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 31, 2023
Q4 2022
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
363+ 4.73% |
$75.1K - $85.5K
|
8.04K
$2.78M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
350+ 3.21% |
$72.4K - $82.4K
|
11.2K
$3.89M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
330+ 3.32% |
$68.3K - $77.7K
|
10.3K
$3.55M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
314+ 12.55% |
$65K - $73.9K
|
2.82K
$974K
|
|
|
Jan 10, 2023
Q4 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
313+ 5.75% |
$64.8K - $73.7K
|
5.76K
$1.99M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
304+ 4.47% |
$62.9K - $71.6K
|
7.1K
$2.46M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
300New |
$62.1K - $70.6K
|
300
$104K
|
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
295+ 0.74% |
$61K - $69.5K
|
40.2K
$13.9M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
293New |
$60.6K - $69K
|
293
$101K
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
293+ 1.6% |
$60.6K - $69K
|
18.6K
$6.44M
|
|
|
Feb 14, 2023
Q4 2022
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
288New |
$59.6K - $67.8K
|
288
$99.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
282New |
$58.3K - $66.4K
|
282
$97.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
276New |
$57.1K - $65K
|
276
$95.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
268+ 0.22% |
$55.4K - $63.1K
|
120K
$41.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
259New |
$53.6K - $61K
|
259
$89.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
251New |
$51.9K - $59.1K
|
251
$86.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
245+ 13.43% |
$50.7K - $57.7K
|
2.07K
$716K
|
|
|
Feb 12, 2024
Q4 2022
|
Ashford Advisors, LLC
|
BUY
|
- |
240+ 11.81% |
$49.7K - $56.5K
|
2.27K
$786K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
219+ 0.09% |
$45.3K - $51.6K
|
255K
$88.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
218+ 5.68% |
$45.1K - $51.3K
|
4.05K
$1.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
215+ 7.89% |
$44.5K - $50.6K
|
2.94K
$1.02M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
214+ 2.03% |
$44.3K - $50.4K
|
10.8K
$3.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
213+ 6.9% |
$44.1K - $50.2K
|
3.3K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
205New |
$42.4K - $48.3K
|
205
$70.9K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
198+ 6.07% |
$41K - $46.6K
|
3.46K
$1.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
196+ 12.93% |
$40.6K - $46.2K
|
1.71K
$592K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
195New |
$40.3K - $45.9K
|
195
$67.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
190+ 6.44% |
$39.3K - $44.7K
|
3.14K
$1.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
175+ 8.14% |
$36.2K - $41.2K
|
2.33K
$804K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
165New |
$34.1K - $38.9K
|
165
$57.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
160+ 1.08% |
$33.1K - $37.7K
|
15K
$5.19M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
146New |
$30.2K - $34.4K
|
146
$50.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
145New |
$30K - $34.1K
|
145
$50.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
140+ 8.48% |
$29K - $33K
|
1.79K
$619K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
139+ 0.08% |
$28.8K - $32.7K
|
174K
$60.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
130+ 1.1% |
$26.9K - $30.6K
|
11.9K
$4.13M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
123+ 1.91% |
$25.4K - $29K
|
6.57K
$2.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
116+ 1.17% |
$24K - $27.3K
|
10K
$3.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
116+ 6.32% |
$24K - $27.3K
|
1.95K
$675K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
106New |
$21.9K - $25K
|
106
$36.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
100+ 0.92% |
$20.7K - $23.5K
|
10.9K
$3.78M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
97+ 4.31% |
$20.1K - $22.8K
|
2.35K
$811K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
93+ 2.36% |
$19.2K - $21.9K
|
4.04K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
90New |
$18.6K - $21.2K
|
90
$31.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
90+ 5.92% |
$18.6K - $21.2K
|
1.61K
$557K
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
83+ 0.45% |
$17.2K - $19.5K
|
18.6K
$6.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
83+ 100.0% |
$17.2K - $19.5K
|
166
$57.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Sl Advisors, LLC
|
BUY
|
- |
82+ 0.96% |
$17K - $19.3K
|
8.65K
$2.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
75+ 1.7% |
$15.5K - $17.7K
|
4.49K
$1.55M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
70+ 0.3% |
$14.5K - $16.5K
|
23K
$7.97M
|