Purchases and Sales Made in Q2 2022 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q2 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
163K+ 18.41% |
$34.4M - $43.3M
|
1.05M
$360M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
163K+ 18.41% |
$34.4M - $43.3M
|
1.05M
$360M
|
|
Jul 22, 2022
Q2 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
120K+ 23611.76% |
$25.4M - $31.9M
|
121K
$41.5M
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
100K+ 99.41% |
$21.1M - $26.6M
|
201K
$68.8M
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
84.6KNew |
$17.8M - $22.4M
|
84.6K
$29M
|
|
Aug 04, 2022
Q2 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
66.3K+ 40.43% |
$14M - $17.6M
|
230K
$78.9M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
61.6K+ 6.83% |
$13M - $16.4M
|
964K
$330M
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
53.6K+ 4.77% |
$11.3M - $14.2M
|
1.18M
$403M
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
51.5K+ 4.71% |
$10.9M - $13.7M
|
1.15M
$393M
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
50.6K+ 1004.57% |
$10.7M - $13.4M
|
55.6K
$19.1M
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
48.5K+ 184.58% |
$10.2M - $12.9M
|
74.8K
$25.6M
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
48.4KNew |
$10.2M - $12.8M
|
48.4K
$16.6M
|
|
Jul 26, 2022
Q2 2022
|
Strategic Equity Management
|
BUY
|
- |
39.4KNew |
$8.29M - $10.4M
|
39.4K
$13.5M
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
34.2KNew |
$7.21M - $9.09M
|
34.2K
$11.7M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
33.1KNew |
$6.97M - $8.78M
|
33.1K
$11.3M
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
30.7K+ 17.26% |
$6.48M - $8.16M
|
209K
$71.6M
|
|
Aug 02, 2022
Q2 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
30.7KNew |
$6.47M - $8.15M
|
30.7K
$10.5M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
30.1K+ 42.22% |
$6.34M - $7.98M
|
101K
$34.7M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.6K+ 1083.97% |
$5.81M - $7.32M
|
30.1K
$10.3M
|
|
Jul 29, 2022
Q2 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
26.1KNew |
$5.49M - $6.92M
|
26.1K
$8.94M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.1K+ 38.52% |
$5.49M - $6.92M
|
93.7K
$32.1M
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
26K+ 79.14% |
$5.47M - $6.89M
|
58.8K
$20.2M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24K+ 17.61% |
$5.06M - $6.37M
|
160K
$55M
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
20.9K+ 10.79% |
$4.4M - $5.55M
|
215K
$73.6M
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
20.3K+ 8.4% |
$4.28M - $5.39M
|
262K
$89.8M
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
BUY
|
- |
20K+ 165.58% |
$4.21M - $5.3M
|
32.1K
$11M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.9K+ 31.61% |
$4.19M - $5.28M
|
82.8K
$28.4M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
18.1K+ 340.22% |
$3.82M - $4.81M
|
23.5K
$8.04M
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
17.8K+ 161.13% |
$3.74M - $4.72M
|
28.8K
$9.87M
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
16.4KNew |
$3.45M - $4.34M
|
16.4K
$5.61M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
15.9K+ 120.66% |
$3.34M - $4.21M
|
29K
$9.94M
|
|
Aug 08, 2022
Q2 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
15.6KNew |
$3.29M - $4.14M
|
15.6K
$5.35M
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
BUY
|
- |
15.1KNew |
$3.19M - $4.01M
|
15.1K
$5.19M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.9K+ 39.45% |
$2.92M - $3.68M
|
49K
$16.8M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.1K+ 35.63% |
$2.76M - $3.47M
|
49.8K
$17.1M
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
13KNew |
$2.74M - $3.45M
|
13K
$4.45M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.9K+ 1.75% |
$2.51M - $3.16M
|
693K
$238M
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
11.2K+ 6.47% |
$2.36M - $2.98M
|
185K
$63.3M
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
11.2K+ 1143.22% |
$2.36M - $2.98M
|
12.2K
$4.18M
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
10.9K+ 1050.91% |
$2.3M - $2.9M
|
12K
$4.1M
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
BUY
|
- |
10.8KNew |
$2.28M - $2.87M
|
10.8K
$3.71M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.3KNew |
$2.16M - $2.72M
|
10.3K
$3.52M
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
10.1K+ 8.8% |
$2.13M - $2.68M
|
125K
$42.7M
|
|
Jul 22, 2022
Q2 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
9.43K+ 27.28% |
$1.99M - $2.5M
|
44K
$15.1M
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
8.79KNew |
$1.85M - $2.33M
|
8.79K
$3.01M
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
7.78K+ 30.75% |
$1.64M - $2.06M
|
33.1K
$11.3M
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
7.73KNew |
$1.63M - $2.05M
|
7.73K
$2.65M
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
7.63K+ 193.85% |
$1.61M - $2.02M
|
11.6K
$3.96M
|
|
Aug 15, 2022
Q2 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
7.35K+ 501.16% |
$1.55M - $1.95M
|
8.82K
$3.02M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.02K+ 6.03% |
$1.48M - $1.86M
|
124K
$42.4M
|