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 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.82% |
$207 - $235
|
56
$19.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
1New |
$207 - $235
|
1
$346
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 1.03% |
$207 - $235
|
98
$33.9K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.22% |
$207 - $235
|
457
$158K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.4% |
$207 - $235
|
254
$87.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1+ 0.01% |
$207 - $235
|
13.8K
$4.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1- 0.12% |
$207 - $235
|
814
$282K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2- 0.02% |
$414 - $471
|
13.1K
$4.54M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-2- 0.02% |
$414 - $471
|
10.4K
$3.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-4- 1.61% |
$828 - $942
|
244
$84.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-4- 0.17% |
$828 - $942
|
2.29K
$792K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4- 0.31% |
$828 - $942
|
1.27K
$440K
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-5- 0.41% |
$1.03K - $1.18K
|
1.23K
$424K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$1.03K - $1.18K
|
6.58K
$2.28M
|
|
|
Jan 12, 2023
Q4 2022
|
Mason & Associates Inc
|
SELL
|
- |
-6- 0.15% |
$1.24K - $1.41K
|
4.1K
$1.42M
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-8- 0.71% |
$1.66K - $1.88K
|
1.13K
$390K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9- 7.09% |
$1.86K - $2.12K
|
118
$40.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9- 0.3% |
$1.86K - $2.12K
|
2.98K
$1.03M
|
|
|
Mar 22, 2023
Q4 2022
|
Campion Asset Management
|
SELL
|
- |
-9- 0.93% |
$1.86K - $2.12K
|
959
$332K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-11- 0.38% |
$2.28K - $2.59K
|
2.9K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-12- 2.82% |
$2.48K - $2.83K
|
413
$143K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-13- 0.08% |
$2.69K - $3.06K
|
15.5K
$5.36M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-14- 0.56% |
$2.9K - $3.3K
|
2.48K
$858K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-18- 0.36% |
$3.72K - $4.24K
|
5.03K
$1.74M
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-20- 29.41% |
$4.14K - $4.71K
|
48
$16.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-20- 0.09% |
$4.14K - $4.71K
|
22.9K
$7.93M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Planning Group
|
SELL
|
- |
-20- 0.65% |
$4.14K - $4.71K
|
3.05K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
SELL
|
- |
-20- 25.0% |
$4.14K - $4.71K
|
60
$20.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-23- 20.72% |
$4.76K - $5.42K
|
88
$30.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-24- 7.12% |
$4.97K - $5.65K
|
313
$108K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-24- 2.42% |
$4.97K - $5.65K
|
966
$334K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-24- 0.09% |
$4.97K - $5.65K
|
25.7K
$8.88M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-25- 0.1% |
$5.17K - $5.89K
|
24.5K
$8.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-25- 20.0% |
$5.17K - $5.89K
|
100
$34.6K
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-33- 1.4% |
$6.83K - $7.77K
|
2.33K
$806K
|
|
|
Feb 13, 2023
Q4 2022
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-35- 1.2% |
$7.24K - $8.24K
|
2.87K
$993K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-36- 1.85% |
$7.45K - $8.48K
|
1.91K
$659K
|
|
|
Jan 03, 2023
Q4 2022
|
Red Spruce Capital, LLC
|
SELL
|
- |
-36- 0.55% |
$7.45K - $8.48K
|
6.55K
$2.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-42- 2.05% |
$8.69K - $9.89K
|
2.01K
$695K
|
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-44- 2.32% |
$9.1K - $10.4K
|
1.85K
$640K
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-48- 1.13% |
$9.93K - $11.3K
|
4.19K
$1.45M
|
|
|
Jan 11, 2023
Q4 2022
|
Stairway Partners, LLC
|
SELL
|
- |
-50- 0.06% |
$10.3K - $11.8K
|
82.5K
$28.6M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-54- 5.31% |
$11.2K - $12.7K
|
963
$333K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-54- 2.12% |
$11.2K - $12.7K
|
2.49K
$861K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-58- 0.06% |
$12K - $13.7K
|
92.2K
$31.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-60- 0.76% |
$12.4K - $14.1K
|
7.84K
$2.71M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-62- 1.55% |
$12.8K - $14.6K
|
3.94K
$1.36M
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-70- 0.78% |
$14.5K - $16.5K
|
8.85K
$3.06M
|