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 19, 2023
Q3 2023
|
Mason & Associates Inc
|
SELL
|
- |
-1.44K- 35.26% |
$351K - $379K
|
2.64K
$903K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.46K- 1.04% |
$355K - $384K
|
139K
$47.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.49K- 8.22% |
$362K - $391K
|
16.6K
$5.67M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.5K- 0.88% |
$366K - $396K
|
170K
$58.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.57K- 1.72% |
$383K - $414K
|
90K
$30.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.69K- 48.55% |
$412K - $445K
|
1.79K
$612K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-1.82K- 14.22% |
$443K - $478K
|
11K
$3.74M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.87K- 1.47% |
$455K - $492K
|
125K
$42.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.92K- 1.47% |
$467K - $505K
|
128K
$43.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.95K- 2.45% |
$475K - $513K
|
77.6K
$26.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.11K- 9.21% |
$514K - $555K
|
20.8K
$7.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.13K- 2.27% |
$520K - $561K
|
91.6K
$31.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
SELL
|
- |
-2.18K- 2.73% |
$531K - $574K
|
77.6K
$26.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.19K- 5.87% |
$534K - $577K
|
35.1K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.2K- 27.85% |
$537K - $580K
|
5.7K
$1.95M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.2K- 10.81% |
$537K - $581K
|
18.2K
$6.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.42K- 1.54% |
$591K - $639K
|
155K
$53M
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.63K- 14.85% |
$642K - $694K
|
15.1K
$5.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.65K- 9.95% |
$647K - $699K
|
24K
$8.21M
|
|
|
Oct 30, 2023
Q3 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-2.66K- 14.06% |
$648K - $700K
|
16.2K
$5.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.21K- 7.39% |
$783K - $847K
|
40.3K
$13.8M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.52K- 7.83% |
$859K - $928K
|
41.5K
$14.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-3.59K- 29.58% |
$875K - $946K
|
8.54K
$2.92M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-3.71K- 24.77% |
$906K - $979K
|
11.3K
$3.86M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-3.77K- 15.11% |
$920K - $994K
|
21.2K
$7.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.88K- 6.64% |
$947K - $1.02M
|
54.6K
$18.7M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.89K- 5.97% |
$948K - $1.02M
|
61.2K
$20.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-3.97K- 4.24% |
$969K - $1.05M
|
89.7K
$30.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
SELL
|
- |
-4.12K- 30.16% |
$1.01M - $1.09M
|
9.55K
$3.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.13K- 2.78% |
$1.01M - $1.09M
|
144K
$49.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-4.16K- 1.87% |
$1.02M - $1.1M
|
219K
$74.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-4.2K- 6.24% |
$1.02M - $1.11M
|
63.1K
$21.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.07K- 2.4% |
$1.24M - $1.34M
|
206K
$70.5M
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-5.11K- 12.26% |
$1.25M - $1.35M
|
36.6K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.16K- 0.48% |
$1.26M - $1.36M
|
1.06M
$362M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-5.24K- 5.23% |
$1.28M - $1.38M
|
94.9K
$32.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.61K- 21.41% |
$1.37M - $1.48M
|
20.6K
$7.04M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.61K- 78.57% |
$1.37M - $1.48M
|
1.53K
$524K
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-5.62K- 53.52% |
$1.37M - $1.48M
|
4.88K
$1.67M
|
|
|
Oct 31, 2023
Q3 2023
|
River & Mercantile LLC
Waltham, MA |
SELL
|
- |
-5.74K- 12.02% |
$1.4M - $1.51M
|
42K
$14.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-7.38K- 57.59% |
$1.8M - $1.95M
|
5.44K
$1.86M
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-7.75KClosed |
$1.89M - $2.04M
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-7.91K- 2.69% |
$1.93M - $2.08M
|
286K
$97.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.95K- 3.04% |
$2.18M - $2.36M
|
285K
$97.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-9.93K- 2.31% |
$2.42M - $2.62M
|
421K
$144M
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-10.1K- 1.83% |
$2.46M - $2.66M
|
541K
$185M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-10.3K- 11.12% |
$2.52M - $2.72M
|
82.5K
$28.2M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-11K- 60.36% |
$2.69M - $2.91M
|
7.24K
$2.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12K- 69.27% |
$2.93M - $3.16M
|
5.32K
$1.82M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-12.5K- 35.76% |
$3.05M - $3.3M
|
22.5K
$7.69M
|