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 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.8K- 4.01% |
$2.81M - $3.11M
|
307K
$106M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.4K- 77.15% |
$2.92M - $3.24M
|
3.96K
$1.37M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-13.6K- 25.64% |
$2.97M - $3.28M
|
39.3K
$13.6M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-15.5K- 95.54% |
$3.39M - $3.76M
|
724
$250K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-15.6K- 91.26% |
$3.41M - $3.78M
|
1.49K
$517K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.7K- 8.02% |
$3.43M - $3.79M
|
180K
$62.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-16.4K- 55.3% |
$3.59M - $3.97M
|
13.3K
$4.59M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-18.4K- 30.77% |
$4.03M - $4.46M
|
41.5K
$14.3M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.5K- 23.52% |
$4.04M - $4.47M
|
60K
$20.8M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-18.9K- 35.85% |
$4.14M - $4.58M
|
33.9K
$11.7M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.9K- 50.04% |
$4.35M - $4.81M
|
19.8K
$6.86M
|
|
|
May 15, 2023
Q1 2023
|
Georgetown University
Washington, DC |
SELL
|
- |
-22K- 9.18% |
$4.82M - $5.34M
|
218K
$75.4M
|
|
|
May 03, 2023
Q1 2023
|
Kilter Howling LLC
Boulder, CO |
SELL
|
- |
-22.1K- 81.32% |
$4.84M - $5.35M
|
5.08K
$1.76M
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-23.5K- 68.35% |
$5.14M - $5.69M
|
10.9K
$3.76M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.7K- 5.24% |
$5.19M - $5.75M
|
429K
$149M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-30.5K- 86.13% |
$6.67M - $7.38M
|
4.91K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-31.4K- 14.4% |
$6.87M - $7.6M
|
187K
$64.6M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32.2K- 89.09% |
$7.05M - $7.8M
|
3.94K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-39.3K- 3.51% |
$8.61M - $9.52M
|
1.08M
$374M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-42.3K- 82.21% |
$9.26M - $10.3M
|
9.16K
$3.17M
|
|
|
Mar 11, 2024
Q1 2023
|
Nepc LLC
Boston, MA |
SELL
|
- |
-43.7KClosed |
$9.55M - $10.6M
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-49.9K- 87.29% |
$10.9M - $12.1M
|
7.26K
$2.51M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-57.5K- 60.02% |
$12.6M - $13.9M
|
38.3K
$13.2M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-65.1K- 17.74% |
$14.2M - $15.8M
|
302K
$104M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-67K- 11.67% |
$14.7M - $16.2M
|
507K
$175M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-71.4K- 30.76% |
$15.6M - $17.3M
|
161K
$55.6M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-78K- 87.01% |
$17.1M - $18.9M
|
11.6K
$4.03M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-94.8K- 35.1% |
$20.7M - $23M
|
175K
$60.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-103K- 86.04% |
$22.5M - $24.9M
|
16.7K
$5.77M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-117K- 99.83% |
$25.5M - $28.2M
|
200
$69.2K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-178K- 69.8% |
$38.9M - $43.1M
|
77K
$26.6M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-185K- 16.25% |
$40.4M - $44.7M
|
951K
$329M
|
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-311K- 99.89% |
$68.1M - $75.3M
|
340
$118K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-437K- 44.43% |
$95.7M - $106M
|
547K
$189M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.24M- 53.56% |
$272M - $301M
|
1.08M
$373M
|
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-3.67M- 95.6% |
$804M - $890M
|
169K
$58.5M
|