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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
47+ 0.04% |
$11.5K - $12.4K
|
123K
$42M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
45+ 1.0% |
$11K - $11.9K
|
4.53K
$1.55M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
44+ 83.02% |
$10.7K - $11.6K
|
97
$33.2K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
40+ 0.39% |
$9.76K - $10.5K
|
10.2K
$3.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
39+ 27.46% |
$9.51K - $10.3K
|
181
$61.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.09% |
$8.78K - $9.49K
|
38.3K
$13.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
35+ 0.5% |
$8.54K - $9.22K
|
6.98K
$2.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
30+ 1.03% |
$7.32K - $7.91K
|
2.94K
$1.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
29New |
$7.07K - $7.64K
|
29
$9.92K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
28+ 1.15% |
$6.83K - $7.38K
|
2.46K
$840K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
26+ 1.2% |
$6.34K - $6.85K
|
2.19K
$750K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
26+ 0.42% |
$6.34K - $6.85K
|
6.28K
$2.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
26+ 0.31% |
$6.34K - $6.85K
|
8.34K
$2.85M
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
24+ 1.21% |
$5.85K - $6.33K
|
2K
$685K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
21+ 0.37% |
$5.12K - $5.53K
|
5.68K
$1.94M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
20+ 2.0% |
$4.88K - $5.27K
|
1.02K
$348K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
19+ 0.42% |
$4.63K - $5.01K
|
4.57K
$1.56M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19+ 0.09% |
$4.63K - $5.01K
|
21.3K
$7.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
17+ 5.25% |
$4.15K - $4.48K
|
341
$117K
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
16+ 0.4% |
$3.9K - $4.22K
|
4.01K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
14+ 0.51% |
$3.41K - $3.69K
|
2.75K
$940K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
12+ 0.13% |
$2.93K - $3.16K
|
9.51K
$3.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
BUY
|
- |
11+ 1.03% |
$2.68K - $2.9K
|
1.07K
$367K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
9New |
$2.2K - $2.37K
|
9
$3.08K
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
7+ 0.15% |
$1.71K - $1.84K
|
4.58K
$1.56M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
6+ 0.06% |
$1.46K - $1.58K
|
10.3K
$3.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Campion Asset Management
|
BUY
|
- |
5+ 0.55% |
$1.22K - $1.32K
|
922
$315K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
4New |
$976 - $1.05K
|
4
$1.37K
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
4+ 0.02% |
$976 - $1.05K
|
16.7K
$5.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
4+ 0.41% |
$976 - $1.05K
|
986
$337K
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
3+ 0.0% |
$732 - $791
|
74.8K
$25.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
3+ 0.33% |
$732 - $791
|
909
$311K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3+ 0.06% |
$732 - $791
|
5.21K
$1.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.14% |
$488 - $527
|
1.45K
$495K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-1- 2.13% |
$244 - $264
|
46
$15.7K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1- 0.38% |
$244 - $264
|
259
$88.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1- 0.38% |
$244 - $264
|
259
$88.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-4- 0.45% |
$976 - $1.05K
|
890
$304K
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-4- 0.47% |
$976 - $1.05K
|
851
$291K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4- 0.28% |
$976 - $1.05K
|
1.41K
$482K
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-4- 0.31% |
$976 - $1.05K
|
1.28K
$438K
|
|
|
Oct 27, 2023
Q3 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-6- 0.07% |
$1.46K - $1.58K
|
8.11K
$2.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-6- 60.0% |
$1.46K - $1.58K
|
4
$1.37K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-6- 0.45% |
$1.46K - $1.58K
|
1.32K
$452K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-7- 0.02% |
$1.71K - $1.84K
|
30.1K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.76% |
$1.71K - $1.84K
|
920
$315K
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-7- 0.04% |
$1.71K - $1.84K
|
18.5K
$6.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-8- 0.18% |
$1.95K - $2.11K
|
4.56K
$1.56M
|