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 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-36- 40.45% |
$8.44K - $9.9K
|
53
$18.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-38- 3.54% |
$8.91K - $10.4K
|
1.04K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
SELL
|
- |
-39- 4.23% |
$9.14K - $10.7K
|
883
$302K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-40- 2.81% |
$9.37K - $11K
|
1.38K
$473K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-40- 2.11% |
$9.37K - $11K
|
1.86K
$635K
|
|
|
Jan 24, 2024
Q4 2023
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-41- 3.83% |
$9.61K - $11.3K
|
1.03K
$352K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-41- 0.12% |
$9.61K - $11.3K
|
34.9K
$11.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-42- 4.48% |
$9.84K - $11.5K
|
896
$306K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-52- 1.54% |
$12.2K - $14.3K
|
3.32K
$1.14M
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-53- 0.28% |
$12.4K - $14.6K
|
18.6K
$6.37M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-53- 4.92% |
$12.4K - $14.6K
|
1.02K
$350K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-54- 1.28% |
$12.7K - $14.8K
|
4.18K
$1.43M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
SELL
|
- |
-55- 1.05% |
$12.9K - $15.1K
|
5.21K
$1.78M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-56- 19.86% |
$13.1K - $15.4K
|
226
$77.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-58- 5.07% |
$13.6K - $15.9K
|
1.09K
$371K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-62- 3.08% |
$14.5K - $17K
|
1.95K
$667K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-62- 1.58% |
$14.5K - $17K
|
3.87K
$1.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-65- 0.11% |
$15.2K - $17.9K
|
59.2K
$20.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-67- 3.92% |
$15.7K - $18.4K
|
1.64K
$562K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-70- 2.82% |
$16.4K - $19.2K
|
2.41K
$824K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-70- 13.46% |
$16.4K - $19.2K
|
450
$154K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-71- 0.11% |
$16.6K - $19.5K
|
64.3K
$22M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-75- 8.24% |
$17.6K - $20.6K
|
835
$286K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-76- 29.12% |
$17.8K - $20.9K
|
185
$63.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-77- 0.09% |
$18K - $21.2K
|
83.2K
$28.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-78- 0.7% |
$18.3K - $21.4K
|
11.1K
$3.79M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-83- 2.73% |
$19.5K - $22.8K
|
2.96K
$1.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-86- 18.22% |
$20.2K - $23.6K
|
386
$132K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-92- 2.56% |
$21.6K - $25.3K
|
3.51K
$1.2M
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-93- 2.25% |
$21.8K - $25.6K
|
4.04K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-93- 0.89% |
$21.8K - $25.6K
|
10.4K
$3.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-97- 2.12% |
$22.7K - $26.7K
|
4.47K
$1.53M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-100- 1.7% |
$23.4K - $27.5K
|
5.78K
$1.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-101- 0.42% |
$23.7K - $27.8K
|
23.9K
$8.18M
|
|
|
Jan 17, 2024
Q4 2023
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-101- 9.73% |
$23.7K - $27.8K
|
937
$320K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-105- 2.84% |
$24.6K - $28.9K
|
3.6K
$1.23M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-109- 0.79% |
$25.5K - $30K
|
13.7K
$4.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-112- 4.39% |
$26.2K - $30.8K
|
2.44K
$834K
|
|
|
Jan 30, 2024
Q4 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-120- 5.57% |
$28.1K - $33K
|
2.03K
$695K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-128- 2.8% |
$30K - $35.2K
|
4.44K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-128- 0.38% |
$30K - $35.2K
|
33.7K
$11.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-130- 2.61% |
$30.5K - $35.7K
|
4.86K
$1.66M
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-130- 10.26% |
$30.5K - $35.7K
|
1.14K
$389K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-134- 4.41% |
$31.4K - $36.8K
|
2.9K
$993K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-141- 7.22% |
$33K - $38.8K
|
1.81K
$620K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-141- 15.0% |
$33K - $38.8K
|
799
$273K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-144- 3.35% |
$33.7K - $39.6K
|
4.15K
$1.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-144- 1.74% |
$33.7K - $39.6K
|
8.11K
$2.77M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-148- 3.67% |
$34.7K - $40.7K
|
3.89K
$1.33M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-148- 3.67% |
$34.7K - $40.7K
|
3.89K
$1.33M
|