Purchases and Sales Made in Q3 2023 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
347K+ 184.79% |
$84.7M - $91.5M
|
535K
$181M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
177K+ 16.98% |
$43.3M - $46.7M
|
1.22M
$414M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
163KNew |
$39.8M - $43M
|
163K
$55.3M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
101K+ 90.67% |
$24.5M - $26.5M
|
211K
$71.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
97.2KNew |
$23.7M - $25.6M
|
97.2K
$32.9M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
82.3KNew |
$20.1M - $21.7M
|
82.3K
$27.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
57.1K+ 11.42% |
$13.9M - $15M
|
557K
$189M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
37K+ 327.71% |
$9.02M - $9.74M
|
48.2K
$16.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.4K+ 65.03% |
$8.63M - $9.33M
|
89.8K
$30.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
31.9K+ 12.44% |
$7.78M - $8.41M
|
288K
$97.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
29.9K+ 44.92% |
$7.3M - $7.89M
|
96.6K
$32.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Equity Management
|
BUY
|
- |
23.9K+ 18.84% |
$5.82M - $6.29M
|
151K
$51M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
18.8K+ 559.68% |
$4.58M - $4.95M
|
22.1K
$7.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
18.2K+ 1795.56% |
$4.44M - $4.79M
|
19.2K
$6.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
16.2K+ 13.2% |
$3.95M - $4.27M
|
139K
$47.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.7KNew |
$3.58M - $3.87M
|
14.7K
$4.98M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
14.3KNew |
$3.5M - $3.78M
|
14.3K
$4.86M
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
13.5K+ 7.57% |
$3.29M - $3.56M
|
192K
$65M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10.9K+ 6.64% |
$2.66M - $2.88M
|
175K
$59.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
10.8KNew |
$2.64M - $2.85M
|
10.8K
$3.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.6K+ 116.22% |
$2.59M - $2.79M
|
19.7K
$6.69M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.4K+ 131.66% |
$2.53M - $2.74M
|
18.3K
$6.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.4K+ 21.16% |
$2.52M - $2.73M
|
59.3K
$20.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
10.2KNew |
$2.49M - $2.69M
|
10.2K
$3.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10K+ 1.42% |
$2.45M - $2.64M
|
719K
$244M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
9.83KNew |
$2.4M - $2.59M
|
9.83K
$3.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
9.14K+ 28.22% |
$2.23M - $2.41M
|
41.5K
$14.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
9.02KNew |
$2.2M - $2.38M
|
9.02K
$3.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
8.5K+ 207.32% |
$2.07M - $2.24M
|
12.6K
$4.27M
|
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
8.33KNew |
$2.03M - $2.2M
|
8.33K
$2.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
8.3K+ 3.61% |
$2.02M - $2.19M
|
239K
$80.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.25K+ 11.89% |
$2.01M - $2.17M
|
77.6K
$26.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7.84K+ 3.38% |
$1.91M - $2.06M
|
240K
$81.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
7.72K+ 84.63% |
$1.88M - $2.03M
|
16.8K
$5.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.16K+ 673.75% |
$1.75M - $1.89M
|
8.23K
$2.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
7.09K+ 5.12% |
$1.73M - $1.87M
|
146K
$49.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.2K+ 3.07% |
$1.27M - $1.37M
|
175K
$59.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.1K+ 10.66% |
$1.24M - $1.34M
|
52.9K
$17.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.77K+ 3.18% |
$1.16M - $1.26M
|
155K
$52.5M
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
4.72K+ 148.71% |
$1.15M - $1.24M
|
7.89K
$2.68M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.19KNew |
$1.02M - $1.1M
|
4.19K
$1.42M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.81K+ 16.84% |
$929K - $1M
|
26.4K
$8.95M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
3.69KNew |
$900K - $973K
|
3.69K
$1.25M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.62K+ 11.57% |
$884K - $955K
|
34.9K
$11.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.23K+ 4.8% |
$788K - $852K
|
70.6K
$23.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.11KNew |
$759K - $820K
|
3.11K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.11K+ 26.79% |
$757K - $818K
|
14.7K
$4.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.05K+ 2.02% |
$744K - $804K
|
154K
$52.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3.04KNew |
$742K - $801K
|
3.04K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.96KNew |
$721K - $779K
|
2.96K
$1M
|