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 08, 2023
Q2 2023
|
Family Firm, Inc.
|
SELL
|
- |
-1.94K- 0.86% |
$449K - $493K
|
223K
$76.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.23K- 23.63% |
$517K - $568K
|
7.21K
$2.47M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.4K- 3.55% |
$555K - $610K
|
65.1K
$22.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-2.65K- 29.36% |
$614K - $674K
|
6.38K
$2.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.92K- 1.73% |
$676K - $743K
|
166K
$56.6M
|
|
|
Jul 10, 2023
Q2 2023
|
Stairway Partners, LLC
|
SELL
|
- |
-3.1K- 3.76% |
$718K - $789K
|
79.4K
$27.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.22K- 26.89% |
$746K - $819K
|
8.76K
$2.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-3.45K- 46.05% |
$800K - $879K
|
4.05K
$1.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.53K- 11.89% |
$818K - $899K
|
26.2K
$8.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.67K- 3.53% |
$849K - $933K
|
100K
$34.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.77K- 2.15% |
$873K - $960K
|
172K
$58.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-3.88K- 1.46% |
$898K - $987K
|
263K
$89.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-4.13K- 4.26% |
$956K - $1.05M
|
92.8K
$31.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-4.29K- 13.48% |
$994K - $1.09M
|
27.6K
$9.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.38K- 11.13% |
$1.01M - $1.12M
|
35K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.82K- 4.16% |
$1.12M - $1.23M
|
111K
$37.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.26K- 3.38% |
$1.22M - $1.34M
|
150K
$51.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-5.5K- 5.55% |
$1.27M - $1.4M
|
93.7K
$32M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.6K- 9.33% |
$1.3M - $1.43M
|
54.4K
$18.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-5.94K- 31.66% |
$1.38M - $1.51M
|
12.8K
$4.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.98K- 5.87% |
$1.38M - $1.52M
|
95.9K
$32.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6.13K- 55.21% |
$1.42M - $1.56M
|
4.97K
$1.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.38K- 2.68% |
$1.48M - $1.62M
|
232K
$79.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.87K- 3.46% |
$1.59M - $1.75M
|
191K
$65.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-7.72K- 1.76% |
$1.79M - $1.97M
|
430K
$147M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-7.73K- 2.56% |
$1.79M - $1.97M
|
294K
$101M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.39K- 13.41% |
$1.94M - $2.14M
|
54.2K
$18.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-9.51K- 51.81% |
$2.2M - $2.42M
|
8.85K
$3.03M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-9.81K- 18.41% |
$2.27M - $2.5M
|
43.5K
$14.9M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-10.6K- 53.75% |
$2.46M - $2.7M
|
9.12K
$3.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.9K- 13.58% |
$2.52M - $2.77M
|
69.3K
$23.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13.2K- 4.3% |
$3.06M - $3.36M
|
294K
$101M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.7K- 76.29% |
$3.41M - $3.75M
|
4.58K
$1.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15K- 1.58% |
$3.47M - $3.81M
|
936K
$320M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-16.7K- 11.65% |
$3.87M - $4.26M
|
127K
$43.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-17.1K- 1.58% |
$3.96M - $4.35M
|
1.06M
$364M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-17.9K- 10.04% |
$4.14M - $4.55M
|
160K
$54.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-19.1K- 0.86% |
$4.43M - $4.86M
|
2.2M
$752M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-21.2K- 48.44% |
$4.92M - $5.4M
|
22.6K
$7.73M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-23.3K- 71.91% |
$5.41M - $5.94M
|
9.12K
$3.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-23.5K- 4.09% |
$5.44M - $5.98M
|
551K
$188M
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-24.1K- 50.0% |
$5.58M - $6.13M
|
24.1K
$8.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-26.1K- 66.28% |
$6.04M - $6.64M
|
13.3K
$4.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-33.9K- 65.21% |
$7.85M - $8.62M
|
18.1K
$6.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.9K- 20.34% |
$8.77M - $9.64M
|
148K
$50.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Georgetown University
Washington, DC |
SELL
|
- |
-61.7K- 28.31% |
$14.3M - $15.7M
|
156K
$53.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-86.4K- 7.64% |
$20M - $22M
|
1.04M
$357M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-90.7K- 15.35% |
$21M - $23.1M
|
500K
$171M
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-249K- 58.23% |
$57.5M - $63.2M
|
178K
$61M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-428K- 39.71% |
$99.1M - $109M
|
650K
$222M
|