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
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-11- 4.4% |
$2.68K - $2.9K
|
239
$81.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-12- 0.39% |
$2.93K - $3.16K
|
3.03K
$1.04M
|
|
|
Oct 03, 2023
Q3 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-12- 0.19% |
$2.93K - $3.16K
|
6.39K
$2.18M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-13- 0.12% |
$3.17K - $3.43K
|
11.2K
$3.81M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-14- 0.33% |
$3.41K - $3.69K
|
4.26K
$1.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-15- 0.95% |
$3.66K - $3.95K
|
1.56K
$533K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-15- 1.38% |
$3.66K - $3.95K
|
1.07K
$366K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-17- 0.47% |
$4.15K - $4.48K
|
3.6K
$1.23M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-20- 0.3% |
$4.88K - $5.27K
|
6.61K
$2.26M
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-21- 0.15% |
$5.12K - $5.53K
|
13.8K
$4.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-21- 8.2% |
$5.12K - $5.53K
|
235
$80.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-22- 2.29% |
$5.37K - $5.8K
|
939
$321K
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-25- 0.91% |
$6.1K - $6.59K
|
2.71K
$928K
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-26- 2.01% |
$6.34K - $6.85K
|
1.27K
$433K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-26- 0.24% |
$6.34K - $6.85K
|
10.6K
$3.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-27- 2.24% |
$6.59K - $7.12K
|
1.18K
$403K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-29- 0.52% |
$7.07K - $7.64K
|
5.57K
$1.91M
|
|
|
Nov 14, 2023
Q3 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-30- 90.91% |
$7.32K - $7.91K
|
3
$1.03K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-30- 1.47% |
$7.32K - $7.91K
|
2.01K
$686K
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-35- 3.91% |
$8.54K - $9.22K
|
859
$294K
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-35- 0.15% |
$8.54K - $9.22K
|
23.2K
$7.92M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-35- 1.37% |
$8.54K - $9.22K
|
2.52K
$861K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-36- 0.61% |
$8.78K - $9.49K
|
5.9K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-38- 1.05% |
$9.27K - $10K
|
3.6K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-44- 4.97% |
$10.7K - $11.6K
|
842
$288K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-48- 1.28% |
$11.7K - $12.7K
|
3.7K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-48- 0.24% |
$11.7K - $12.7K
|
20.1K
$6.87M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-49- 1.72% |
$12K - $12.9K
|
2.8K
$956K
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-50- 3.33% |
$12.2K - $13.2K
|
1.45K
$496K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-50- 1.45% |
$12.2K - $13.2K
|
3.41K
$1.17M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-57- 7.29% |
$13.9K - $15K
|
725
$248K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-57- 1.88% |
$13.9K - $15K
|
2.98K
$1.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-57- 10.44% |
$13.9K - $15K
|
489
$167K
|
|
|
Oct 10, 2023
Q3 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-59- 5.22% |
$14.4K - $15.6K
|
1.07K
$366K
|
|
|
Nov 13, 2023
Q3 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-60- 0.01% |
$14.6K - $15.8K
|
427K
$146M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-60- 0.69% |
$14.6K - $15.8K
|
8.68K
$2.97M
|
|
|
Oct 16, 2023
Q3 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-60- 2.09% |
$14.6K - $15.8K
|
2.81K
$961K
|
|
|
Nov 03, 2023
Q3 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-60- 0.1% |
$14.6K - $15.8K
|
59.3K
$20.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-60- 2.89% |
$14.6K - $15.8K
|
2.01K
$688K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-61- 15.06% |
$14.9K - $16.1K
|
344
$118K
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-61- 2.1% |
$14.9K - $16.1K
|
2.84K
$970K
|
|
|
Nov 16, 2023
Q3 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-63- 4.16% |
$15.4K - $16.6K
|
1.45K
$496K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-69- 0.68% |
$16.8K - $18.2K
|
10K
$3.43M
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-70- 6.37% |
$17.1K - $18.4K
|
1.03K
$352K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-70- 5.09% |
$17.1K - $18.4K
|
1.3K
$446K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-71- 6.2% |
$17.3K - $18.7K
|
1.07K
$367K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-71- 28.74% |
$17.3K - $18.7K
|
176
$60.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-71- 28.74% |
$17.3K - $18.7K
|
176
$60.2K
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-73- 0.4% |
$17.8K - $19.2K
|
18.3K
$6.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-76- 0.14% |
$18.5K - $20K
|
54.6K
$18.7M
|