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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
41+ 455.56% |
$9.61K - $11.3K
|
50
$18.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
40New |
$9.37K - $11K
|
40
$14.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
38+ 1.36% |
$8.91K - $10.4K
|
2.84K
$1.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
37+ 0.05% |
$8.67K - $10.2K
|
70.6K
$25.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
37New |
$8.67K - $10.2K
|
37
$13.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
36+ 0.38% |
$8.44K - $9.9K
|
9.54K
$3.45M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
34+ 1.13% |
$7.97K - $9.35K
|
3.05K
$1.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
32New |
$7.5K - $8.8K
|
32
$11.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
31+ 0.57% |
$7.27K - $8.52K
|
5.47K
$1.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
30New |
$7.03K - $8.25K
|
30
$10.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
30+ 0.33% |
$7.03K - $8.25K
|
9.25K
$3.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.08% |
$6.8K - $7.97K
|
38.3K
$13.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
28+ 2.84% |
$6.56K - $7.7K
|
1.01K
$367K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
27+ 0.26% |
$6.33K - $7.42K
|
10.3K
$3.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
25+ 0.8% |
$5.86K - $6.87K
|
3.14K
$1.13M
|
|
|
Jan 05, 2024
Q4 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
25+ 0.39% |
$5.86K - $6.87K
|
6.41K
$2.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
24+ 0.29% |
$5.62K - $6.6K
|
8.37K
$3.03M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
24+ 1.84% |
$5.62K - $6.6K
|
1.33K
$480K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
23+ 2.45% |
$5.39K - $6.32K
|
962
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
22+ 0.67% |
$5.16K - $6.05K
|
3.33K
$1.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
20+ 1.44% |
$4.69K - $5.5K
|
1.41K
$508K
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
20+ 2.2% |
$4.69K - $5.5K
|
929
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
20+ 0.43% |
$4.69K - $5.5K
|
4.71K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
18+ 0.79% |
$4.22K - $4.95K
|
2.3K
$832K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
17+ 0.85% |
$3.98K - $4.67K
|
2.02K
$730K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
16+ 0.07% |
$3.75K - $4.4K
|
22.4K
$8.12M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
15New |
$3.52K - $4.12K
|
15
$5.42K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
14+ 0.79% |
$3.28K - $3.85K
|
1.78K
$642K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
13+ 0.81% |
$3.05K - $3.57K
|
1.62K
$586K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11+ 1.24% |
$2.58K - $3.02K
|
896
$324K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10+ 0.1% |
$2.34K - $2.75K
|
9.74K
$3.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
10+ 0.28% |
$2.34K - $2.75K
|
3.56K
$1.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
7+ 0.04% |
$1.64K - $1.92K
|
16.9K
$6.11M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.8% |
$1.64K - $1.92K
|
883
$319K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
7+ 0.06% |
$1.64K - $1.92K
|
10.9K
$3.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7+ 0.15% |
$1.64K - $1.92K
|
4.54K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
7+ 0.69% |
$1.64K - $1.92K
|
1.03K
$371K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
7+ 0.59% |
$1.64K - $1.92K
|
1.19K
$428K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6+ 0.21% |
$1.41K - $1.65K
|
2.83K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5+ 0.06% |
$1.17K - $1.37K
|
8.33K
$3.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
5+ 0.79% |
$1.17K - $1.37K
|
637
$230K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.79% |
$1.17K - $1.37K
|
636
$230K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5+ 0.26% |
$1.17K - $1.37K
|
1.93K
$698K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4+ 0.37% |
$937 - $1.1K
|
1.08K
$391K
|
|
|
Jan 16, 2024
Q4 2023
|
Mason & Associates Inc
|
BUY
|
- |
4+ 0.15% |
$937 - $1.1K
|
2.65K
$957K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4+ 0.37% |
$937 - $1.1K
|
1.08K
$391K
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
4+ 0.42% |
$937 - $1.1K
|
954
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
4+ 0.18% |
$937 - $1.1K
|
2.17K
$784K
|
|
|
Feb 14, 2024
Q4 2023
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
3+ 100.0% |
$703 - $825
|
6
$2.17K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3New |
$703 - $825
|
3
$1.08K
|