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
Jan 26, 2023 Q4 2022
Comerica Bank

BUY
 -
1.42K
+ 4.91%
$294K - $335K
30.4K $10.5M
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
1.4K
New
$290K - $330K
1.4K $485K
Jan 25, 2023 Q4 2022
First American Trust, Fsb

BUY
 -
1.39K
New
$288K - $328K
1.39K $482K
May 04, 2023 Q4 2022
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
1.38K
New
$286K - $326K
1.38K $479K
Feb 14, 2023 Q4 2022
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
1.38K
New
$285K - $324K
1.38K $476K
Feb 14, 2023 Q4 2022
Evercore Wealth Management, LLC

New York, NY
BUY
 -
1.36K
+ 41.78%
$281K - $320K
4.61K $1.59M
Feb 16, 2023 Q4 2022
Bensler, LLC

Bellevue, WA
BUY
 -
1.33K
New
$275K - $312K
1.33K $459K
Jan 24, 2023 Q4 2022
Park Avenue Securities LLC

BUY
 -
1.2K
New
$248K - $283K
1.2K $415K
Feb 15, 2023 Q4 2022
Georgetown University

Washington, DC
BUY
 -
1.16K
+ 0.48%
$239K - $272K
240K $83M
Feb 14, 2023 Q4 2022
Mairs & Power Inc

St Paul, MN
BUY
 -
1.12K
New
$231K - $263K
1.12K $386K
May 11, 2023 Q4 2022
Sebold Capital Management, Inc.

Lisle, IL
BUY
 -
1.08K
New
$223K - $254K
1.08K $373K
Jan 26, 2023 Q4 2022
Alta Capital Management LLC

BUY
 -
1.08K
New
$222K - $253K
1.08K $372K
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
1.04K
+ 83.71%
$216K - $246K
2.29K $792K
Jan 25, 2023 Q4 2022
Fifth Third Bancorp

BUY
 -
1.04K
+ 1.07%
$215K - $245K
98K $33.9M
Jan 12, 2023 Q4 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.04K
New
$215K - $244K
1.04K $359K
Feb 14, 2023 Q4 2022
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
1.03K
New
$213K - $242K
1.03K $356K
Jan 10, 2023 Q4 2022
Apella Capital, LLC

BUY
 -
1.02K
+ 17.15%
$211K - $240K
6.97K $2.41M
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

BUY
 -
974
+ 1.61%
$202K - $229K
61.4K $21.2M
Feb 13, 2023 Q4 2022
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
967
New
$200K - $228K
967 $335K
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
963
+ 96300.0%
$199K - $227K
964 $333K
Feb 10, 2023 Q4 2022
Associated Banc Corp

Green Bay, WI
BUY
 -
962
New
$199K - $227K
962 $333K
Jan 24, 2023 Q4 2022
Forum Financial Management, LP

Lombard, IL
BUY
 -
952
New
$197K - $224K
952 $329K
Feb 14, 2023 Q4 2022
Quantitative Advantage, LLC

Minnetonka, MN
BUY
 -
950
+ 1.0%
$197K - $224K
95.9K $33.2M
Feb 13, 2023 Q4 2022
Penobscot Investment Management Company, Inc.

Boston, MA
BUY
 -
943
New
$195K - $222K
943 $326K
Feb 14, 2023 Q4 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
926
+ 6.47%
$192K - $218K
15.2K $5.27M
Jan 23, 2023 Q4 2022
Paces Ferry Wealth Advisors, LLC

BUY
 -
922
New
$191K - $217K
922 $319K
Jan 10, 2023 Q4 2022
Thomasville National Bank

BUY
 -
919
New
$190K - $216K
919 $318K
Feb 14, 2023 Q4 2022
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
910
New
$188K - $214K
910 $315K
Feb 01, 2023 Q4 2022
Cwm, LLC

BUY
 -
901
+ 2.56%
$186K - $212K
36K $12.5M
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

BUY
 -
855
+ 4071.43%
$177K - $201K
876 $303K
Feb 13, 2023 Q4 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
787
+ 1.71%
$163K - $185K
46.8K $16.2M
Feb 01, 2023 Q4 2022
Ipswich Investment Management Co., Inc.

BUY
 -
755
+ 1.93%
$156K - $178K
39.9K $13.8M
Jan 27, 2023 Q4 2022
Badgley Phelps Wealth Managers, LLC

BUY
 -
735
+ 22.36%
$152K - $173K
4.02K $1.39M
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
708
+ 212.61%
$146K - $167K
1.04K $360K
Feb 02, 2023 Q4 2022
Forvis Wealth Advisors, LLC

BUY
 -
677
+ 1.13%
$140K - $159K
60.4K $20.9M
Feb 15, 2023 Q4 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
669
+ 0.89%
$138K - $158K
75.9K $26.3M
Jan 12, 2023 Q4 2022
Rvw Wealth, LLC

BUY
 -
660
+ 36.83%
$137K - $155K
2.45K $848K
Sep 05, 2024 Q4 2022
Granite Fo LLC

Bedford, NH
BUY
 -
612
New
$127K - $144K
612 $212K
Feb 10, 2023 Q4 2022
12th Street Asset Management Company, LLC

Nashville, TN
BUY
 -
571
+ 38.5%
$118K - $134K
2.05K $711K
Feb 07, 2023 Q4 2022
Cutler Group LP

BUY
 -
549
New
$114K - $129K
549 $190K
Feb 13, 2023 Q4 2022
Betterment LLC

New York, NY
BUY
 -
547
+ 25.66%
$113K - $129K
2.68K $927K
Feb 03, 2023 Q4 2022
Grove Bank & Trust

BUY
 -
515
New
$107K - $121K
515 $178K
Feb 14, 2023 Q4 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
512
+ 3.28%
$106K - $121K
16.1K $5.58M
Feb 08, 2023 Q4 2022
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
501
+ 10.73%
$104K - $118K
5.17K $1.79M
Feb 02, 2023 Q4 2022
Mission Wealth Management, LP

BUY
 -
497
+ 4.97%
$103K - $117K
10.5K $3.63M
Feb 02, 2023 Q4 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
435
+ 21.59%
$90K - $102K
2.45K $848K
Jan 18, 2023 Q4 2022
Congress Asset Management CO

BUY
 -
435
+ 43.5%
$90K - $102K
1.44K $496K
Feb 02, 2023 Q4 2022
Wealthstream Advisors, Inc.

BUY
 -
423
+ 0.77%
$87.5K - $99.6K
55K $19M
Jan 27, 2023 Q4 2022
Ballentine Partners, LLC

Waltham, MA
BUY
 -
420
+ 0.24%
$86.9K - $98.9K
175K $60.7M

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