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
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.66K- 66.2% |
$582K - $644K
|
1.36K
$470K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.73K- 39.47% |
$597K - $660K
|
4.18K
$1.45M
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-2.81K- 75.81% |
$614K - $679K
|
895
$310K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.89K- 2.15% |
$633K - $700K
|
131K
$45.5M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-2.94K- 38.19% |
$642K - $711K
|
4.75K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.97K- 4.83% |
$649K - $718K
|
58.4K
$20.2M
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-3K- 3.67% |
$656K - $726K
|
78.6K
$27.2M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-3.11K- 44.02% |
$680K - $753K
|
3.95K
$1.37M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-3.34K- 53.51% |
$732K - $810K
|
2.91K
$1M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-3.47K- 3.6% |
$759K - $840K
|
92.8K
$32.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-3.5K- 18.24% |
$766K - $847K
|
15.7K
$5.42M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-3.54K- 85.0% |
$774K - $856K
|
624
$216K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-3.55K- 24.24% |
$778K - $860K
|
11.1K
$3.84M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-3.59K- 17.23% |
$786K - $870K
|
17.3K
$5.97M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4.25K- 10.22% |
$930K - $1.03M
|
37.3K
$12.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.34K- 2.83% |
$950K - $1.05M
|
149K
$51.6M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4.43K- 3.74% |
$970K - $1.07M
|
114K
$39.5M
|
|
|
May 15, 2023
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4.43K- 3.74% |
$970K - $1.07M
|
114K
$39.5M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-4.5K- 3.23% |
$985K - $1.09M
|
135K
$46.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-4.55K- 13.57% |
$997K - $1.1M
|
29K
$10M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.75K- 5.08% |
$1.04M - $1.15M
|
88.6K
$30.7M
|
|
|
May 01, 2023
Q1 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-4.79K- 9.01% |
$1.05M - $1.16M
|
48.4K
$16.7M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.87K- 6.73% |
$1.07M - $1.18M
|
67.5K
$23.3M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-5.07K- 77.22% |
$1.11M - $1.23M
|
1.5K
$518K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.23K- 3.25% |
$1.14M - $1.27M
|
155K
$53.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-5.3K- 3.05% |
$1.16M - $1.28M
|
168K
$58.3M
|
|
|
Nov 14, 2024
Q1 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-5.45K- 48.32% |
$1.19M - $1.32M
|
5.83K
$2.02M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5.61K- 5.45% |
$1.23M - $1.36M
|
97.2K
$33.6M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.78K- 4.76% |
$1.26M - $1.4M
|
116K
$40M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-5.84K- 15.5% |
$1.28M - $1.41M
|
31.9K
$11M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.08K- 64.24% |
$1.33M - $1.47M
|
3.38K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-6.19K- 54.07% |
$1.35M - $1.5M
|
5.26K
$1.82M
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-6.38K- 34.88% |
$1.4M - $1.55M
|
11.9K
$4.12M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.76K- 9.75% |
$1.48M - $1.64M
|
62.6K
$21.6M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.82K- 11.16% |
$1.49M - $1.65M
|
54.3K
$18.8M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.89K- 42.74% |
$1.51M - $1.67M
|
9.23K
$3.19M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7.25K- 24.41% |
$1.59M - $1.76M
|
22.4K
$7.76M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-7.6K- 50.32% |
$1.66M - $1.84M
|
7.5K
$2.59M
|
|
|
Apr 26, 2023
Q1 2023
|
Strategic Investment Management, LLC
|
SELL
|
- |
-7.73K- 17.66% |
$1.69M - $1.87M
|
36K
$12.5M
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-8.18K- 3.43% |
$1.79M - $1.98M
|
231K
$79.8M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-8.61K- 31.92% |
$1.88M - $2.08M
|
18.4K
$6.35M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-9.15K- 1.53% |
$2M - $2.22M
|
590K
$204M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-9.23K- 8.17% |
$2.02M - $2.24M
|
104K
$35.9M
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-9.93K- 3.59% |
$2.17M - $2.4M
|
266K
$92.2M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-10.6K- 53.57% |
$2.31M - $2.56M
|
9.16K
$3.17M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-10.8K- 1.85% |
$2.36M - $2.62M
|
575K
$199M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-11K- 41.52% |
$2.4M - $2.65M
|
15.4K
$5.34M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-11.2K- 99.89% |
$2.46M - $2.72M
|
12
$4.15K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.8K- 37.93% |
$2.58M - $2.86M
|
19.3K
$6.68M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-12.6K- 10.65% |
$2.75M - $3.05M
|
106K
$36.5M
|