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 24, 2023
Q3 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-78- 3.49% |
$19K - $20.6K
|
2.16K
$737K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-87- 3.39% |
$21.2K - $22.9K
|
2.48K
$847K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-98- 1.91% |
$23.9K - $25.8K
|
5.02K
$1.72M
|
|
|
Nov 14, 2024
Q3 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-103- 0.55% |
$25.1K - $27.1K
|
18.7K
$6.39M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-104- 3.86% |
$25.4K - $27.4K
|
2.59K
$886K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-107- 8.12% |
$26.1K - $28.2K
|
1.21K
$414K
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-110- 0.27% |
$26.8K - $29K
|
40.2K
$13.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-120- 5.28% |
$29.3K - $31.6K
|
2.15K
$736K
|
|
|
Feb 12, 2024
Q3 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-120- 5.28% |
$29.3K - $31.6K
|
2.15K
$736K
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-125- 0.92% |
$30.5K - $32.9K
|
13.4K
$4.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-125- 12.63% |
$30.5K - $32.9K
|
865
$296K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-134- 0.23% |
$32.7K - $35.3K
|
57K
$19.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-136- 8.67% |
$33.2K - $35.8K
|
1.43K
$490K
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-139- 2.11% |
$33.9K - $36.6K
|
6.46K
$2.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
SELL
|
- |
-143- 4.69% |
$34.9K - $37.7K
|
2.91K
$994K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-144- 0.25% |
$35.1K - $38K
|
57K
$19.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-161- 0.94% |
$39.3K - $42.4K
|
16.9K
$5.78M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-162- 1.92% |
$39.5K - $42.7K
|
8.26K
$2.82M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-173- 0.19% |
$42.2K - $45.6K
|
88.5K
$30.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-177- 2.95% |
$43.2K - $46.7K
|
5.82K
$1.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-188- 7.84% |
$45.9K - $49.5K
|
2.21K
$755K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-199- 4.7% |
$48.5K - $52.4K
|
4.04K
$1.38M
|
|
|
Oct 26, 2023
Q3 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-199- 10.12% |
$48.5K - $52.4K
|
1.77K
$605K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-199- 4.7% |
$48.5K - $52.4K
|
4.04K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-199- 6.97% |
$48.5K - $52.4K
|
2.66K
$909K
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
SELL
|
- |
-200- 13.18% |
$48.8K - $52.7K
|
1.32K
$451K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-200- 7.32% |
$48.8K - $52.7K
|
2.53K
$866K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-200- 0.73% |
$48.8K - $52.7K
|
27.3K
$9.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-211- 32.26% |
$51.5K - $55.6K
|
443
$151K
|
|
|
Oct 11, 2023
Q3 2023
|
Stairway Partners, LLC
|
SELL
|
- |
-215- 0.27% |
$52.4K - $56.7K
|
79.2K
$27.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Core Wealth Management, Inc.
Jupiter, FL |
SELL
|
- |
-225- 13.78% |
$54.9K - $59.3K
|
1.41K
$481K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-230- 0.24% |
$56.1K - $60.6K
|
94.4K
$32.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-232- 0.24% |
$56.6K - $61.1K
|
97K
$33.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-241- 4.42% |
$58.8K - $63.5K
|
5.22K
$1.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-242- 13.86% |
$59K - $63.8K
|
1.5K
$514K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-247- 13.47% |
$60.2K - $65.1K
|
1.59K
$543K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-256- 4.22% |
$62.4K - $67.5K
|
5.81K
$1.99M
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-260- 0.15% |
$63.4K - $68.5K
|
174K
$59.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-265- 8.57% |
$64.6K - $69.8K
|
2.83K
$966K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-270- 8.16% |
$65.9K - $71.2K
|
3.04K
$1.04M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-273- 1.71% |
$66.6K - $72K
|
15.7K
$5.36M
|
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-273- 4.93% |
$66.6K - $72K
|
5.27K
$1.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-283- 7.88% |
$69K - $74.6K
|
3.31K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-295- 0.07% |
$72K - $77.8K
|
436K
$149M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-326- 3.03% |
$79.5K - $85.9K
|
10.4K
$3.56M
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-337- 9.46% |
$82.2K - $88.8K
|
3.23K
$1.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-340- 14.82% |
$82.9K - $89.6K
|
1.95K
$668K
|
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-349- 0.52% |
$85.1K - $92K
|
66.9K
$22.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-358- 1.59% |
$87.3K - $94.4K
|
22.2K
$7.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
SELL
|
- |
-367- 11.5% |
$89.5K - $96.7K
|
2.82K
$965K
|