Purchases and Sales Made in Q2 2023 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
608K+ 1648.32% |
$141M - $155M
|
645K
$216M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
220K+ 40.19% |
$50.9M - $55.9M
|
767K
$256M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
140K+ 70123.5% |
$32.5M - $35.7M
|
140K
$46.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
94.6K+ 125.95% |
$21.9M - $24.1M
|
170K
$56.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
79.8KNew |
$18.5M - $20.3M
|
79.8K
$26.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
BUY
|
- |
67.3KNew |
$15.6M - $17.1M
|
67.3K
$22.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
50.5K+ 31.41% |
$11.7M - $12.9M
|
211K
$70.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
48.1K+ 193.05% |
$11.1M - $12.2M
|
73K
$24.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44.6K+ 16.02% |
$10.3M - $11.3M
|
323K
$108M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
38.4K+ 1704.44% |
$8.88M - $9.76M
|
40.6K
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
34.6K+ 260.66% |
$8.01M - $8.8M
|
47.8K
$16M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
33.7K+ 102.18% |
$7.8M - $8.57M
|
66.7K
$22.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
32.7K+ 6091.25% |
$7.57M - $8.32M
|
33.2K
$11.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
30.8K+ 39.17% |
$7.13M - $7.84M
|
109K
$36.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
29.9K+ 509.99% |
$6.92M - $7.6M
|
35.7K
$11.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
28.6KNew |
$6.61M - $7.27M
|
28.6K
$9.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
28.2K+ 26.76% |
$6.54M - $7.19M
|
134K
$44.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
26.6K+ 62.88% |
$6.16M - $6.77M
|
68.9K
$23M
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
25.7KNew |
$5.95M - $6.54M
|
25.7K
$8.59M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.6K+ 14.59% |
$5.92M - $6.51M
|
201K
$67.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.4K+ 3.71% |
$5.88M - $6.46M
|
708K
$237M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.4K+ 3.71% |
$5.88M - $6.46M
|
708K
$237M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.7K+ 23.0% |
$4.1M - $4.5M
|
94.7K
$31.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
16.7KNew |
$3.86M - $4.25M
|
16.7K
$5.58M
|
|
|
Jul 24, 2023
Q2 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
15.3KNew |
$3.55M - $3.9M
|
15.3K
$5.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.3K+ 363.33% |
$3.32M - $3.65M
|
18.3K
$6.11M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
14.2KNew |
$3.3M - $3.62M
|
14.2K
$4.76M
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
14K+ 5.75% |
$3.23M - $3.55M
|
256K
$85.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.1K+ 315.08% |
$3.04M - $3.35M
|
17.3K
$5.79M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.9K+ 8.68% |
$3M - $3.29M
|
162K
$54.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.9K+ 6.64% |
$2.76M - $3.04M
|
192K
$64M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
9.8K+ 1.93% |
$2.27M - $2.49M
|
517K
$173M
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
8.63KNew |
$2M - $2.2M
|
8.63K
$2.89M
|
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
8.12KNew |
$1.88M - $2.07M
|
8.12K
$2.71M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
8.09K+ 5.41% |
$1.87M - $2.06M
|
158K
$52.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.9KNew |
$1.83M - $2.01M
|
7.9K
$2.64M
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.75KNew |
$1.79M - $1.97M
|
7.75K
$2.59M
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
7.47KNew |
$1.73M - $1.9M
|
7.47K
$2.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.23K+ 1.68% |
$1.67M - $1.84M
|
436K
$146M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.11K+ 17.64% |
$1.65M - $1.81M
|
47.4K
$15.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
7.05KNew |
$1.63M - $1.79M
|
7.05K
$2.36M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.2KNew |
$1.44M - $1.58M
|
6.2K
$2.07M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
6.13K+ 39.7% |
$1.42M - $1.56M
|
21.6K
$7.21M
|
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
5.9KNew |
$1.37M - $1.5M
|
5.9K
$1.97M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.67K+ 384.08% |
$1.31M - $1.44M
|
7.15K
$2.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
5.63K+ 3.33% |
$1.3M - $1.43M
|
175K
$58.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
5.06K+ 3.46% |
$1.17M - $1.29M
|
151K
$50.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.87KNew |
$1.13M - $1.24M
|
4.87K
$1.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.42K+ 2.76% |
$1.02M - $1.12M
|
164K
$54.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
4.1KNew |
$950K - $1.04M
|
4.1K
$1.37M
|