38K- 30.81% |
$520K - $576K
|
5.34K
$1.85M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-2.41K- 6.68% |
$527K - $583K
|
33.6K
$11.6M
|