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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
BUY
|
- |
3.8K+ 4.4% |
$787K - $895K
|
90.3K
$31.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.8KNew |
$785K - $894K
|
3.8K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
3.6K+ 645.34% |
$745K - $848K
|
4.16K
$1.44M
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
3.5K+ 350.0% |
$724K - $824K
|
4.5K
$1.56M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
3.48KNew |
$720K - $820K
|
3.48K
$1.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.47K+ 8.28% |
$718K - $817K
|
45.4K
$15.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
3.38KNew |
$700K - $796K
|
3.38K
$1.17M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.34K+ 2.95% |
$692K - $787K
|
117K
$40.4M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.22KNew |
$666K - $758K
|
3.22K
$1.11M
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
3.22KNew |
$665K - $757K
|
3.22K
$1.11M
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
3.19K+ 0.73% |
$659K - $750K
|
440K
$152M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
3.18K+ 9.96% |
$657K - $748K
|
35.1K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.11K+ 1.51% |
$644K - $733K
|
210K
$72.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.97K+ 71.95% |
$615K - $700K
|
7.11K
$2.46M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.91K+ 145.4% |
$602K - $685K
|
4.91K
$1.7M
|
|
|
Jan 06, 2023
Q4 2022
|
Epiq Partners, LLC
|
BUY
|
- |
2.78K+ 16.26% |
$574K - $653K
|
19.8K
$6.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.69K+ 204.49% |
$556K - $633K
|
4K
$1.39M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.47KNew |
$512K - $583K
|
2.47K
$856K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
2.38K+ 12.91% |
$493K - $561K
|
20.9K
$7.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2.32KNew |
$481K - $547K
|
2.32K
$804K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
2.21KNew |
$456K - $519K
|
2.21K
$763K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.18K+ 46.13% |
$451K - $514K
|
6.91K
$2.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.02KNew |
$417K - $475K
|
2.02K
$698K
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.96KNew |
$406K - $462K
|
1.96K
$679K
|
|
|
Feb 14, 2023
Q4 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.95K+ 0.48% |
$403K - $458K
|
409K
$141M
|
|
|
Feb 13, 2023
Q4 2022
|
Gould Capital, LLC
|
BUY
|
- |
1.92K+ 120.3% |
$397K - $452K
|
3.52K
$1.22M
|
|
|
Dec 06, 2024
Q4 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
1.89K+ 10.25% |
$391K - $446K
|
20.4K
$7.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.87K+ 0.97% |
$387K - $440K
|
194K
$67.2M
|
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.85KNew |
$382K - $435K
|
1.85K
$639K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.85K+ 1.26% |
$382K - $434K
|
149K
$51.5M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.78KNew |
$367K - $418K
|
1.78K
$614K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
1.76K+ 39.14% |
$365K - $415K
|
6.27K
$2.17M
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
1.72K+ 10.2% |
$356K - $405K
|
18.6K
$6.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.72KNew |
$356K - $405K
|
1.72K
$595K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
1.69KNew |
$349K - $397K
|
1.69K
$584K
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
1.65K+ 49.82% |
$341K - $388K
|
4.96K
$1.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Management, Inc.
Jupiter, FL |
BUY
|
- |
1.63KNew |
$338K - $385K
|
1.63K
$565K
|
|
|
Feb 10, 2023
Q4 2022
|
New South Capital Management Inc
Memphis, TN |
BUY
|
- |
1.62KNew |
$336K - $382K
|
1.62K
$561K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.61KNew |
$334K - $380K
|
1.61K
$558K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.57KNew |
$324K - $369K
|
1.57K
$542K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.55K+ 279.93% |
$320K - $365K
|
2.1K
$727K
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.47K+ 119.08% |
$305K - $347K
|
2.71K
$938K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.46KNew |
$302K - $344K
|
1.46K
$505K
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
1.45KNew |
$300K - $342K
|
1.45K
$502K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.45KNew |
$300K - $341K
|
1.45K
$501K
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.45K+ 2.84% |
$300K - $341K
|
52.4K
$18.1M
|
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.44KNew |
$298K - $340K
|
1.44K
$499K
|
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
BUY
|
- |
1.44K+ 1.92% |
$297K - $338K
|
76.3K
$26.4M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.44KNew |
$297K - $338K
|
1.44K
$497K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.43K+ 0.48% |
$296K - $336K
|
300K
$104M
|