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 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.96K+ 33.92% |
$2.1M - $2.46M
|
35.4K
$12.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
8.71K+ 167.5% |
$2.04M - $2.39M
|
13.9K
$4.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
8.5KNew |
$1.99M - $2.34M
|
8.5K
$2.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
8.33K+ 2.91% |
$1.95M - $2.29M
|
294K
$101M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
8.18K+ 74.7% |
$1.92M - $2.25M
|
19.1K
$6.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
8.15KNew |
$1.91M - $2.24M
|
8.15K
$2.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
7.86KNew |
$1.84M - $2.16M
|
7.86K
$2.69M
|
|
|
Jun 13, 2024
Q4 2023
|
Bakala Capital Management LLC
Greenville, SC |
BUY
|
- |
7.37KNew |
$1.73M - $2.03M
|
7.37K
$2.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
6.91K+ 4.48% |
$1.62M - $1.9M
|
161K
$55.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.89K+ 1.58% |
$1.61M - $1.89M
|
443K
$152M
|
|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
6.46K+ 33.68% |
$1.51M - $1.77M
|
25.6K
$8.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
5.48K+ 2.3% |
$1.28M - $1.51M
|
244K
$83.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
4.93KNew |
$1.16M - $1.36M
|
4.93K
$1.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
4.85K+ 11.92% |
$1.14M - $1.33M
|
45.6K
$15.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.62KNew |
$1.08M - $1.27M
|
4.62K
$1.58M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
4.6K+ 15.28% |
$1.08M - $1.26M
|
34.7K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
4.58K+ 5.56% |
$1.07M - $1.26M
|
86.9K
$29.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.46K+ 21.35% |
$1.05M - $1.23M
|
25.4K
$8.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.38K+ 3.15% |
$1.03M - $1.2M
|
143K
$49M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.19K+ 7.32% |
$983K - $1.15M
|
61.5K
$21M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
4.04KNew |
$946K - $1.11M
|
4.04K
$1.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
3.85K+ 5.65% |
$903K - $1.06M
|
72K
$24.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
3.85KNew |
$901K - $1.06M
|
3.85K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.82K+ 124.79% |
$895K - $1.05M
|
6.88K
$2.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.75K+ 45.58% |
$879K - $1.03M
|
12K
$4.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.72K+ 6.82% |
$873K - $1.02M
|
58.3K
$19.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
3.62K+ 78.48% |
$849K - $995K
|
8.24K
$2.82M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.53KNew |
$828K - $971K
|
3.53K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
3.53K+ 2.42% |
$827K - $970K
|
149K
$51M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
3.3KNew |
$772K - $906K
|
3.3K
$1.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
3.29K+ 360.07% |
$771K - $905K
|
4.21K
$1.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
3.13KNew |
$733K - $860K
|
3.13K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
2.9KNew |
$680K - $798K
|
2.9K
$993K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.87K+ 341.33% |
$674K - $790K
|
3.72K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.87KNew |
$673K - $789K
|
2.87K
$982K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.81KNew |
$659K - $773K
|
2.81K
$961K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.79K+ 8.57% |
$653K - $766K
|
35.3K
$12.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
2.71KNew |
$635K - $745K
|
2.71K
$927K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.67K+ 82.31% |
$626K - $734K
|
5.92K
$2.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.6K+ 1.68% |
$609K - $715K
|
157K
$53.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.6K+ 163.64% |
$609K - $714K
|
4.18K
$1.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
BUY
|
- |
2.56KNew |
$601K - $705K
|
2.56K
$877K
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
2.55K+ 0.97% |
$598K - $701K
|
266K
$91M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.54K+ 85.76% |
$594K - $697K
|
5.49K
$1.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.53K+ 47.57% |
$593K - $696K
|
7.85K
$2.68M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
2.5KNew |
$586K - $687K
|
2.5K
$855K
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
2.42K+ 0.8% |
$567K - $665K
|
304K
$104M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.39K+ 35.53% |
$560K - $657K
|
9.12K
$3.12M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.29K+ 158.03% |
$537K - $630K
|
3.74K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
12th Street Asset Management Company, LLC
Nashville, TN |
BUY
|
- |
2.25KNew |
$528K - $619K
|
2.25K
$770K
|