Purchases and Sales Made in Q1 2022 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
24+ 0.44% |
$5.81K - $6.7K
|
5.52K
$1.65M
|
|
|
May 16, 2022
Q1 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
24+ 0.01% |
$5.81K - $6.7K
|
206K
$61.6M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15+ 0.5% |
$3.63K - $4.19K
|
3.01K
$900K
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
15+ 0.27% |
$3.63K - $4.19K
|
5.6K
$1.67M
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
14+ 0.3% |
$3.39K - $3.91K
|
4.68K
$1.4M
|
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
14+ 0.12% |
$3.39K - $3.91K
|
11.7K
$3.5M
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
10+ 0.08% |
$2.42K - $2.79K
|
12.8K
$3.84M
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
9+ 0.25% |
$2.18K - $2.51K
|
3.56K
$1.06M
|
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
9+ 1.12% |
$2.18K - $2.51K
|
810
$242K
|
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
BUY
|
- |
7+ 0.14% |
$1.69K - $1.95K
|
4.97K
$1.49M
|
|
|
May 13, 2022
Q1 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
7+ 0.31% |
$1.69K - $1.95K
|
2.24K
$670K
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6+ 0.78% |
$1.45K - $1.67K
|
773
$231K
|
|
|
May 13, 2022
Q1 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.3% |
$1.21K - $1.4K
|
1.68K
$502K
|
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
5+ 0.29% |
$1.21K - $1.4K
|
1.73K
$517K
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
5+ 0.23% |
$1.21K - $1.4K
|
2.22K
$665K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
5+ 100.0% |
$1.21K - $1.4K
|
10
$2.99K
|
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5+ 0.31% |
$1.21K - $1.4K
|
1.61K
$482K
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
4+ 0.3% |
$968 - $1.12K
|
1.34K
$401K
|
|
|
Apr 29, 2022
Q1 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.21% |
$968 - $1.12K
|
1.95K
$583K
|
|
|
May 03, 2023
Q1 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
4+ 0.28% |
$968 - $1.12K
|
1.42K
$426K
|
|
|
Apr 27, 2022
Q1 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3+ 0.05% |
$726 - $837
|
6.44K
$1.92M
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3+ 0.89% |
$726 - $837
|
340
$102K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3+ 0.07% |
$726 - $837
|
4.11K
$1.23M
|
|
|
Apr 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.33% |
$726 - $837
|
921
$275K
|
|
|
May 16, 2022
Q1 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
3+ 0.81% |
$726 - $837
|
373
$112K
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.17% |
$484 - $558
|
1.21K
$363K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2+ 0.08% |
$484 - $558
|
2.37K
$708K
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
2+ 0.14% |
$484 - $558
|
1.45K
$433K
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
2+ 0.08% |
$484 - $558
|
2.66K
$796K
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
2+ 0.02% |
$484 - $558
|
10K
$2.99M
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.08% |
$484 - $558
|
2.5K
$746K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.03% |
$242 - $279
|
3.29K
$983K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.22% |
$242 - $279
|
455
$136K
|
|
|
May 13, 2022
Q1 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.36% |
$242 - $279
|
277
$82.8K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.16% |
$242 - $279
|
619
$185K
|
|
|
Apr 14, 2022
Q1 2022
|
Monument Capital Management
|
BUY
|
- |
1+ 0.1% |
$242 - $279
|
1.02K
$303K
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.1% |
$242 - $279
|
1.05K
$314K
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1+ 0.06% |
$242 - $279
|
1.59K
$477K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
1+ 0.2% |
$242 - $279
|
490
$146K
|
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-1- 0.1% |
$242 - $279
|
1.01K
$300K
|
|
|
Apr 28, 2022
Q1 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-1- 0.13% |
$242 - $279
|
797
$238K
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1- 0.11% |
$242 - $279
|
937
$280K
|
|
|
May 10, 2022
Q1 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-2- 0.25% |
$484 - $558
|
785
$235K
|
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
SELL
|
- |
-3- 3.95% |
$726 - $837
|
73
$21.8K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-3- 0.57% |
$726 - $837
|
524
$157K
|
|
|
May 11, 2022
Q1 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-4- 1.06% |
$968 - $1.12K
|
375
$112K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4- 1.57% |
$968 - $1.12K
|
251
$75K
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-6Closed |
$1.45K - $1.67K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-6Closed |
$1.45K - $1.67K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-6- 0.01% |
$1.45K - $1.67K
|
74.9K
$22.4M
|