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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-70- 17.77% |
$14.5K - $16.5K
|
324
$112K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-73- 8.22% |
$15.1K - $17.2K
|
815
$282K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-78- 7.36% |
$16.1K - $18.4K
|
982
$340K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-80- 3.1% |
$16.6K - $18.8K
|
2.5K
$865K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-83- 3.57% |
$17.2K - $19.5K
|
2.25K
$777K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-85- 5.63% |
$17.6K - $20K
|
1.42K
$493K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-88- 6.91% |
$18.2K - $20.7K
|
1.19K
$410K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-91- 2.09% |
$18.8K - $21.4K
|
4.27K
$1.48M
|
|
|
Jan 10, 2023
Q4 2022
|
Jvl Associates LLC
|
SELL
|
- |
-92- 0.31% |
$19K - $21.7K
|
29.1K
$10.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-96- 8.82% |
$19.9K - $22.6K
|
993
$344K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-97- 1.16% |
$20.1K - $22.8K
|
8.28K
$2.86M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-98- 0.08% |
$20.3K - $23.1K
|
119K
$41M
|
|
|
Feb 15, 2023
Q4 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-98- 0.08% |
$20.3K - $23.1K
|
119K
$41M
|
|
|
Jan 26, 2023
Q4 2022
|
Wind River Trust CO
|
SELL
|
- |
-100- 0.08% |
$20.7K - $23.5K
|
125K
$43.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-100- 8.44% |
$20.7K - $23.5K
|
1.09K
$375K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-101- 5.47% |
$20.9K - $23.8K
|
1.74K
$603K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-101- 1.31% |
$20.9K - $23.8K
|
7.62K
$2.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-102- 2.97% |
$21.1K - $24K
|
3.33K
$1.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Dempze Nancy E
|
SELL
|
- |
-103- 4.67% |
$21.3K - $24.3K
|
2.1K
$727K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-105- 14.23% |
$21.7K - $24.7K
|
633
$219K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-110- 1.83% |
$22.8K - $25.9K
|
5.89K
$2.04M
|
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-112- 2.38% |
$23.2K - $26.4K
|
4.6K
$1.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-120- 6.61% |
$24.8K - $28.3K
|
1.7K
$586K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-138- 57.98% |
$28.6K - $32.5K
|
100
$34.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Ashford Advisors, LLC
|
SELL
|
- |
-140- 5.8% |
$29K - $33K
|
2.27K
$786K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-157- 6.08% |
$32.5K - $37K
|
2.43K
$840K
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-157- 1.74% |
$32.5K - $37K
|
8.86K
$3.06M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-164- 0.29% |
$33.9K - $38.6K
|
56.1K
$19.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-172- 1.63% |
$35.6K - $40.5K
|
10.4K
$3.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-177- 2.88% |
$36.6K - $41.7K
|
5.97K
$2.07M
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-198- 15.25% |
$41K - $46.6K
|
1.1K
$381K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-210- 1.49% |
$43.4K - $49.4K
|
13.9K
$4.8M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-219- 4.2% |
$45.3K - $51.6K
|
5K
$1.73M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-222- 1.14% |
$45.9K - $52.3K
|
19.3K
$6.66M
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-223- 2.07% |
$46.1K - $52.5K
|
10.6K
$3.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-226- 5.14% |
$46.8K - $53.2K
|
4.17K
$1.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-228- 18.57% |
$47.2K - $53.7K
|
1K
$346K
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-229- 85.45% |
$47.4K - $53.9K
|
39
$13.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-241- 2.81% |
$49.9K - $56.7K
|
8.35K
$2.89M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-255- 6.29% |
$52.8K - $60K
|
3.8K
$1.32M
|
|
|
Jan 17, 2023
Q4 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-256- 15.8% |
$53K - $60.3K
|
1.36K
$472K
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-275- 21.19% |
$56.9K - $64.8K
|
1.02K
$354K
|
|
|
Jan 23, 2023
Q4 2022
|
Xponance, Inc.
|
SELL
|
- |
-277- 4.71% |
$57.3K - $65.2K
|
5.61K
$1.94M
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-284- 4.12% |
$58.8K - $66.9K
|
6.62K
$2.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-286- 4.93% |
$59.2K - $67.3K
|
5.51K
$1.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-288- 2.57% |
$59.6K - $67.8K
|
10.9K
$3.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-300- 85.71% |
$62.1K - $70.6K
|
50
$17.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-300- 5.48% |
$62.1K - $70.6K
|
5.18K
$1.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
SELL
|
- |
-304- 0.46% |
$62.9K - $71.6K
|
66.4K
$23M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-310- 6.11% |
$64.1K - $73K
|
4.76K
$1.65M
|