Purchases and Sales Made in Q1 2023 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.02% |
$438 - $484
|
10.4K
$3.55M
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.51% |
$219 - $242
|
196
$67K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.36% |
$219 - $242
|
281
$96.1K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$219 - $242
|
4.53K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.39% |
$219 - $242
|
255
$87.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$219 - $242
|
44.8K
$15.3M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.46% |
$219 - $242
|
220
$75.2K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1+ 0.06% |
$219 - $242
|
1.66K
$569K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.39% |
$219 - $242
|
260
$88.9K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1- 0.04% |
$219 - $242
|
2.39K
$818K
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-2- 0.04% |
$438 - $484
|
5.43K
$1.86M
|
|
|
Apr 20, 2023
Q1 2023
|
Mason & Associates Inc
|
SELL
|
- |
-4- 0.1% |
$875 - $969
|
4.1K
$1.4M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5- 0.17% |
$1.09K - $1.21K
|
2.98K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5- 0.18% |
$1.09K - $1.21K
|
2.78K
$952K
|
|
|
May 01, 2023
Q1 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-6- 0.03% |
$1.31K - $1.45K
|
19.3K
$6.61M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-7- 0.14% |
$1.53K - $1.7K
|
5.17K
$1.77M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-9- 0.37% |
$1.97K - $2.18K
|
2.44K
$835K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-9- 0.52% |
$1.97K - $2.18K
|
1.74K
$593K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-9- 0.36% |
$1.97K - $2.18K
|
2.48K
$848K
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-10- 0.74% |
$2.19K - $2.42K
|
1.34K
$458K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-10- 0.01% |
$2.19K - $2.42K
|
151K
$51.5M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-11- 0.54% |
$2.41K - $2.66K
|
2.04K
$697K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-12- 0.37% |
$2.63K - $2.91K
|
3.21K
$1.1M
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-14- 1.33% |
$3.06K - $3.39K
|
1.04K
$355K
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-15- 0.12% |
$3.28K - $3.63K
|
12.2K
$4.16M
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-15- 0.23% |
$3.28K - $3.63K
|
6.6K
$2.26M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-19- 6.07% |
$4.16K - $4.6K
|
294
$101K
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-19- 0.38% |
$4.16K - $4.6K
|
4.94K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-21- 0.94% |
$4.6K - $5.09K
|
2.22K
$760K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-23- 15.75% |
$5.03K - $5.57K
|
123
$42.1K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-24- 0.67% |
$5.25K - $5.81K
|
3.58K
$1.23M
|
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-25- 0.43% |
$5.47K - $6.05K
|
5.78K
$1.98M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-25- 2.27% |
$5.47K - $6.05K
|
1.07K
$367K
|
|
|
May 03, 2023
Q1 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-26- 1.14% |
$5.69K - $6.3K
|
2.26K
$773K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-28- 0.42% |
$6.13K - $6.78K
|
6.7K
$2.29M
|
|
|
Apr 04, 2023
Q1 2023
|
Stairway Partners, LLC
|
SELL
|
- |
-30- 0.04% |
$6.56K - $7.27K
|
82.5K
$28.2M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-30- 0.9% |
$6.56K - $7.27K
|
3.3K
$1.13M
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-31- 0.47% |
$6.78K - $7.51K
|
6.55K
$2.24M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-32- 15.46% |
$7K - $7.75K
|
175
$59.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-34- 0.02% |
$7.44K - $8.23K
|
175K
$60M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-35- 0.73% |
$7.66K - $8.48K
|
4.73K
$1.62M
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-37- 0.16% |
$8.1K - $8.96K
|
23.8K
$8.12M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-41- 1.31% |
$8.97K - $9.93K
|
3.1K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Campion Asset Management
|
SELL
|
- |
-42- 4.38% |
$9.19K - $10.2K
|
917
$314K
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-50- 0.87% |
$10.9K - $12.1K
|
5.71K
$1.95M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-50- 2.0% |
$10.9K - $12.1K
|
2.45K
$838K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-51Closed |
$11.2K - $12.4K
|
0
$0
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-52- 3.46% |
$11.4K - $12.6K
|
1.45K
$495K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-55- 1.4% |
$12K - $13.3K
|
3.89K
$1.33M
|