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 31, 2023
Q2 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-510- 14.77% |
$118K - $130K
|
2.94K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-516- 10.86% |
$119K - $131K
|
4.23K
$1.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-516- 10.86% |
$119K - $131K
|
4.23K
$1.45M
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-522- 22.16% |
$121K - $133K
|
1.83K
$627K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-535- 35.83% |
$124K - $136K
|
958
$328K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-548- 2.62% |
$127K - $139K
|
20.4K
$6.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-560- 2.36% |
$130K - $143K
|
23.2K
$7.93M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-565- 8.1% |
$131K - $144K
|
6.41K
$2.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-592- 5.52% |
$137K - $151K
|
10.1K
$3.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-631- 14.86% |
$146K - $161K
|
3.62K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-640- 2.21% |
$148K - $163K
|
28.4K
$9.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-642- 1.69% |
$149K - $163K
|
37.3K
$12.8M
|
|
|
Jul 07, 2023
Q2 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-650- 1.34% |
$151K - $165K
|
47.7K
$16.3M
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-659- 3.98% |
$153K - $168K
|
15.9K
$5.44M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-696- 3.17% |
$161K - $177K
|
21.3K
$7.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-742- 1.58% |
$172K - $189K
|
46.1K
$15.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-791- 1.2% |
$183K - $201K
|
65K
$22.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-799- 24.18% |
$185K - $203K
|
2.51K
$857K
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-821- 5.48% |
$190K - $209K
|
14.2K
$4.84M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-836- 13.34% |
$194K - $213K
|
5.43K
$1.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-873- 6.78% |
$202K - $222K
|
12K
$4.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-886- 12.2% |
$205K - $225K
|
6.38K
$2.18M
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-889- 4.76% |
$206K - $226K
|
17.8K
$6.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-905- 1.82% |
$210K - $230K
|
48.7K
$16.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-960- 4.09% |
$222K - $244K
|
22.5K
$7.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-961- 94.59% |
$223K - $245K
|
55
$18.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.02K- 25.73% |
$236K - $259K
|
2.94K
$1M
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-1.03K- 13.27% |
$237K - $261K
|
6.7K
$2.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.05K- 9.51% |
$244K - $268K
|
10K
$3.42M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.06K- 2.37% |
$246K - $270K
|
43.8K
$15M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.16K- 0.77% |
$269K - $295K
|
149K
$51.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.23K- 30.6% |
$285K - $313K
|
2.79K
$954K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.23K- 4.28% |
$285K - $314K
|
27.5K
$9.42M
|
|
|
Aug 23, 2023
Q2 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-1.3K- 53.42% |
$300K - $330K
|
1.13K
$386K
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.31K- 26.62% |
$302K - $332K
|
3.6K
$1.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.31K- 12.96% |
$303K - $333K
|
8.78K
$3M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-1.32K- 7.65% |
$306K - $336K
|
15.9K
$5.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.37K- 1.05% |
$318K - $350K
|
130K
$44.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
SELL
|
- |
-1.39K- 19.38% |
$323K - $354K
|
5.79K
$1.98M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.48K- 47.87% |
$342K - $375K
|
1.61K
$549K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-1.49K- 4.13% |
$345K - $379K
|
34.6K
$11.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-1.5K- 1.47% |
$348K - $383K
|
101K
$34.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.53K- 21.89% |
$354K - $389K
|
5.46K
$1.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-1.58K- 37.43% |
$366K - $402K
|
2.64K
$903K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.65K- 35.47% |
$383K - $421K
|
3.01K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.66K- 1.31% |
$384K - $422K
|
125K
$42.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.79K- 3.04% |
$415K - $456K
|
57.1K
$19.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.83K- 73.64% |
$423K - $465K
|
654
$224K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.89K- 8.09% |
$437K - $481K
|
21.4K
$7.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.92K- 6.71% |
$444K - $488K
|
26.7K
$9.12M
|