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 26, 2023
Q2 2023
|
Firestone Capital Management
|
SELL
|
- |
-27- 0.76% |
$6.25K - $6.87K
|
3.55K
$1.21M
|
|
|
Jul 26, 2023
Q2 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-28- 1.24% |
$6.48K - $7.13K
|
2.23K
$764K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-29- 0.45% |
$6.72K - $7.38K
|
6.39K
$2.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-29- 0.21% |
$6.72K - $7.38K
|
13.8K
$4.72M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-30- 0.03% |
$6.95K - $7.63K
|
99.6K
$34M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-30- 0.03% |
$6.95K - $7.63K
|
99.6K
$34M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-30- 1.24% |
$6.95K - $7.63K
|
2.4K
$820K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-33- 0.1% |
$7.64K - $8.4K
|
33.6K
$11.5M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-34- 3.4% |
$7.87K - $8.65K
|
967
$331K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-34- 0.23% |
$7.87K - $8.65K
|
15K
$5.13M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-34- 3.4% |
$7.87K - $8.65K
|
967
$331K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-35- 0.38% |
$8.1K - $8.91K
|
9.12K
$3.12M
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-39- 10.32% |
$9.03K - $9.92K
|
339
$116K
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-42- 2.58% |
$9.73K - $10.7K
|
1.58K
$542K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-44- 1.03% |
$10.2K - $11.2K
|
4.23K
$1.45M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-45- 0.99% |
$10.4K - $11.5K
|
4.49K
$1.53M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-48- 0.06% |
$11.1K - $12.2K
|
74.8K
$25.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-50- 1.8% |
$11.6K - $12.7K
|
2.73K
$935K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
SELL
|
- |
-50- 0.46% |
$11.6K - $12.7K
|
10.9K
$3.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-50- 1.21% |
$11.6K - $12.7K
|
4.07K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-50- 35.21% |
$11.6K - $12.7K
|
92
$31.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-55- 0.3% |
$12.7K - $14K
|
18K
$6.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-61- 0.86% |
$14.1K - $15.5K
|
7K
$2.39M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-62- 5.08% |
$14.4K - $15.8K
|
1.16K
$396K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-62- 0.31% |
$14.4K - $15.8K
|
20.2K
$6.89M
|
|
|
Jul 19, 2023
Q2 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-64- 5.81% |
$14.8K - $16.3K
|
1.04K
$355K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-68- 1.02% |
$15.7K - $17.3K
|
6.63K
$2.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-69- 1.97% |
$16K - $17.6K
|
3.44K
$1.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-77- 0.63% |
$17.8K - $19.6K
|
12.1K
$4.13M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-77- 3.15% |
$17.8K - $19.6K
|
2.36K
$808K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-80- 2.26% |
$18.5K - $20.4K
|
3.46K
$1.18M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-80- 0.71% |
$18.5K - $20.4K
|
11.2K
$3.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-85- 4.17% |
$19.7K - $21.6K
|
1.95K
$668K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-85- 8.68% |
$19.7K - $21.6K
|
894
$306K
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-86- 9.14% |
$19.9K - $21.9K
|
855
$292K
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-86- 0.16% |
$19.9K - $21.9K
|
54.7K
$18.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-86- 2.68% |
$19.9K - $21.9K
|
3.12K
$1.07M
|
|
|
Sep 05, 2023
Q2 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-86- 1.49% |
$19.9K - $21.9K
|
5.69K
$1.95M
|
|
|
Aug 02, 2023
Q2 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-86- 0.14% |
$19.9K - $21.9K
|
59.3K
$20.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-87- 0.45% |
$20.1K - $22.1K
|
19.1K
$6.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-89- 5.35% |
$20.6K - $22.6K
|
1.57K
$538K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-89- 12.82% |
$20.6K - $22.6K
|
605
$207K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-90- 7.75% |
$20.8K - $22.9K
|
1.07K
$366K
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
SELL
|
- |
-95- 5.89% |
$22K - $24.2K
|
1.52K
$519K
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-105- 3.03% |
$24.3K - $26.7K
|
3.36K
$1.15M
|
|
|
Jul 21, 2023
Q2 2023
|
Strategic Investment Management, LLC
|
SELL
|
- |
-110- 0.31% |
$25.5K - $28K
|
35.9K
$12.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-115- 4.28% |
$26.6K - $29.3K
|
2.57K
$879K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-119- 0.31% |
$27.6K - $30.3K
|
38.2K
$13.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-121- 5.44% |
$28K - $30.8K
|
2.1K
$719K
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-130- 0.7% |
$30.1K - $33.1K
|
18.5K
$6.34M
|