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 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1+ 0.01% |
$234 - $275
|
10K
$3.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.09% |
$234 - $275
|
1.07K
$366K
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1+ 0.08% |
$234 - $275
|
1.18K
$403K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1+ 0.0% |
$234 - $275
|
25K
$8.56M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.03% |
$234 - $275
|
3.16K
$1.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.39% |
$234 - $275
|
260
$88.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1+ 0.04% |
$234 - $275
|
2.39K
$818K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.25% |
$234 - $275
|
400
$137K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.39% |
$234 - $275
|
260
$88.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.35% |
$234 - $275
|
287
$98.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.73% |
$234 - $275
|
138
$47.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-1- 0.07% |
$234 - $275
|
1.37K
$468K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1- 0.04% |
$234 - $275
|
2.71K
$928K
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1- 0.04% |
$234 - $275
|
2.84K
$970K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.02% |
$234 - $275
|
4.53K
$1.55M
|
|
|
Jan 18, 2024
Q4 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-1- 0.02% |
$234 - $275
|
5.27K
$1.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-3- 1.46% |
$703 - $825
|
202
$69.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-3- 1.55% |
$703 - $825
|
191
$65.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3- 0.19% |
$703 - $825
|
1.56K
$532K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-4- 0.33% |
$937 - $1.1K
|
1.21K
$415K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-6- 0.01% |
$1.41K - $1.65K
|
97K
$33.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-10- 17.86% |
$2.34K - $2.75K
|
46
$15.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-10- 0.29% |
$2.34K - $2.75K
|
3.43K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-10- 0.04% |
$2.34K - $2.75K
|
23.2K
$7.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-11- 0.51% |
$2.58K - $3.02K
|
2.15K
$733K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-13- 0.02% |
$3.05K - $3.57K
|
54.6K
$18.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-15- 0.44% |
$3.52K - $4.12K
|
3.4K
$1.16M
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-17- 0.24% |
$3.98K - $4.67K
|
6.98K
$2.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-17- 0.29% |
$3.98K - $4.67K
|
5.8K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
SELL
|
- |
-19- 1.44% |
$4.45K - $5.22K
|
1.3K
$444K
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-19- 0.04% |
$4.45K - $5.22K
|
53.3K
$18.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-19- 0.66% |
$4.45K - $5.22K
|
2.85K
$976K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-19- 0.65% |
$4.45K - $5.22K
|
2.92K
$999K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-21- 4.74% |
$4.92K - $5.77K
|
422
$144K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-21- 1.15% |
$4.92K - $5.77K
|
1.81K
$620K
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-21- 0.49% |
$4.92K - $5.77K
|
4.25K
$1.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-21- 21.65% |
$4.92K - $5.77K
|
76
$26K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-22- 9.21% |
$5.16K - $6.05K
|
217
$74.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-23- 50.0% |
$5.39K - $6.32K
|
23
$7.86K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-23- 0.93% |
$5.39K - $6.32K
|
2.46K
$839K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-24- 2.0% |
$5.62K - $6.6K
|
1.18K
$403K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-25- 0.02% |
$5.86K - $6.87K
|
101K
$34.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-29- 1.77% |
$6.8K - $7.97K
|
1.61K
$552K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-29- 6.95% |
$6.8K - $7.97K
|
388
$133K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-31- 1.2% |
$7.27K - $8.52K
|
2.56K
$875K
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-33- 16.75% |
$7.73K - $9.07K
|
164
$56.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-34- 2.14% |
$7.97K - $9.35K
|
1.56K
$533K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-35- 0.76% |
$8.2K - $9.62K
|
4.6K
$1.57M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-36- 4.14% |
$8.44K - $9.9K
|
833
$285K
|