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
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
58+ 5.69% |
$12K - $13.7K
|
1.08K
$373K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
52+ 0.48% |
$10.8K - $12.2K
|
10.9K
$3.77M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
51New |
$10.6K - $12K
|
51
$17.6K
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
51+ 2.59% |
$10.6K - $12K
|
2.02K
$700K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
50+ 39.06% |
$10.3K - $11.8K
|
178
$61.6K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
47New |
$9.72K - $11.1K
|
47
$16.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
BUY
|
- |
47+ 4.73% |
$9.72K - $11.1K
|
1.04K
$360K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
39New |
$8.07K - $9.18K
|
39
$13.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
33+ 0.26% |
$6.83K - $7.77K
|
12.9K
$4.46M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
30+ 0.37% |
$6.21K - $7.06K
|
8.22K
$2.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
29+ 0.95% |
$6K - $6.83K
|
3.09K
$1.07M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
28+ 0.88% |
$5.79K - $6.59K
|
3.21K
$1.11M
|
|
|
Jan 19, 2023
Q4 2022
|
Nvest Financial, LLC
|
BUY
|
- |
26+ 0.47% |
$5.38K - $6.12K
|
5.5K
$1.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
24+ 0.44% |
$4.97K - $5.65K
|
5.44K
$1.88M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
23+ 0.64% |
$4.76K - $5.42K
|
3.61K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
22+ 0.89% |
$4.55K - $5.18K
|
2.49K
$861K
|
|
|
Feb 15, 2023
Q4 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
22+ 0.98% |
$4.55K - $5.18K
|
2.27K
$785K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
20+ 0.48% |
$4.14K - $4.71K
|
4.19K
$1.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
18+ 0.31% |
$3.72K - $4.24K
|
5.85K
$2.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
18+ 0.32% |
$3.72K - $4.24K
|
5.59K
$1.93M
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
16+ 0.92% |
$3.31K - $3.77K
|
1.75K
$605K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
15+ 0.93% |
$3.1K - $3.53K
|
1.63K
$565K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
15+ 0.01% |
$3.1K - $3.53K
|
178K
$61.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13+ 1.35% |
$2.69K - $3.06K
|
979
$339K
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
13+ 0.22% |
$2.69K - $3.06K
|
5.97K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
12New |
$2.48K - $2.83K
|
12
$4.15K
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
12+ 0.34% |
$2.48K - $2.83K
|
3.57K
$1.23M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10+ 0.31% |
$2.07K - $2.35K
|
3.22K
$1.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
10+ 1.46% |
$2.07K - $2.35K
|
694
$240K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.73% |
$2.07K - $2.35K
|
1.37K
$475K
|
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
9+ 0.34% |
$1.86K - $2.12K
|
2.69K
$929K
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.46% |
$1.86K - $2.12K
|
1.97K
$682K
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
9+ 0.67% |
$1.86K - $2.12K
|
1.35K
$467K
|
|
|
Feb 13, 2023
Q4 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.47% |
$1.66K - $1.88K
|
1.7K
$588K
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
7+ 0.06% |
$1.45K - $1.65K
|
11.2K
$3.89M
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
6+ 0.02% |
$1.24K - $1.41K
|
33.6K
$11.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
5+ 0.15% |
$1.03K - $1.18K
|
3.23K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
5+ 0.42% |
$1.03K - $1.18K
|
1.19K
$411K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
4+ 0.23% |
$828 - $942
|
1.78K
$616K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3+ 0.14% |
$621 - $706
|
2.22K
$768K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
3+ 0.06% |
$621 - $706
|
4.75K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3+ 0.07% |
$621 - $706
|
4.53K
$1.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 1.08% |
$621 - $706
|
280
$96.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3+ 0.27% |
$621 - $706
|
1.1K
$380K
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.53% |
$414 - $471
|
378
$131K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.06% |
$414 - $471
|
3.29K
$1.14M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2+ 0.15% |
$414 - $471
|
1.35K
$467K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.92% |
$414 - $471
|
219
$75.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.32% |
$414 - $471
|
627
$217K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.01% |
$207 - $235
|
13.3K
$4.59M
|