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 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-15.6K- 93.29% |
$3.8M - $4.1M
|
1.12K
$383K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.4K- 85.72% |
$4.48M - $4.85M
|
3.06K
$1.05M
|
|
|
Oct 30, 2023
Q3 2023
|
Strategic Investment Management, LLC
|
SELL
|
- |
-19.5K- 54.34% |
$4.76M - $5.14M
|
16.4K
$5.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.7K- 38.19% |
$5.05M - $5.45M
|
33.5K
$11.5M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-25.3K- 3.41% |
$6.18M - $6.68M
|
719K
$246M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-26K- 5.02% |
$6.34M - $6.85M
|
491K
$168M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-28.2K- 21.06% |
$6.87M - $7.42M
|
106K
$36.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-29.9K- 27.36% |
$7.3M - $7.89M
|
79.5K
$27.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-32.3K- 97.17% |
$7.88M - $8.51M
|
940
$321K
|
|
|
Nov 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-36.3K- 1.65% |
$8.86M - $9.57M
|
2.16M
$739M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-44.3K- 79.81% |
$10.8M - $11.7M
|
11.2K
$3.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Georgetown University
Washington, DC |
SELL
|
- |
-57.2K- 36.59% |
$13.9M - $15.1M
|
99K
$33.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-62.7K- 19.41% |
$15.3M - $16.5M
|
260K
$89M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-63.6K- 87.11% |
$15.5M - $16.8M
|
9.41K
$3.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-101K- 62.05% |
$24.5M - $26.5M
|
61.5K
$21M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-183K- 28.11% |
$44.5M - $48.1M
|
467K
$160M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-262K- 34.19% |
$63.9M - $69.1M
|
505K
$173M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-630K- 97.63% |
$154M - $166M
|
15.3K
$5.23M
|