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 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
686K+ 263.79% |
$161M - $189M
|
947K
$314M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
672K+ 26676.09% |
$157M - $185M
|
674K
$223M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
495K+ 109.54% |
$116M - $136M
|
947K
$314M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
177K+ 31.78% |
$41.5M - $48.6M
|
734K
$243M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
98.4K+ 46.57% |
$23.1M - $27.1M
|
310K
$103M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
93.4KNew |
$21.9M - $25.7M
|
93.4K
$31M
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
93.4KNew |
$21.9M - $25.7M
|
93.4K
$31M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
77.9KNew |
$18.3M - $21.4M
|
77.9K
$25.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
69.6KNew |
$16.3M - $19.1M
|
69.6K
$23.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
68K+ 768.46% |
$15.9M - $18.7M
|
76.8K
$25.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
63.2K+ 5.97% |
$14.8M - $17.4M
|
1.12M
$372M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
61.5K+ 3841.25% |
$14.4M - $16.9M
|
63.1K
$20.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.8K+ 3.76% |
$10.7M - $12.6M
|
1.26M
$418M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
43.9KNew |
$10.3M - $12.1M
|
43.9K
$14.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
43.8K+ 390.75% |
$10.3M - $12M
|
55K
$18.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
39.8K+ 176.84% |
$9.32M - $10.9M
|
62.2K
$20.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.7K+ 3.25% |
$9.31M - $10.9M
|
1.26M
$418M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
39.1K+ 1914.54% |
$9.17M - $10.8M
|
41.2K
$13.6M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
BUY
|
- |
35.3K+ 724.73% |
$8.28M - $9.71M
|
40.2K
$13.3M
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
34.7K+ 1.67% |
$8.12M - $9.53M
|
2.11M
$698M
|
|
|
Feb 05, 2024
Q4 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
34.3K+ 8.02% |
$8.03M - $9.42M
|
461K
$153M
|
|
|
Feb 07, 2024
Q4 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
34.2K+ 42.97% |
$8M - $9.39M
|
114K
$37.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.3K+ 3.53% |
$5.94M - $6.97M
|
744K
$247M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
24.6KNew |
$5.76M - $6.75M
|
24.6K
$8.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
BUY
|
- |
24.4KNew |
$5.72M - $6.71M
|
24.4K
$8.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.4K+ 26.03% |
$5.48M - $6.43M
|
113K
$37.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
20.3KNew |
$4.75M - $5.57M
|
20.3K
$6.72M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
19.2K+ 49.56% |
$4.51M - $5.29M
|
58.1K
$19.2M
|
|
|
May 10, 2024
Q4 2023
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
19KNew |
$4.44M - $5.21M
|
19K
$6.28M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18.7K+ 45.19% |
$4.39M - $5.15M
|
60.2K
$19.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.9K+ 1.81% |
$3.96M - $4.65M
|
953K
$316M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
16.5K+ 9.44% |
$3.88M - $4.55M
|
192K
$63.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
16.3K+ 8.51% |
$3.82M - $4.48M
|
208K
$69M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.4K+ 74.1% |
$3.61M - $4.23M
|
36.2K
$12M
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
BUY
|
- |
15.3KNew |
$3.59M - $4.22M
|
15.3K
$5.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.9K+ 28.12% |
$3.49M - $4.09M
|
67.8K
$22.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13.9KNew |
$3.27M - $3.83M
|
13.9K
$4.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
13.9K+ 82.4% |
$3.25M - $3.81M
|
30.7K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
13.6KNew |
$3.19M - $3.74M
|
13.6K
$4.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
13K+ 145.64% |
$3.06M - $3.58M
|
22K
$7.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
12K+ 141.05% |
$2.82M - $3.31M
|
20.6K
$6.82M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
12KNew |
$2.81M - $3.3M
|
12K
$3.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
10.8KNew |
$2.52M - $2.96M
|
10.8K
$3.57M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.6K+ 1464.78% |
$2.49M - $2.91M
|
11.3K
$3.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
9.91KNew |
$2.32M - $2.72M
|
9.91K
$3.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.91K+ 683.64% |
$2.32M - $2.72M
|
11.4K
$3.76M
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
9.47K+ 3.28% |
$2.22M - $2.6M
|
298K
$98.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.16K+ 4.52% |
$2.15M - $2.52M
|
212K
$70.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
9.05KNew |
$2.12M - $2.49M
|
9.05K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
9.02K+ 165.0% |
$2.11M - $2.48M
|
14.5K
$4.8M
|