Purchases and Sales Made in Q2 2023 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q2 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 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.91K+ 87.4% |
$906K - $996K
|
8.39K
$2.87M
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
3.87K+ 2.87% |
$896K - $985K
|
139K
$47.4M
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.66K+ 126.09% |
$848K - $932K
|
6.57K
$2.25M
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.52K+ 8.49% |
$815K - $896K
|
45K
$15.4M
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.51KNew |
$813K - $893K
|
3.51K
$1.2M
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
3.48KNew |
$805K - $885K
|
3.48K
$1.19M
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.47K+ 96.39% |
$804K - $883K
|
7.07K
$2.42M
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
3.17KNew |
$735K - $808K
|
3.17K
$1.09M
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.79KNew |
$646K - $710K
|
2.79K
$954K
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.68KNew |
$622K - $683K
|
2.68K
$918K
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.63K+ 103.02% |
$608K - $669K
|
5.18K
$1.77M
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.62K+ 87.73% |
$606K - $666K
|
5.6K
$1.92M
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.58K+ 11.51% |
$598K - $657K
|
25K
$8.56M
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.41K+ 6.13% |
$558K - $613K
|
41.7K
$14.3M
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.39KNew |
$554K - $609K
|
2.39K
$818K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.3K+ 345.43% |
$534K - $586K
|
2.97K
$1.02M
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.24KNew |
$518K - $570K
|
2.24K
$765K
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
2.11KNew |
$488K - $536K
|
2.11K
$720K
|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2.1KNew |
$487K - $535K
|
2.1K
$719K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.03KNew |
$470K - $517K
|
2.03K
$694K
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.01KNew |
$466K - $512K
|
2.01K
$688K
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.82K+ 3.29% |
$421K - $463K
|
57.1K
$19.5M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.78K+ 2.29% |
$412K - $453K
|
79.6K
$27.2M
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.78KNew |
$412K - $452K
|
1.78K
$608K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.75KNew |
$405K - $445K
|
1.75K
$598K
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.58K+ 3.91% |
$366K - $403K
|
42K
$14.4M
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.51KNew |
$351K - $385K
|
1.51K
$518K
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.48K+ 68.71% |
$343K - $377K
|
3.63K
$1.24M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.45KNew |
$335K - $368K
|
1.45K
$495K
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.4KNew |
$325K - $357K
|
1.4K
$480K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.31K+ 6.6% |
$303K - $333K
|
21.1K
$7.23M
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
1.26K+ 11.56% |
$291K - $320K
|
12.1K
$4.15M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.25K+ 2.3% |
$289K - $317K
|
55.5K
$19M
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.24K+ 2.61% |
$288K - $317K
|
48.9K
$16.7M
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.24K+ 0.66% |
$287K - $316K
|
188K
$64.2M
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.21KNew |
$280K - $308K
|
1.21K
$414K
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.21KNew |
$280K - $307K
|
1.21K
$413K
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.18K+ 11.67% |
$273K - $300K
|
11.3K
$3.86M
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.15K+ 0.95% |
$266K - $292K
|
123K
$42M
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
BUY
|
- |
1.12K+ 9.62% |
$259K - $285K
|
12.8K
$4.36M
|
|
Jul 18, 2023
Q2 2023
|
Strategic Equity Management
|
BUY
|
- |
1.11K+ 0.89% |
$258K - $283K
|
127K
$43.3M
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
1.1KNew |
$255K - $280K
|
1.1K
$376K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.1K+ 18.14% |
$254K - $279K
|
7.14K
$2.44M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.07K+ 25.95% |
$248K - $273K
|
5.2K
$1.78M
|
|
Jul 12, 2023
Q2 2023
|
Epiq Partners, LLC
|
BUY
|
- |
979+ 3.77% |
$227K - $249K
|
26.9K
$9.21M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
975+ 31.77% |
$226K - $248K
|
4.04K
$1.38M
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
975New |
$226K - $248K
|
975
$333K
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
948+ 1.19% |
$220K - $241K
|
80.8K
$27.6M
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
939+ 1.01% |
$217K - $239K
|
93.7K
$32.1M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
915+ 8.57% |
$212K - $233K
|
11.6K
$3.96M
|