Purchases and Sales Made in Q3 2023 in Ishares Russell 3000 ETF (IWV)

IWV Quotes by TradingView

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 13, 2023 Q3 2023
Rmb Capital Management, LLC

BUY
 -
491
+ 9.87%
$120K - $129K
5.47K $1.87M
Nov 17, 2023 Q3 2023
Diversified Trust CO

BUY
 -
487
+ 55.22%
$119K - $128K
1.37K $468K
Nov 09, 2023 Q3 2023
Blair William & CO

Chicago, IL
BUY
 -
474
+ 0.25%
$116K - $125K
192K $65.6M
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
458
New
$112K - $121K
458 $157K
Nov 20, 2023 Q3 2023
Tompkins Financial Corp

BUY
 -
442
+ 294.67%
$108K - $116K
592 $202K
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
440
+ 5.03%
$107K - $116K
9.2K $3.14M
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
397
+ 0.84%
$96.8K - $105K
47.8K $16.4M
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
381
+ 5.97%
$92.9K - $100K
6.77K $2.31M
Oct 23, 2023 Q3 2023
Dakota Wealth Management

BUY
 -
373
+ 7.86%
$91K - $98.3K
5.12K $1.75M
Nov 14, 2023 Q3 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
367
+ 0.52%
$89.5K - $96.7K
71.3K $24.4M
Nov 08, 2023 Q3 2023
9258 Wealth Management, LLC

BUY
 -
315
+ 3.76%
$76.8K - $83K
8.7K $2.98M
Oct 26, 2023 Q3 2023
Graypoint LLC

BUY
 -
308
+ 7.23%
$75.1K - $81.2K
4.57K $1.56M
Nov 16, 2023 Q3 2023
Ironwood Investment Management LLC

Boston, MA
BUY
 -
272
+ 3.32%
$66.3K - $71.7K
8.47K $2.89M
Nov 09, 2023 Q3 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
261
+ 31.07%
$63.7K - $68.8K
1.1K $376K
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
261
New
$63.7K - $68.8K
261 $89.2K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
256
+ 6.75%
$62.4K - $67.5K
4.05K $1.38M
Oct 11, 2023 Q3 2023
Zhang Financial LLC

BUY
 -
251
+ 2.37%
$61.2K - $66.2K
10.8K $3.71M
Oct 18, 2023 Q3 2023
Epiq Partners, LLC

BUY
 -
227
+ 0.84%
$55.4K - $59.8K
27.2K $9.29M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
223
+ 8.67%
$54.4K - $58.8K
2.8K $956K
Nov 02, 2023 Q3 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
219
+ 16.07%
$53.4K - $57.7K
1.58K $541K
Oct 12, 2023 Q3 2023
Ferguson Wellman Capital Management, Inc

BUY
 -
215
+ 15.99%
$52.4K - $56.7K
1.56K $533K
Nov 14, 2023 Q3 2023
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
215
+ 0.17%
$52.4K - $56.7K
125K $42.8M
Oct 27, 2023 Q3 2023
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
200
+ 1.41%
$48.8K - $52.7K
14.4K $4.91M
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
200
New
$48.8K - $52.7K
200 $68.4K
Oct 25, 2023 Q3 2023
Lindbrook Capital, LLC

BUY
 -
180
+ 1.77%
$43.9K - $47.4K
10.3K $3.54M
Nov 02, 2023 Q3 2023
Hoyle Cohen, LLC

BUY
 -
175
+ 2.72%
$42.7K - $46.1K
6.6K $2.26M
Nov 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
168
New
$41K - $44.3K
168 $57.4K
Oct 10, 2023 Q3 2023
Castle Rock Wealth Management, LLC

BUY
 -
157
+ 2.39%
$38.3K - $41.4K
6.73K $2.3M
Nov 07, 2023 Q3 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
152
+ 7.49%
$37.1K - $40.1K
2.18K $746K
Oct 16, 2023 Q3 2023
Forte Asset Management LLC

BUY
 -
132
+ 0.48%
$32.2K - $34.8K
27.7K $9.47M
Oct 20, 2023 Q3 2023
Mps Loria Financial Planners, LLC

BUY
 -
129
+ 0.84%
$31.5K - $34K
15.5K $5.29M
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
125
+ 1.35%
$30.5K - $32.9K
9.36K $3.2M
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
125
+ 290.7%
$30.5K - $32.9K
168 $57.4K
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
112
+ 2.3%
$27.3K - $29.5K
4.99K $1.7M
Oct 12, 2023 Q3 2023
Fortress Wealth Group, LLC

Orlando, FL
BUY
 -
110
+ 1.53%
$26.8K - $29K
7.31K $2.5M
Nov 14, 2023 Q3 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
109
+ 2.04%
$26.6K - $28.7K
5.46K $1.87M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
100
New
$24.4K - $26.4K
100 $34.2K
Oct 16, 2023 Q3 2023
Beacon Financial Group

BUY
 -
100
+ 1.73%
$24.4K - $26.4K
5.88K $2.01M
Nov 14, 2023 Q3 2023
Earnest Partners LLC

Atlanta, GA
BUY
 -
92
New
$22.4K - $24.2K
92 $31.5K
Nov 13, 2023 Q3 2023
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
87
+ 0.15%
$21.2K - $22.9K
57.3K $19.6M
Oct 10, 2023 Q3 2023
Activest Wealth Management

BUY
 -
73
New
$17.8K - $19.2K
73 $25K
Nov 02, 2023 Q3 2023
Fund Evaluation Group, LLC

Cincinnati, OH
BUY
 -
69
+ 0.36%
$16.8K - $18.2K
19.2K $6.56M
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
62
+ 1.2%
$15.1K - $16.3K
5.24K $1.79M
Nov 14, 2023 Q3 2023
Brown Wealth Management, LLC

Naperville, IL
BUY
 -
62
+ 2.95%
$15.1K - $16.3K
2.16K $740K
Nov 06, 2023 Q3 2023
Hbc Financial Services, Pllc

BUY
 -
60
+ 17.7%
$14.6K - $15.8K
399 $136K
Nov 13, 2023 Q3 2023
Fwl Investment Management, LLC

BUY
 -
60
New
$14.6K - $15.8K
60 $20.5K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
52
New
$12.7K - $13.7K
52 $17.8K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
52
+ 3.59%
$12.7K - $13.7K
1.5K $513K
Nov 09, 2023 Q3 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
50
+ 3.21%
$12.2K - $13.2K
1.61K $549K

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