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 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-131- 1.1% |
$30.3K - $33.3K
|
11.7K
$4.06M
|
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-140- 2.59% |
$32.4K - $35.6K
|
5.26K
$1.82M
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-150- 26.46% |
$34.7K - $38.2K
|
417
$145K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-150- 10.45% |
$34.7K - $38.2K
|
1.29K
$446K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-152- 3.9% |
$35.2K - $38.7K
|
3.75K
$1.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-154- 4.34% |
$35.7K - $39.2K
|
3.39K
$1.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-154- 44.25% |
$35.7K - $39.2K
|
194
$67.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-159- 3.36% |
$36.8K - $40.5K
|
4.57K
$1.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-166- 1.6% |
$38.4K - $42.2K
|
10.2K
$3.53M
|
|
|
Jul 11, 2023
Q2 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-169- 2.96% |
$39.1K - $43K
|
5.54K
$1.92M
|
|
|
Aug 07, 2023
Q2 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-176- 3.56% |
$40.8K - $44.8K
|
4.76K
$1.65M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-180- 0.59% |
$41.7K - $45.8K
|
30.1K
$10.4M
|
|
|
Aug 07, 2023
Q2 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-184- 0.34% |
$42.6K - $46.8K
|
54.4K
$18.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-190- 1.85% |
$44K - $48.4K
|
10.1K
$3.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-191- 0.21% |
$44.2K - $48.6K
|
91.5K
$31.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-199- 1.67% |
$46.1K - $50.6K
|
11.7K
$4.06M
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-204- 0.99% |
$47.2K - $51.9K
|
20.4K
$7.06M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-209- 2.01% |
$48.4K - $53.2K
|
10.2K
$3.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-210- 12.94% |
$48.6K - $53.4K
|
1.41K
$490K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-221- 1.33% |
$51.2K - $56.2K
|
16.5K
$5.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-222- 68.94% |
$51.4K - $56.5K
|
100
$34.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-240- 7.0% |
$55.6K - $61.1K
|
3.19K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-247- 1.07% |
$57.2K - $62.9K
|
22.9K
$7.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-250- 14.28% |
$57.9K - $63.6K
|
1.5K
$520K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-250- 2.13% |
$57.9K - $63.6K
|
11.5K
$3.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-250- 2.67% |
$57.9K - $63.6K
|
9.12K
$3.16M
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-257- 14.17% |
$59.5K - $65.4K
|
1.56K
$540K
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-263- 19.63% |
$60.9K - $66.9K
|
1.08K
$373K
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-271- 0.4% |
$62.8K - $69K
|
67.3K
$23.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-276- 15.63% |
$63.9K - $70.2K
|
1.49K
$516K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-277- 0.74% |
$64.1K - $70.5K
|
37K
$12.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-298- 0.24% |
$69K - $75.8K
|
123K
$42.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-319- 16.9% |
$73.9K - $81.2K
|
1.57K
$544K
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-330- 0.14% |
$76.4K - $84K
|
230K
$79.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-350- 2.23% |
$81K - $89.1K
|
15.3K
$5.31M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-365- 9.49% |
$84.5K - $92.9K
|
3.48K
$1.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-368- 4.04% |
$85.2K - $93.6K
|
8.74K
$3.03M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-392- 22.79% |
$90.8K - $99.8K
|
1.33K
$460K
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-400- 8.89% |
$92.6K - $102K
|
4.1K
$1.42M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-404- 13.04% |
$93.6K - $103K
|
2.7K
$934K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-421- 11.29% |
$97.5K - $107K
|
3.31K
$1.15M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-423- 17.31% |
$98K - $108K
|
2.02K
$700K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-425- 8.22% |
$98.4K - $108K
|
4.74K
$1.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-425- 1.25% |
$98.4K - $108K
|
33.5K
$11.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-425- 6.36% |
$98.4K - $108K
|
6.26K
$2.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-427- 4.83% |
$98.9K - $109K
|
8.42K
$2.92M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-430- 10.77% |
$99.6K - $109K
|
3.56K
$1.23M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-433- 10.35% |
$100K - $110K
|
3.75K
$1.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-447- 2.31% |
$104K - $114K
|
18.9K
$6.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-484- 7.39% |
$112K - $123K
|
6.07K
$2.1M
|