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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
353+ 24.33% |
$82.7K - $97K
|
1.8K
$617K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
333+ 23.63% |
$78K - $91.5K
|
1.74K
$596K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
328New |
$76.9K - $90.2K
|
328
$112K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
303+ 20.46% |
$71K - $83.3K
|
1.78K
$610K
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
BUY
|
- |
296+ 28.88% |
$69.4K - $81.4K
|
1.32K
$452K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
295+ 5.4% |
$69.1K - $81.1K
|
5.76K
$1.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
265+ 30.64% |
$62.1K - $72.8K
|
1.13K
$386K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
263+ 0.8% |
$61.6K - $72.3K
|
33.3K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
248+ 0.71% |
$58.1K - $68.2K
|
35.4K
$12.1M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
242+ 15.81% |
$56.7K - $66.5K
|
1.77K
$606K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
242+ 0.64% |
$56.7K - $66.5K
|
37.9K
$13M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
204+ 23.21% |
$47.8K - $56.1K
|
1.08K
$370K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
202+ 1.41% |
$47.3K - $55.5K
|
14.5K
$4.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
176+ 12.96% |
$41.2K - $48.4K
|
1.53K
$525K
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
172+ 1.54% |
$40.3K - $47.3K
|
11.4K
$3.88M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
162+ 8.05% |
$38K - $44.5K
|
2.17K
$743K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
159+ 7.2% |
$37.3K - $43.7K
|
2.37K
$810K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
148New |
$34.7K - $40.7K
|
148
$50.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
144+ 3.99% |
$33.7K - $39.6K
|
3.76K
$1.28M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
126+ 0.68% |
$29.5K - $34.6K
|
18.7K
$6.38M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
120New |
$28.1K - $33K
|
120
$41K
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
90+ 4.86% |
$21.1K - $24.7K
|
1.94K
$663K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
86+ 0.43% |
$20.2K - $23.6K
|
20.2K
$6.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
80+ 3.67% |
$18.7K - $22K
|
2.26K
$773K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
80+ 0.44% |
$18.7K - $22K
|
18.4K
$6.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
78+ 5.19% |
$18.3K - $21.4K
|
1.58K
$541K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
75New |
$17.6K - $20.6K
|
75
$25.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
73New |
$17.1K - $20.1K
|
73
$25K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
70+ 0.73% |
$16.4K - $19.2K
|
9.62K
$3.29M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
70+ 0.6% |
$16.4K - $19.2K
|
11.8K
$4.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
65+ 1.42% |
$15.2K - $17.9K
|
4.64K
$1.59M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
65+ 10.98% |
$15.2K - $17.9K
|
657
$225K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
65+ 0.61% |
$15.2K - $17.9K
|
10.7K
$3.65M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
64+ 1.22% |
$15K - $17.6K
|
5.3K
$1.81M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
62+ 0.23% |
$14.5K - $17K
|
27.4K
$9.37M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
60+ 13.1% |
$14.1K - $16.5K
|
518
$177K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
56New |
$13.1K - $15.4K
|
56
$19.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
52+ 0.24% |
$12.2K - $14.3K
|
21.3K
$7.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
50+ 2.58% |
$11.7K - $13.7K
|
1.99K
$680K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
47+ 4.27% |
$11K - $12.9K
|
1.15K
$393K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
45+ 0.98% |
$10.5K - $12.4K
|
4.65K
$1.59M
|
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
BUY
|
- |
44+ 0.79% |
$10.3K - $12.1K
|
5.58K
$1.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
42+ 1.53% |
$9.84K - $11.5K
|
2.79K
$955K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
42+ 0.66% |
$9.84K - $11.5K
|
6.45K
$2.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
41+ 455.56% |
$9.61K - $11.3K
|
50
$17.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
41+ 0.81% |
$9.61K - $11.3K
|
5.13K
$1.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
40New |
$9.37K - $11K
|
40
$13.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
38+ 1.36% |
$8.91K - $10.4K
|
2.84K
$969K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
37+ 0.05% |
$8.67K - $10.2K
|
70.6K
$24.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
37New |
$8.67K - $10.2K
|
37
$12.7K
|