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 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-150- 10.34% |
$35.2K - $41.2K
|
1.3K
$445K
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-153- 1.47% |
$35.9K - $42.1K
|
10.3K
$3.51M
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-154- 7.32% |
$36.1K - $42.3K
|
1.95K
$666K
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-164- 1.07% |
$38.4K - $45.1K
|
15.1K
$5.18M
|
|
Feb 15, 2024
Q4 2023
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-185- 6.29% |
$43.4K - $50.9K
|
2.76K
$943K
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-186- 18.08% |
$43.6K - $51.1K
|
843
$288K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-187- 5.33% |
$43.8K - $51.4K
|
3.32K
$1.14M
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-190- 1.84% |
$44.5K - $52.2K
|
10.2K
$3.47M
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-191- 2.82% |
$44.8K - $52.5K
|
6.58K
$2.25M
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-193- 8.8% |
$45.2K - $53K
|
2K
$684K
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-194- 1.11% |
$45.5K - $53.3K
|
17.2K
$5.89M
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-194- 1.16% |
$45.5K - $53.3K
|
16.5K
$5.64M
|
|
Jun 10, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-197- 4.74% |
$46.2K - $54.1K
|
3.96K
$1.36M
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-198- 11.41% |
$46.4K - $54.4K
|
1.54K
$526K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-198- 28.25% |
$46.4K - $54.4K
|
503
$172K
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-199- 0.81% |
$46.6K - $54.7K
|
24.4K
$8.33M
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-200- 3.48% |
$46.9K - $55K
|
5.54K
$1.89M
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-203- 1.31% |
$47.6K - $55.8K
|
15.3K
$5.22M
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-204- 6.86% |
$47.8K - $56.1K
|
2.77K
$948K
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-235- 4.25% |
$55.1K - $64.6K
|
5.29K
$1.81M
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-236- 7.32% |
$55.3K - $64.9K
|
2.99K
$1.02M
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-250- 0.17% |
$58.6K - $68.7K
|
149K
$50.8M
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-260- 0.16% |
$60.9K - $71.5K
|
161K
$55.1M
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-264- 2.06% |
$61.9K - $72.6K
|
12.6K
$4.29M
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-266- 0.27% |
$62.3K - $73.1K
|
98.5K
$33.7M
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-266- 0.27% |
$62.3K - $73.1K
|
98.5K
$33.7M
|
|
Jan 31, 2024
Q4 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-270- 9.61% |
$63.3K - $74.2K
|
2.54K
$869K
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-273- 9.77% |
$64K - $75K
|
2.52K
$862K
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-274- 2.85% |
$64.2K - $75.3K
|
9.33K
$3.19M
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-275- 3.81% |
$64.4K - $75.6K
|
6.94K
$2.37M
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-279- 17.37% |
$65.4K - $76.7K
|
1.33K
$454K
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-281- 0.47% |
$65.9K - $77.2K
|
59K
$20.2M
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-284- 3.46% |
$66.6K - $78.1K
|
7.92K
$2.71M
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-302- 0.34% |
$70.8K - $83K
|
89.7K
$30.7M
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-312- 13.3% |
$73.1K - $85.8K
|
2.03K
$696K
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-314- 4.86% |
$73.6K - $86.3K
|
6.15K
$2.1M
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-325- 13.23% |
$76.2K - $89.3K
|
2.13K
$729K
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-334- 0.19% |
$78.3K - $91.8K
|
174K
$59.5M
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-340- 23.42% |
$79.7K - $93.5K
|
1.11K
$380K
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-346- 3.98% |
$81.1K - $95.1K
|
8.36K
$2.86M
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-350- 23.33% |
$82K - $96.2K
|
1.15K
$393K
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-350- 2.64% |
$82K - $96.2K
|
12.9K
$4.42M
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
SELL
|
- |
-364- 1.56% |
$85.3K - $100K
|
23K
$7.87M
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-381- 0.96% |
$89.3K - $105K
|
39.5K
$13.5M
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-392- 26.17% |
$91.9K - $108K
|
1.11K
$378K
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-418- 9.81% |
$98K - $115K
|
3.84K
$1.31M
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-419- 2.67% |
$98.2K - $115K
|
15.3K
$5.22M
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-439- 6.06% |
$103K - $121K
|
6.8K
$2.33M
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-464- 0.24% |
$109K - $128K
|
192K
$65.6M
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-572- 11.39% |
$134K - $157K
|
4.45K
$1.52M
|