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 |
---|---|---|---|---|---|---|---|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
906New |
$210K - $231K
|
906
$310K
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
840New |
$195K - $214K
|
840
$287K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
829+ 2.66% |
$192K - $211K
|
32K
$10.9M
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
811New |
$188K - $206K
|
811
$277K
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
810New |
$188K - $206K
|
810
$277K
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
793+ 21.0% |
$184K - $202K
|
4.57K
$1.56M
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
790New |
$183K - $201K
|
790
$270K
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
789+ 0.26% |
$183K - $201K
|
302K
$103M
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
775+ 52.33% |
$179K - $197K
|
2.26K
$771K
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
770+ 10.82% |
$178K - $196K
|
7.89K
$2.7M
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
717+ 38.08% |
$166K - $182K
|
2.6K
$889K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
653+ 212.01% |
$151K - $166K
|
961
$329K
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
500New |
$116K - $127K
|
500
$171K
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
474+ 11.63% |
$110K - $121K
|
4.55K
$1.56M
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
427+ 45.38% |
$98.9K - $109K
|
1.37K
$468K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
410+ 12.12% |
$94.9K - $104K
|
3.79K
$1.3M
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
BUY
|
- |
403+ 3.99% |
$93.3K - $103K
|
10.5K
$3.59M
|
|
Aug 14, 2023
Q2 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
356New |
$82.4K - $90.6K
|
356
$122K
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
320+ 133.33% |
$74.1K - $81.4K
|
560
$191K
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
287+ 2.17% |
$66.5K - $73K
|
13.5K
$4.63M
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
284+ 11.58% |
$65.8K - $72.3K
|
2.74K
$936K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
278New |
$64.4K - $70.7K
|
278
$95.1K
|
|
Aug 10, 2023
Q2 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
268+ 3.87% |
$62.1K - $68.2K
|
7.2K
$2.46M
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
250New |
$57.9K - $63.6K
|
250
$85.5K
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
248+ 0.62% |
$57.4K - $63.1K
|
40.4K
$13.8M
|
|
Aug 14, 2023
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
224+ 0.2% |
$51.9K - $57K
|
114K
$39.1M
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
224+ 0.2% |
$51.9K - $57K
|
114K
$39.1M
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
218+ 2.1% |
$50.5K - $55.5K
|
10.6K
$3.62M
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
215+ 19.94% |
$49.8K - $54.7K
|
1.29K
$442K
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
186+ 3.24% |
$43.1K - $47.3K
|
5.92K
$2.03M
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
157+ 0.22% |
$36.4K - $40K
|
70.9K
$24.2M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
152New |
$35.2K - $38.7K
|
152
$52K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
137New |
$31.7K - $34.9K
|
137
$46.8K
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
137+ 1.55% |
$31.7K - $34.9K
|
8.99K
$3.07M
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
137+ 0.03% |
$31.7K - $34.9K
|
427K
$146M
|
|
Aug 11, 2023
Q2 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
129+ 1.6% |
$29.9K - $32.8K
|
8.19K
$2.8M
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
126+ 0.23% |
$29.2K - $32.1K
|
55.2K
$18.9M
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
126+ 16.6% |
$29.2K - $32.1K
|
885
$303K
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
120+ 5.86% |
$27.8K - $30.5K
|
2.17K
$741K
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
120+ 0.14% |
$27.8K - $30.5K
|
88.7K
$30.3M
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
115+ 9.21% |
$26.6K - $29.3K
|
1.36K
$466K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
109+ 6.66% |
$25.2K - $27.7K
|
1.75K
$597K
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
108+ 1.02% |
$25K - $27.5K
|
10.7K
$3.67M
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
100+ 2.1% |
$23.2K - $25.4K
|
4.87K
$1.66M
|
|
Aug 03, 2023
Q2 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
100+ 29.41% |
$23.2K - $25.4K
|
440
$150K
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
98+ 0.54% |
$22.7K - $24.9K
|
18.4K
$6.28M
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
98New |
$22.7K - $24.9K
|
98
$33.5K
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
93+ 2.3% |
$21.5K - $23.7K
|
4.13K
$1.41M
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
93+ 2.21% |
$21.5K - $23.7K
|
4.29K
$1.47M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
92+ 0.92% |
$21.3K - $23.4K
|
10.1K
$3.45M
|