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 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
87+ 1.89% |
$20.1K - $22.1K
|
4.69K
$1.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
86+ 1.33% |
$19.9K - $21.9K
|
6.57K
$2.25M
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
85+ 0.21% |
$19.7K - $21.6K
|
40.4K
$13.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
79New |
$18.3K - $20.1K
|
79
$27K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
78+ 1.55% |
$18.1K - $19.8K
|
5.12K
$1.75M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
73+ 2.94% |
$16.9K - $18.6K
|
2.55K
$873K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
71+ 6.61% |
$16.4K - $18.1K
|
1.15K
$392K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
71+ 0.12% |
$16.4K - $18.1K
|
58.5K
$20M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
63+ 1.9% |
$14.6K - $16K
|
3.38K
$1.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
61+ 32.8% |
$14.1K - $15.5K
|
247
$84.5K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
61+ 32.8% |
$14.1K - $15.5K
|
247
$84.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
57+ 7.86% |
$13.2K - $14.5K
|
782
$267K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
57+ 1.92% |
$13.2K - $14.5K
|
3.03K
$1.04M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
56New |
$13K - $14.3K
|
56
$19.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
53+ 0.25% |
$12.3K - $13.5K
|
21.1K
$7.23M
|
|
|
Dec 06, 2024
Q2 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
49+ 0.26% |
$11.3K - $12.5K
|
18.7K
$6.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
48+ 1.46% |
$11.1K - $12.2K
|
3.33K
$1.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
43+ 0.25% |
$9.96K - $10.9K
|
17.1K
$5.83M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
36+ 0.05% |
$8.34K - $9.16K
|
67.3K
$23M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.09% |
$8.34K - $9.16K
|
38.2K
$13.1M
|
|
|
Aug 14, 2023
Q2 2023
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
33New |
$7.64K - $8.4K
|
33
$11.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
31+ 0.29% |
$7.18K - $7.89K
|
10.6K
$3.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
27New |
$6.25K - $6.87K
|
27
$9.23K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
25+ 1.25% |
$5.79K - $6.36K
|
2.03K
$694K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
24+ 2.22% |
$5.56K - $6.11K
|
1.11K
$378K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
23+ 0.17% |
$5.33K - $5.85K
|
13.7K
$4.67M
|
|
|
Aug 02, 2023
Q2 2023
|
St. Louis Trust CO
|
BUY
|
- |
22+ 0.09% |
$5.09K - $5.6K
|
23.4K
$8M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
22+ 0.48% |
$5.09K - $5.6K
|
4.63K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
21+ 0.25% |
$4.86K - $5.34K
|
8.33K
$2.85M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
19+ 0.18% |
$4.4K - $4.84K
|
10.3K
$3.54M
|
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
BUY
|
- |
18+ 1.72% |
$4.17K - $4.58K
|
1.06K
$363K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
17New |
$3.94K - $4.33K
|
17
$5.81K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
16+ 0.19% |
$3.71K - $4.07K
|
8.32K
$2.84M
|
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
BUY
|
- |
15+ 0.27% |
$3.47K - $3.82K
|
5.54K
$1.89M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
15+ 1.71% |
$3.47K - $3.82K
|
894
$306K
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
15+ 0.25% |
$3.47K - $3.82K
|
6K
$2.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
13+ 0.26% |
$3.01K - $3.31K
|
5.09K
$1.74M
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
12+ 0.23% |
$2.78K - $3.05K
|
5.2K
$1.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
12+ 0.13% |
$2.78K - $3.05K
|
9.5K
$3.25M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
11+ 0.26% |
$2.55K - $2.8K
|
4.22K
$1.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10+ 0.18% |
$2.32K - $2.54K
|
5.66K
$1.93M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
10New |
$2.32K - $2.54K
|
10
$3.42K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
10+ 0.19% |
$2.32K - $2.54K
|
5.35K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10+ 0.75% |
$2.32K - $2.54K
|
1.34K
$460K
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
9+ 0.92% |
$2.08K - $2.29K
|
982
$336K
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
9+ 0.62% |
$2.08K - $2.29K
|
1.45K
$496K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
8+ 0.06% |
$1.85K - $2.04K
|
12.9K
$4.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
8+ 0.22% |
$1.85K - $2.04K
|
3.59K
$1.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8+ 0.26% |
$1.85K - $2.04K
|
3.11K
$1.06M
|
|
|
Jul 05, 2023
Q2 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
7+ 0.11% |
$1.62K - $1.78K
|
6.4K
$2.19M
|