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 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
6+ 0.26% |
$1.39K - $1.53K
|
2.28K
$791K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
6+ 0.03% |
$1.39K - $1.53K
|
22.4K
$7.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.29% |
$1.16K - $1.27K
|
1.71K
$593K
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
5+ 0.28% |
$1.16K - $1.27K
|
1.76K
$611K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
5+ 0.17% |
$1.16K - $1.27K
|
2.91K
$1.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 55.56% |
$1.16K - $1.27K
|
14
$4.85K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4+ 0.24% |
$926 - $1.02K
|
1.64K
$569K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
3+ 0.34% |
$695 - $763
|
882
$306K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$695 - $763
|
2.48K
$859K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3+ 0.3% |
$695 - $763
|
999
$346K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$463 - $509
|
2.82K
$978K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2+ 0.22% |
$463 - $509
|
900
$312K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2+ 0.21% |
$463 - $509
|
974
$338K
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.22% |
$463 - $509
|
927
$321K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2+ 0.19% |
$463 - $509
|
1.06K
$368K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.32% |
$463 - $509
|
631
$219K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2+ 0.13% |
$463 - $509
|
1.5K
$519K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.19% |
$463 - $509
|
1.08K
$373K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$463 - $509
|
4.53K
$1.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.06% |
$232 - $254
|
1.74K
$602K
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 1.02% |
$232 - $254
|
99
$34.3K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.24% |
$232 - $254
|
417
$145K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.39% |
$232 - $254
|
256
$88.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.51% |
$232 - $254
|
197
$68.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.74% |
$232 - $254
|
137
$47.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.36% |
$232 - $254
|
282
$97.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.94% |
$232 - $254
|
107
$37.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
1+ 0.02% |
$232 - $254
|
4.26K
$1.48M
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.16% |
$232 - $254
|
632
$219K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.03% |
$232 - $254
|
3.16K
$1.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-1- 2.08% |
$232 - $254
|
47
$16.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2- 0.09% |
$463 - $509
|
2.32K
$805K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-4- 8.51% |
$926 - $1.02K
|
43
$14.9K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4- 0.37% |
$926 - $1.02K
|
1.08K
$373K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-5- 0.37% |
$1.16K - $1.27K
|
1.35K
$466K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-5- 3.42% |
$1.16K - $1.27K
|
141
$48.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-10- 0.84% |
$2.32K - $2.54K
|
1.18K
$408K
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
SELL
|
- |
-14- 0.34% |
$3.24K - $3.56K
|
4.08K
$1.41M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-15- 0.25% |
$3.47K - $3.82K
|
6.07K
$2.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-17- 0.58% |
$3.94K - $4.33K
|
2.9K
$1M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-19- 3.0% |
$4.4K - $4.84K
|
614
$213K
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-20- 0.03% |
$4.63K - $5.09K
|
57.2K
$19.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-21- 1.71% |
$4.86K - $5.34K
|
1.21K
$418K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-21- 1.69% |
$4.86K - $5.34K
|
1.22K
$422K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-21- 0.81% |
$4.86K - $5.34K
|
2.57K
$889K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-22- 2.17% |
$5.09K - $5.6K
|
990
$343K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-23- 0.94% |
$5.33K - $5.85K
|
2.43K
$841K
|
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-24- 0.78% |
$5.56K - $6.11K
|
3.04K
$1.05M
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-27- 0.4% |
$6.25K - $6.87K
|
6.8K
$2.36M
|