Purchases and Sales Made in Q3 2023 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.89K+ 285.02% |
$706K - $762K
|
3.91K
$1.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.87KNew |
$701K - $757K
|
2.87K
$982K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
2.57KNew |
$626K - $676K
|
2.57K
$877K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.5K+ 3.1% |
$610K - $659K
|
83.3K
$28.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Congress Asset Management CO
|
BUY
|
- |
2.49KNew |
$608K - $657K
|
2.49K
$852K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.38K+ 75.52% |
$580K - $627K
|
5.53K
$1.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
2.32KNew |
$567K - $613K
|
2.32K
$795K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.3KNew |
$561K - $606K
|
2.3K
$786K
|
|
|
Jun 21, 2024
Q3 2023
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
2.22KNew |
$540K - $584K
|
2.22K
$758K
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.04KNew |
$498K - $538K
|
2.04K
$699K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2KNew |
$488K - $527K
|
2K
$684K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
1.96KNew |
$478K - $516K
|
1.96K
$670K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.93KNew |
$470K - $508K
|
1.93K
$659K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.89K+ 26.66% |
$460K - $497K
|
8.96K
$3.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.82K+ 0.91% |
$445K - $481K
|
203K
$69.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.78K+ 28.77% |
$435K - $470K
|
7.98K
$2.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.72K+ 24.03% |
$418K - $452K
|
8.85K
$3.03M
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.58KNew |
$386K - $417K
|
1.58K
$542K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.56KNew |
$380K - $411K
|
1.56K
$533K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
1.5KNew |
$366K - $395K
|
1.5K
$513K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.48K+ 47.48% |
$361K - $390K
|
4.6K
$1.57M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.37K+ 107.87% |
$334K - $361K
|
2.64K
$903K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.34K+ 6.35% |
$327K - $353K
|
22.5K
$7.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.27K+ 27.77% |
$310K - $335K
|
5.85K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.17K+ 0.73% |
$285K - $308K
|
161K
$55.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
1.16K+ 263.64% |
$283K - $306K
|
1.6K
$547K
|
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
1.12K+ 0.43% |
$274K - $296K
|
264K
$90.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
1.11K+ 9.43% |
$270K - $291K
|
12.8K
$4.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.07KNew |
$260K - $281K
|
1.07K
$365K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1K+ 20.54% |
$244K - $264K
|
5.87K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
980+ 23.24% |
$239K - $258K
|
5.2K
$1.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
938New |
$229K - $247K
|
938
$321K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
BUY
|
- |
914New |
$223K - $241K
|
914
$313K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
900New |
$220K - $237K
|
900
$308K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
871+ 13.66% |
$212K - $230K
|
7.25K
$2.48M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
869New |
$212K - $229K
|
869
$297K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
867New |
$211K - $229K
|
867
$296K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
817New |
$199K - $215K
|
817
$279K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
780+ 0.41% |
$190K - $206K
|
192K
$65.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
766New |
$187K - $202K
|
766
$262K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
700New |
$171K - $184K
|
700
$239K
|
|
|
Nov 14, 2024
Q3 2023
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
678+ 11.63% |
$165K - $179K
|
6.51K
$2.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
659+ 1.73% |
$161K - $174K
|
38.8K
$13.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
615+ 1.83% |
$150K - $162K
|
34.2K
$11.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
605+ 18.16% |
$148K - $159K
|
3.94K
$1.35M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
595+ 1.61% |
$145K - $157K
|
37.6K
$12.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
585+ 9.88% |
$143K - $154K
|
6.51K
$2.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
520New |
$127K - $137K
|
520
$178K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
513+ 1.6% |
$125K - $135K
|
32.5K
$11.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
500+ 2.24% |
$122K - $132K
|
22.9K
$7.82M
|