Purchases and Sales Made in Q4 2023 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.85K- 2.51% |
$669K - $784K
|
111K
$38.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-2.85K- 2.51% |
$669K - $784K
|
111K
$38.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-3K- 7.59% |
$703K - $825K
|
36.5K
$12.7M
|
|
|
Feb 09, 2024
Q4 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-3.06K- 7.28% |
$716K - $840K
|
38.9K
$13.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.13K- 3.3% |
$734K - $861K
|
91.8K
$32M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-3.15K- 0.75% |
$738K - $865K
|
417K
$145M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-3.49K- 37.09% |
$818K - $960K
|
5.92K
$2.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-3.5K- 8.7% |
$820K - $962K
|
36.7K
$12.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
SELL
|
- |
-3.56K- 1.62% |
$833K - $977K
|
215K
$75M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.57K- 4.03% |
$837K - $982K
|
85K
$29.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.74K- 2.14% |
$877K - $1.03M
|
171K
$59.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.94K- 49.33% |
$923K - $1.08M
|
4.04K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.98K- 3.1% |
$932K - $1.09M
|
124K
$43.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
SELL
|
- |
-4.24K- 6.71% |
$993K - $1.17M
|
58.9K
$20.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-4.24K- 7.44% |
$994K - $1.17M
|
52.7K
$18.4M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-4.47K- 9.8% |
$1.05M - $1.23M
|
41.2K
$14.3M
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.69K- 2.44% |
$1.1M - $1.29M
|
187K
$65.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-5.03K- 12.49% |
$1.18M - $1.38M
|
35.2K
$12.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-5.2K- 3.19% |
$1.22M - $1.43M
|
158K
$55M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.42K- 24.12% |
$1.27M - $1.49M
|
17.1K
$5.93M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.92K- 6.09% |
$1.39M - $1.63M
|
91.3K
$31.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.07KClosed |
$1.42M - $1.67M
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-7.79K- 84.71% |
$1.83M - $2.14M
|
1.41K
$489K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10.8K- 22.39% |
$2.53M - $2.97M
|
37.4K
$13M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-10.8K- 26.03% |
$2.53M - $2.97M
|
30.7K
$10.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.1K- 3.9% |
$2.61M - $3.06M
|
274K
$95.3M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.7K- 20.8% |
$2.98M - $3.5M
|
48.5K
$16.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-18.1K- 18.73% |
$4.24M - $4.97M
|
78.5K
$27.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-18.4K- 13.21% |
$4.3M - $5.05M
|
121K
$42M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-27.2K- 5.38% |
$6.36M - $7.46M
|
477K
$166M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.1K- 22.27% |
$7.53M - $8.83M
|
112K
$39M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-34K- 6.92% |
$7.96M - $9.33M
|
457K
$159M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-38.3K- 94.45% |
$8.99M - $10.5M
|
2.25K
$784K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-54K- 69.6% |
$12.7M - $14.9M
|
23.6K
$8.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-57.3K- 2.65% |
$13.4M - $15.8M
|
2.11M
$733M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-65.3K- 87.4% |
$15.3M - $18M
|
9.43K
$3.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Equity Management
|
SELL
|
- |
-136K- 90.26% |
$31.8M - $37.4M
|
14.7K
$5.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-342K- 63.91% |
$80.1M - $94M
|
193K
$67.2M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-672K- 99.63% |
$157M - $185M
|
2.46K
$857K
|