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Get Institutions for : 
iShares Tr Russell 3000 Indx (IWV)  
$286.49 0.46 (0.16%) as of 4:30 Wed 5/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 719    47
Total shares held : 
 25,804,121  
% of shares held : 
 53.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   39  
Amount of shares held : 
 1,298,030  
% of shares held change : 
   2.67%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $244.80  
Last Quarter's Ending Price : 
 $273.74  
Last Quarter's Average Price : 
 $254.97  
Change from last quarter's     
avg. price to the last closing  : 
31.52 (12.36%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
69
 687,720
 2.67%
 
Increased Positions :
208
 1,881,066
 7.29%
 
Unchanged Positions :
226
 1,257,855
 4.87%
 
Decreased Positions :
216
-1,150,625
-4.46%
 
Closed Positions :
22
-120,131
-0.47%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Congress Wealth Management LLC / DE / 579 *Closed 2024-03-31 0 $0 -1,540
   PENOBSCOT INVESTMENT MANAGEMENT COMPANY INC 292 *Closed 2023-12-31 0 $0 -943
   Hamilton Point Investment Advisors LLC 153 *Closed 2023-12-31 0 $0 -500
   NATIXIS ASSET MANAGEMENT ADVISORS LP 1535 *Closed 2024-03-31 0 $0 -10,264
   VERITABLE LP 41 *Closed 2023-09-30 0 $0 -12,905
   Trexquant Investment LP 1420 *Closed 2023-12-31 0 $0 -1,069
   RIA Advisory Group LLC 152 *Closed 2023-12-31 0 $0 -851
   Wealth CMT 11 *Closed 2023-06-30 0 $0 -92,259
   New Republic Capital LLC 234 *Closed 2023-12-31 0 $0 -17
   Rockbridge Investment Management LCC 792 *Closed 2023-12-31 0 $0 -6,067
   PACES FERRY WEALTH ADVISORS LLC 112 *Closed 2023-12-31 0 $0 -920
   Capital CS Group LLC 85 *Closed 2024-03-31 0 $0 -1,018
   FNY Investment Advisers LLC 498 *Closed 2023-12-31 0 $0 -700
   Trellis Advisors LLC 20 *Closed 2023-12-31 0 $0 -8,678
   EARNEST PARTNERS LLC 679 *Closed 2023-12-31 0 $0 -92
   BAKER AVENUE ASSET MANAGEMENT, LP 1337 *Closed 2023-12-31 0 $0 -344
   CITADEL ADVISORS LLC 6192 *Closed 2023-12-31 0 $0 -5,848
   C2C Wealth Management LLC 190 *Closed 2023-12-31 0 $0 -2,200
   STATE STREET CORP 4336 *Closed 2023-12-31 0 $0 -15,404
   VAUGHAN NELSON SCARBOROUGH & MCCULLOUGH LP 251 *Closed 2024-03-31 0 $0 -63,060
   SYSTM Wealth Solutions LLC 1072 *Closed 2024-03-31 0 $0 -328
   OLD MISSION CAPITAL LLC 1154 *Closed 2023-12-31 0 $0 -1,500
   V Wealth ManagementLLC 371 *Closed 2023-09-30 0 $0 -1,052
   LITTLE HOUSE CAPITAL LLC 132 *Closed 2024-03-31 0 $0 -929
   LAIRD NORTON TYEE TRUST CO 154 *Closed 2023-12-31 0 $0 -66,901
  25 Records found
  1    
  Page 1 of 1
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