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 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-312- 22.51% |
$64.5K - $73.5K
|
1.07K
$367K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-325- 15.49% |
$67.2K - $76.5K
|
1.77K
$606K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-332- 0.92% |
$68.7K - $78.2K
|
35.6K
$12.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-370- 0.95% |
$76.5K - $87.1K
|
38.5K
$13.2M
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-379- 1.79% |
$78.4K - $89.2K
|
20.8K
$7.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-400- 9.05% |
$82.8K - $94.2K
|
4.02K
$1.37M
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-421- 9.87% |
$87.1K - $99.1K
|
3.85K
$1.32M
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-426- 2.25% |
$88.1K - $100K
|
18.5K
$6.34M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-428- 12.91% |
$88.5K - $101K
|
2.89K
$988K
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
SELL
|
- |
-447- 3.18% |
$92.5K - $105K
|
13.6K
$4.66M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-466- 44.34% |
$96.4K - $110K
|
585
$200K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-470- 4.73% |
$97.2K - $111K
|
9.46K
$3.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-473- 0.31% |
$97.9K - $111K
|
151K
$51.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-487- 67.36% |
$101K - $115K
|
236
$80.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-500- 12.9% |
$103K - $118K
|
3.38K
$1.15M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-511- 0.49% |
$106K - $120K
|
103K
$35.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-528- 0.92% |
$109K - $124K
|
57.1K
$19.5M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-539- 5.0% |
$112K - $127K
|
10.2K
$3.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-592- 11.55% |
$122K - $139K
|
4.53K
$1.55M
|
|
|
Jan 18, 2023
Q4 2022
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-600- 16.52% |
$124K - $141K
|
3.03K
$1.04M
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
SELL
|
- |
-604- 9.45% |
$125K - $142K
|
5.79K
$1.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-623- 4.87% |
$129K - $147K
|
12.2K
$4.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-682- 1.61% |
$141K - $161K
|
41.8K
$14.3M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-708- 93.77% |
$146K - $167K
|
47
$16.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-713- 53.73% |
$148K - $168K
|
614
$210K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-745- 0.9% |
$154K - $175K
|
81.8K
$28M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-764- 22.38% |
$158K - $180K
|
2.65K
$906K
|
|
|
Feb 10, 2023
Q4 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-850- 32.68% |
$176K - $200K
|
1.75K
$599K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-913- 31.75% |
$189K - $215K
|
1.96K
$671K
|
|
|
Jan 23, 2023
Q4 2022
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-932- 4.63% |
$193K - $219K
|
19.2K
$6.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-936- 2.92% |
$194K - $220K
|
31.1K
$10.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-953- 1.34% |
$197K - $224K
|
70.4K
$24.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-956- 51.62% |
$198K - $225K
|
896
$306K
|
|
|
Jan 20, 2023
Q4 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-985- 4.85% |
$204K - $232K
|
19.3K
$6.61M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.06K- 10.4% |
$220K - $251K
|
9.17K
$3.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-1.09K- 34.63% |
$224K - $255K
|
2.05K
$700K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.09K- 13.93% |
$225K - $256K
|
6.72K
$2.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
SELL
|
- |
-1.09K- 0.5% |
$225K - $256K
|
218K
$74.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.18K- 1.92% |
$245K - $279K
|
60.4K
$20.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.23K- 3.72% |
$255K - $290K
|
31.9K
$10.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-1.25K- 1.51% |
$258K - $294K
|
81.6K
$27.9M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.25K- 2.18% |
$259K - $295K
|
56.2K
$19.2M
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.3K- 10.31% |
$269K - $306K
|
11.3K
$3.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.31K- 2.56% |
$270K - $307K
|
49.6K
$17M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.42K- 1.12% |
$293K - $334K
|
125K
$42.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-1.54K- 4.98% |
$318K - $361K
|
29.3K
$10M
|
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-1.68K- 15.12% |
$347K - $395K
|
9.41K
$3.22M
|
|
|
Jan 20, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1.71K- 6.13% |
$354K - $403K
|
26.2K
$8.96M
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-1.72K- 64.21% |
$355K - $404K
|
956
$327K
|
|
|
Sep 08, 2023
Q4 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-1.72KClosed |
$355K - $404K
|
0
$0
|