Purchases and Sales Made in Q4 2023 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-579- 1.02% |
$136K - $159K
|
56.4K
$19.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-590- 4.4% |
$138K - $162K
|
12.8K
$4.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-618- 28.03% |
$145K - $170K
|
1.59K
$543K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-645- 12.39% |
$151K - $177K
|
4.56K
$1.56M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-661- 14.49% |
$155K - $182K
|
3.9K
$1.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-668- 34.12% |
$157K - $184K
|
1.29K
$441K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-672- 1.88% |
$157K - $185K
|
35.1K
$12M
|
|
|
Nov 14, 2024
Q4 2023
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-678- 10.42% |
$159K - $186K
|
5.83K
$1.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-719- 5.82% |
$169K - $198K
|
11.6K
$3.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-724- 1.49% |
$170K - $199K
|
48K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-732- 31.84% |
$172K - $201K
|
1.57K
$536K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-763- 0.98% |
$179K - $210K
|
76.8K
$26.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-763- 3.89% |
$179K - $210K
|
18.9K
$6.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-788- 2.85% |
$185K - $217K
|
26.8K
$9.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-854- 76.32% |
$200K - $235K
|
265
$90.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-896- 5.52% |
$210K - $246K
|
15.3K
$5.24M
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-907- 5.23% |
$213K - $249K
|
16.4K
$5.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-921- 1.01% |
$216K - $253K
|
90.7K
$31M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-934- 4.42% |
$219K - $257K
|
20.2K
$6.91M
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-942- 33.33% |
$221K - $259K
|
1.88K
$644K
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-968- 45.96% |
$227K - $266K
|
1.14K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-974- 2.91% |
$228K - $268K
|
32.5K
$11.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-1.02K- 0.83% |
$239K - $280K
|
122K
$41.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.24K- 1.5% |
$291K - $341K
|
81.2K
$27.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-1.25K- 44.89% |
$293K - $344K
|
1.54K
$526K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.25K- 19.95% |
$294K - $344K
|
5.03K
$1.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.32K- 50.0% |
$310K - $363K
|
1.32K
$452K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.35K- 25.92% |
$317K - $372K
|
3.86K
$1.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.43K- 1.14% |
$334K - $392K
|
124K
$42.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.45K- 17.86% |
$339K - $398K
|
6.66K
$2.28M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.46K- 8.02% |
$341K - $400K
|
16.7K
$5.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.53K- 81.46% |
$357K - $419K
|
347
$119K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.53K- 59.77% |
$359K - $421K
|
1.03K
$353K
|
|
|
Jan 17, 2024
Q4 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.63K- 12.9% |
$381K - $447K
|
11K
$3.75M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.64K- 7.73% |
$384K - $451K
|
19.6K
$6.69M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.87K- 39.27% |
$438K - $514K
|
2.89K
$990K
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.87K- 11.28% |
$438K - $514K
|
14.7K
$5.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.91K- 2.01% |
$448K - $526K
|
93.2K
$31.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-1.97K- 7.1% |
$461K - $540K
|
25.7K
$8.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-2.05K- 2.28% |
$480K - $563K
|
87.7K
$30M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.21K- 14.66% |
$519K - $609K
|
12.9K
$4.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-2.27K- 6.2% |
$531K - $623K
|
34.3K
$11.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.27K- 39.84% |
$532K - $624K
|
3.43K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.37K- 60.59% |
$555K - $651K
|
1.54K
$527K
|
|
|
Jan 03, 2024
Q4 2023
|
Stairway Partners, LLC
|
SELL
|
- |
-2.38K- 3.01% |
$558K - $654K
|
76.8K
$26.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-2.47K- 42.39% |
$579K - $679K
|
3.36K
$1.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-2.51K- 5.52% |
$587K - $689K
|
42.9K
$14.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
SELL
|
- |
-2.58K- 35.63% |
$605K - $710K
|
4.67K
$1.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2.67K- 10.38% |
$625K - $733K
|
23K
$7.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.67K- 1.57% |
$626K - $734K
|
167K
$57.2M
|