Purchases and Sales Made in Q4 2022 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
20.3M+ 716135.25% |
$4.21B - $4.79B
|
20.3M
$7.04B
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.21M+ 109.87% |
$251M - $286M
|
2.32M
$803M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
782KNew |
$162M - $184M
|
782K
$270M
|
|
|
Jan 30, 2023
Q4 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
311K+ 76795.06% |
$64.3M - $73.2M
|
311K
$108M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
227K+ 32.37% |
$46.9M - $53.4M
|
928K
$321M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
218KNew |
$45.1M - $51.3M
|
218K
$75.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
212K+ 27.44% |
$43.8M - $49.9M
|
984K
$340M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
150KNew |
$31M - $35.3M
|
150K
$51.9M
|
|
|
Feb 14, 2023
Q4 2022
|
University Of Pittsburgh Of The Commonwealth System Of Higher Education
Pittsburgh, PA |
BUY
|
- |
127KNew |
$26.3M - $29.9M
|
127K
$43.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
126KNew |
$26.1M - $29.7M
|
126K
$43.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Portfolio Strategies, Inc.
|
BUY
|
- |
125KNew |
$25.9M - $29.4M
|
125K
$43.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
119KNew |
$24.7M - $28.1M
|
119K
$41.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
115K+ 11.23% |
$23.7M - $27M
|
1.14M
$393M
|
|
|
Feb 10, 2023
Q4 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
97.2K+ 78.24% |
$20.1M - $22.9M
|
221K
$76.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
89.7KNew |
$18.5M - $21.1M
|
89.7K
$31M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
84.9K+ 30.14% |
$17.6M - $20M
|
367K
$127M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
82.3K+ 396.81% |
$17M - $19.4M
|
103K
$35.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
66.1K+ 32.41% |
$13.7M - $15.6M
|
270K
$93.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
65.1KNew |
$13.5M - $15.3M
|
65.1K
$22.5M
|
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
65.1KNew |
$13.5M - $15.3M
|
65.1K
$22.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
63.1K+ 78.41% |
$13.1M - $14.9M
|
144K
$49.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
57.1KNew |
$11.8M - $13.5M
|
57.1K
$19.8M
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
56.8K+ 131.52% |
$11.7M - $13.4M
|
99.9K
$34.6M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
52.8KNew |
$10.9M - $12.4M
|
52.8K
$18.3M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
46.5K+ 94.38% |
$9.62M - $10.9M
|
95.8K
$33.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
44.4K+ 623.17% |
$9.18M - $10.4M
|
51.5K
$17.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
41.4KNew |
$8.56M - $9.75M
|
41.4K
$14.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
36.1KNew |
$7.48M - $8.51M
|
36.1K
$12.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
34.3KNew |
$7.11M - $8.09M
|
34.3K
$11.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.3K+ 22.8% |
$7.09M - $8.07M
|
185K
$63.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Strategic Investment Management, LLC
|
BUY
|
- |
33.6K+ 329.44% |
$6.95M - $7.9M
|
43.8K
$15.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
32.8K+ 496.52% |
$6.78M - $7.72M
|
39.4K
$13.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
32.7K+ 1209.18% |
$6.76M - $7.69M
|
35.4K
$12.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
32K+ 15.46% |
$6.61M - $7.53M
|
239K
$82.6M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
31.3K+ 34.67% |
$6.47M - $7.36M
|
121K
$42M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
29.6K+ 1939.48% |
$6.12M - $6.96M
|
31.1K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
29.3K+ 124.38% |
$6.06M - $6.89M
|
52.8K
$18.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
27.9K+ 284.38% |
$5.78M - $6.58M
|
37.8K
$13.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
27.5K+ 98.97% |
$5.69M - $6.48M
|
55.3K
$19.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
27.4KNew |
$5.67M - $6.45M
|
27.4K
$9.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
BUY
|
- |
26.7K+ 901.69% |
$5.52M - $6.28M
|
29.7K
$10.3M
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
23.3KNew |
$4.81M - $5.48M
|
23.3K
$8.05M
|
|
|
May 03, 2023
Q4 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
22.2K+ 440.52% |
$4.58M - $5.22M
|
27.2K
$9.4M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
21KNew |
$4.35M - $4.95M
|
21K
$7.27M
|
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
20.5K+ 78.25% |
$4.24M - $4.83M
|
46.7K
$16.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
20.3K+ 27.85% |
$4.21M - $4.79M
|
93.3K
$32.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
20.3K+ 305.82% |
$4.2M - $4.79M
|
27K
$9.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.4K+ 96.08% |
$4.02M - $4.58M
|
39.7K
$13.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19K+ 4.37% |
$3.93M - $4.47M
|
453K
$157M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
16.6K+ 181.12% |
$3.43M - $3.91M
|
25.7K
$8.91M
|