Purchases and Sales Made in Q4 2022 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 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 16, 2023 Q4 2022
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
16K
+ 1010.75%
$3.31M - $3.77M
17.6K $6.08M
Feb 10, 2023 Q4 2022
Sei Investments CO

Oaks, PA
BUY
 -
16K
New
$3.31M - $3.76M
16K $5.53M
Feb 07, 2023 Q4 2022
Envestnet Asset Management Inc

BUY
 -
15.9K
+ 7.35%
$3.29M - $3.74M
232K $80.3M
Jan 27, 2023 Q4 2022
Btc Capital Management, Inc.

BUY
 -
15.6K
New
$3.23M - $3.67M
15.6K $5.4M
Feb 10, 2023 Q4 2022
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
15.5K
+ 2141.57%
$3.21M - $3.65M
16.2K $5.61M
Feb 13, 2023 Q4 2022
Northern Trust Corp

Chicago, IL
BUY
 -
15.2K
+ 1.37%
$3.15M - $3.58M
1.12M $388M
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
15K
+ 4.93%
$3.11M - $3.54M
320K $111M
Feb 09, 2023 Q4 2022
Everhart Financial Group, Inc.

BUY
 -
14.8K
New
$3.05M - $3.48M
14.8K $5.11M
Feb 10, 2023 Q4 2022
Lcnb Corp

Lebanon, OH
BUY
 -
13.7K
+ 136.6%
$2.84M - $3.23M
23.8K $8.23M
Feb 10, 2023 Q4 2022
First Horizon Advisors, Inc.

BUY
 -
12.7K
+ 26.93%
$2.63M - $2.99M
59.9K $20.7M
Feb 14, 2023 Q4 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
12.1K
+ 18.3%
$2.51M - $2.86M
78.5K $27.2M
Feb 13, 2023 Q4 2022
Us Bancorp \De\

BUY
 -
12.1K
+ 11.98%
$2.5M - $2.85M
113K $39.1M
Feb 14, 2023 Q4 2022
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
11.6K
+ 336.47%
$2.41M - $2.74M
15.1K $5.22M
Jan 18, 2023 Q4 2022
Family Asset Management, LLC

Charleston, SC
BUY
 -
11.4K
New
$2.35M - $2.68M
11.4K $3.93M
Feb 03, 2023 Q4 2022
St. Louis Trust CO

BUY
 -
11.3K
+ 94.57%
$2.34M - $2.66M
23.3K $8.05M
Feb 14, 2023 Q4 2022
Alliancebernstein L.P.

New York, NY
BUY
 -
11.3K
+ 74.6%
$2.33M - $2.66M
26.4K $9.13M
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
10.9K
+ 4.15%
$2.26M - $2.57M
274K $94.9M
Jan 24, 2023 Q4 2022
Lindbrook Capital, LLC

BUY
 -
9.78K
New
$2.02M - $2.3M
9.78K $3.38M
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

BUY
 -
9.77K
+ 133.55%
$2.02M - $2.3M
17.1K $5.91M
Feb 07, 2023 Q4 2022
Diamond Hill Capital Management Inc

Columbus, OH
BUY
 -
9.64K
New
$2M - $2.27M
9.64K $3.34M
Feb 02, 2023 Q4 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
9.63K
New
$1.99M - $2.27M
9.63K $3.33M
Feb 10, 2023 Q4 2022
Clearbridge Investments, LLC

New York, NY
BUY
 -
9.34K
New
$1.93M - $2.2M
9.34K $3.23M
Jan 31, 2023 Q4 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
9.27K
New
$1.92M - $2.18M
9.27K $3.21M
Jan 24, 2023 Q4 2022
Norris Perne & French LLP

Grand Rapids, MI
BUY
 -
9.2K
+ 69.86%
$1.9M - $2.17M
22.4K $7.74M
Feb 02, 2023 Q4 2022
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
9.02K
+ 847.04%
$1.87M - $2.12M
10.1K $3.49M
Jan 31, 2023 Q4 2022
Balentine LLC

Atlanta, GA
BUY
 -
9K
+ 28.98%
$1.86M - $2.12M
40.1K $13.9M
Feb 14, 2023 Q4 2022
Rmb Capital Management, LLC

BUY
 -
8.34K
+ 132.15%
$1.73M - $1.96M
14.7K $5.07M
Feb 09, 2023 Q4 2022
Victory Capital Management Inc

BUY
 -
8.18K
+ 32.46%
$1.69M - $1.93M
33.4K $11.5M
Feb 14, 2023 Q4 2022
Knightsbridge Asset Management, LLC

Newport Beach, CA
BUY
 -
7.9K
+ 724.95%
$1.63M - $1.86M
8.99K $3.11M
Feb 06, 2023 Q4 2022
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
7.72K
New
$1.6M - $1.82M
7.72K $2.67M
Feb 07, 2023 Q4 2022
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
7.69K
New
$1.59M - $1.81M
7.69K $2.66M
Jan 10, 2023 Q4 2022
Single Point Partners, LLC

BUY
 -
7.05K
+ 186.66%
$1.46M - $1.66M
10.8K $3.75M
Feb 06, 2023 Q4 2022
Synovus Financial Corp

Columbus, GA
BUY
 -
6.65K
+ 5.97%
$1.38M - $1.57M
118K $40.9M
Feb 09, 2023 Q4 2022
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
6.39K
New
$1.32M - $1.5M
6.39K $2.21M
Feb 14, 2023 Q4 2022
Hoyle Cohen, LLC

BUY
 -
6.3K
New
$1.3M - $1.48M
6.3K $2.18M
Sep 05, 2023 Q4 2022
Silvia Mccoll Wealth Management, LLC

San Diego, CA
BUY
 -
5.8K
New
$1.2M - $1.37M
5.8K $2.01M
Jan 25, 2023 Q4 2022
Verum Partners LLC

Charlotte, NC
BUY
 -
5.74K
New
$1.19M - $1.35M
5.74K $1.99M
Feb 14, 2023 Q4 2022
Belvedere Trading LLC

BUY
 -
5.66K
New
$1.17M - $1.33M
5.66K $1.96M
Feb 14, 2023 Q4 2022
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
5.39K
+ 53.25%
$1.12M - $1.27M
15.5K $5.37M
Feb 14, 2023 Q4 2022
Laird Norton Trust Company, LLC

BUY
 -
5.26K
+ 8.31%
$1.09M - $1.24M
68.6K $23.7M
Feb 07, 2023 Q4 2022
Sentinel Trust CO Lba

Houston, TX
BUY
 -
5.22K
+ 1.93%
$1.08M - $1.23M
276K $95.6M
Aug 29, 2023 Q4 2022
Sterling Financial Group, Inc.

Pasadena, CA
BUY
 -
5K
New
$1.03M - $1.18M
5K $1.73M
Nov 14, 2024 Q4 2022
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
4.91K
+ 77.08%
$1.02M - $1.16M
11.3K $3.9M
Feb 08, 2023 Q4 2022
Ubs Group Ag

BUY
 -
4.9K
+ 0.86%
$1.01M - $1.15M
574K $199M
Feb 14, 2023 Q4 2022
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
4.67K
+ 295.51%
$966K - $1.1M
6.25K $2.16M
Feb 14, 2023 Q4 2022
Fiduciary Management Inc

Milwaukee, WI
BUY
 -
4.6K
New
$951K - $1.08M
4.6K $1.59M
Jan 17, 2023 Q4 2022
Forte Asset Management LLC

BUY
 -
4.46K
+ 13.43%
$924K - $1.05M
37.7K $13M
Feb 03, 2023 Q4 2022
Pinnacle Financial Partners Inc

BUY
 -
4.16K
+ 104.5%
$860K - $979K
8.14K $2.81M
Jun 25, 2024 Q4 2022
Sensible Money, LLC

Scottsdale, AZ
BUY
 -
4.04K
New
$836K - $952K
4.04K $1.4M

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