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 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-370- 34.55% |
$90.2K - $97.5K
|
701
$240K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-378Closed |
$92.2K - $99.6K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-386- 7.43% |
$94.1K - $102K
|
4.81K
$1.65M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-428- 21.19% |
$104K - $113K
|
1.59K
$544K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-431- 10.66% |
$105K - $114K
|
3.61K
$1.24M
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-443- 2.49% |
$108K - $117K
|
17.3K
$5.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-444- 1.33% |
$108K - $117K
|
33K
$11.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-463- 4.6% |
$113K - $122K
|
9.6K
$3.28M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-464- 3.88% |
$113K - $122K
|
11.5K
$3.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-468- 1.87% |
$114K - $123K
|
24.6K
$8.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-483- 53.67% |
$118K - $127K
|
417
$143K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-483- 0.28% |
$118K - $127K
|
174K
$59.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-504- 13.44% |
$123K - $133K
|
3.25K
$1.11M
|
|
|
Oct 26, 2023
Q3 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-505- 10.6% |
$123K - $133K
|
4.26K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-511- 3.21% |
$125K - $135K
|
15.4K
$5.27M
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-514- 1.27% |
$125K - $135K
|
39.9K
$13.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-524- 0.46% |
$128K - $138K
|
114K
$38.9M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-524- 0.46% |
$128K - $138K
|
114K
$38.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-530- 22.42% |
$129K - $140K
|
1.83K
$627K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-532- 18.6% |
$130K - $140K
|
2.33K
$796K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-575- 0.38% |
$140K - $152K
|
149K
$50.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-624- 3.46% |
$152K - $164K
|
17.4K
$5.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
SELL
|
- |
-640- 0.98% |
$156K - $169K
|
64.4K
$22M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-657- 3.05% |
$160K - $173K
|
20.9K
$7.15M
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-666- 12.26% |
$162K - $176K
|
4.77K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-687- 2.67% |
$168K - $181K
|
25K
$8.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-690- 1.58% |
$168K - $182K
|
43.1K
$14.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-709- 39.88% |
$173K - $187K
|
1.07K
$366K
|
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-721- 1.56% |
$176K - $190K
|
45.4K
$15.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-734- 2.59% |
$179K - $193K
|
27.6K
$9.45M
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-757- 3.72% |
$185K - $200K
|
19.6K
$6.71M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-775- 34.35% |
$189K - $204K
|
1.48K
$506K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-775- 2.24% |
$189K - $204K
|
33.8K
$11.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-785- 1.14% |
$191K - $207K
|
68.1K
$23.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-791- 7.9% |
$193K - $208K
|
9.22K
$3.15M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-792- 13.67% |
$193K - $209K
|
5K
$1.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-802- 0.84% |
$196K - $211K
|
95.1K
$32.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-809- 0.81% |
$197K - $213K
|
98.8K
$33.8M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-809- 0.81% |
$197K - $213K
|
98.8K
$33.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-811- 24.12% |
$198K - $214K
|
2.55K
$873K
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-857- 7.1% |
$209K - $226K
|
11.2K
$3.84M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-860- 28.6% |
$210K - $227K
|
2.15K
$734K
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-873- 13.29% |
$213K - $230K
|
5.7K
$1.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-917- 32.88% |
$224K - $242K
|
1.87K
$640K
|
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-1.01K- 51.6% |
$247K - $267K
|
950
$325K
|
|
|
Oct 24, 2023
Q3 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.07K- 1.97% |
$261K - $282K
|
53.3K
$18.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.08K- 3.79% |
$264K - $285K
|
27.5K
$9.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.13K- 32.51% |
$276K - $298K
|
2.35K
$802K
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
SELL
|
- |
-1.29K- 21.8% |
$314K - $339K
|
4.61K
$1.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.31K- 3.13% |
$320K - $346K
|
40.7K
$13.9M
|