Purchases and Sales Made in Q4 2022 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-1.87KClosed |
$387K - $440K
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.93K- 1.16% |
$400K - $455K
|
165K
$56.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-2.1K- 10.31% |
$435K - $495K
|
18.3K
$6.26M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2.24KClosed |
$463K - $527K
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-2.29K- 2.83% |
$475K - $540K
|
78.8K
$27M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-2.5K- 2.4% |
$517K - $589K
|
102K
$34.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-2.54K- 16.1% |
$526K - $598K
|
13.2K
$4.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.56K- 67.34% |
$529K - $602K
|
1.24K
$424K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
SELL
|
- |
-2.6K- 19.05% |
$538K - $612K
|
11K
$3.78M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.77K- 3.69% |
$574K - $653K
|
72.4K
$24.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.95K- 10.2% |
$611K - $696K
|
26K
$8.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.25K- 47.86% |
$672K - $765K
|
3.54K
$1.21M
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-3.26K- 3.28% |
$674K - $768K
|
96.3K
$32.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-3.27K- 52.07% |
$676K - $769K
|
3.01K
$1.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-3.46K- 15.51% |
$717K - $816K
|
18.9K
$6.45M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-3.49K- 52.89% |
$722K - $822K
|
3.11K
$1.06M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-3.6K- 10.25% |
$744K - $847K
|
31.5K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.62K- 17.18% |
$749K - $853K
|
17.5K
$5.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-3.7K- 11.09% |
$765K - $871K
|
29.7K
$10.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-3.8K- 18.56% |
$786K - $895K
|
16.7K
$5.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.85K- 5.26% |
$796K - $906K
|
69.3K
$23.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.93K- 9.55% |
$813K - $925K
|
37.2K
$12.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3.97KClosed |
$821K - $934K
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-4K- 64.52% |
$828K - $942K
|
2.2K
$752K
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-4.51K- 62.55% |
$933K - $1.06M
|
2.7K
$924K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.84K- 3.48% |
$1M - $1.14M
|
134K
$45.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-5.55K- 11.78% |
$1.15M - $1.31M
|
41.6K
$14.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.67K- 7.97% |
$1.17M - $1.33M
|
65.4K
$22.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-6.1K- 5.73% |
$1.26M - $1.44M
|
100K
$34.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
SELL
|
- |
-6.35K- 4.9% |
$1.31M - $1.5M
|
123K
$42.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-6.79K- 4.65% |
$1.41M - $1.6M
|
139K
$47.6M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-8.07K- 55.5% |
$1.67M - $1.9M
|
6.47K
$2.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8.07K- 44.19% |
$1.67M - $1.9M
|
10.2K
$3.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-8.11K- 20.55% |
$1.68M - $1.91M
|
31.3K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-8.36K- 42.19% |
$1.73M - $1.97M
|
11.5K
$3.92M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.31K- 5.48% |
$1.93M - $2.19M
|
161K
$54.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Davidson Investment Advisors
|
SELL
|
- |
-12.3K- 78.6% |
$2.54M - $2.89M
|
3.34K
$1.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-13K- 22.43% |
$2.68M - $3.05M
|
44.8K
$15.3M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.1K- 75.91% |
$2.72M - $3.1M
|
4.17K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.2K- 1.98% |
$2.72M - $3.1M
|
651K
$223M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13.2K- 1.98% |
$2.72M - $3.1M
|
651K
$223M
|
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-14.7K- 88.86% |
$3.05M - $3.47M
|
1.85K
$632K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.2K- 7.23% |
$3.15M - $3.59M
|
195K
$66.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-15.8K- 69.06% |
$3.26M - $3.71M
|
7.06K
$2.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-16.4K- 9.67% |
$3.4M - $3.86M
|
153K
$52.4M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-18.7K- 50.7% |
$3.87M - $4.41M
|
18.2K
$6.22M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-19.5K- 20.35% |
$4.04M - $4.59M
|
76.4K
$26.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-19.9K- 49.39% |
$4.12M - $4.69M
|
20.4K
$6.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-36.4K- 57.64% |
$7.52M - $8.56M
|
26.7K
$9.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-36.9K- 5.93% |
$7.64M - $8.7M
|
586K
$200M
|