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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.86KClosed |
$602K - $758K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.88KClosed |
$607K - $764K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-2.96K- 5.15% |
$622K - $784K
|
54.4K
$16.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-3.05K- 2.18% |
$642K - $809K
|
137K
$41M
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.05K- 4.0% |
$642K - $809K
|
73.3K
$21.9M
|
|
|
Aug 08, 2022
Q2 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-3.16K- 17.08% |
$665K - $838K
|
15.3K
$4.58M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.17K- 2.14% |
$668K - $842K
|
145K
$43.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.39K- 99.41% |
$714K - $899K
|
20
$5.98K
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-3.41KClosed |
$719K - $906K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-3.5K- 33.36% |
$737K - $928K
|
6.99K
$2.09M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.72KClosed |
$784K - $988K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4.05K- 2.26% |
$853K - $1.07M
|
175K
$52.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-4.2KClosed |
$885K - $1.11M
|
0
$0
|
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-4.29K- 12.15% |
$904K - $1.14M
|
31K
$9.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-4.38K- 2.55% |
$922K - $1.16M
|
167K
$49.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.49K- 16.78% |
$946K - $1.19M
|
22.3K
$6.66M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.51K- 5.53% |
$950K - $1.2M
|
77K
$23M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.1K- 1.7% |
$1.07M - $1.35M
|
295K
$88.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-5.48K- 2.67% |
$1.15M - $1.45M
|
200K
$59.7M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Cmt
|
SELL
|
- |
-5.52K- 6.97% |
$1.16M - $1.46M
|
73.6K
$22M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.61K- 1.28% |
$1.18M - $1.49M
|
433K
$130M
|
|
|
Aug 04, 2022
Q2 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-6.14KClosed |
$1.29M - $1.63M
|
0
$0
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.16K- 98.72% |
$1.3M - $1.63M
|
80
$23.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-6.3K- 64.87% |
$1.33M - $1.67M
|
3.41K
$1.02M
|
|
|
Jul 26, 2022
Q2 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-6.45K- 51.09% |
$1.36M - $1.71M
|
6.17K
$1.85M
|
|
|
Jul 11, 2022
Q2 2022
|
Riverbridge Partners LLC
|
SELL
|
- |
-6.65KClosed |
$1.4M - $1.76M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-7.05KClosed |
$1.49M - $1.87M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-7.14K- 1.6% |
$1.5M - $1.89M
|
438K
$131M
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-7.87K- 7.0% |
$1.66M - $2.09M
|
104K
$31.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.52K- 5.35% |
$1.79M - $2.26M
|
151K
$45.1M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-9.19K- 61.45% |
$1.94M - $2.44M
|
5.77K
$1.72M
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-9.5K- 8.02% |
$2M - $2.52M
|
109K
$32.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-9.7K- 6.25% |
$2.04M - $2.57M
|
145K
$43.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-11KClosed |
$2.32M - $2.93M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-11.2KClosed |
$2.35M - $2.96M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Mc Cutchen Group LLC
|
SELL
|
- |
-11.4K- 7.22% |
$2.4M - $3.02M
|
147K
$43.8M
|
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-11.7K- 15.37% |
$2.47M - $3.11M
|
64.7K
$19.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-13.5K- 12.69% |
$2.85M - $3.59M
|
93.1K
$27.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-13.8K- 44.46% |
$2.91M - $3.67M
|
17.3K
$5.16M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14K- 36.48% |
$2.95M - $3.72M
|
24.4K
$7.29M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-15.5K- 5.72% |
$3.26M - $4.1M
|
255K
$76.2M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-17.1K- 14.22% |
$3.61M - $4.55M
|
103K
$30.9M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-17.8K- 33.47% |
$3.74M - $4.71M
|
35.3K
$10.6M
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-18.3K- 27.46% |
$3.86M - $4.86M
|
48.4K
$14.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-18.6K- 56.66% |
$3.92M - $4.94M
|
14.2K
$4.26M
|
|
|
Aug 10, 2022
Q2 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-19.2K- 48.99% |
$4.04M - $5.09M
|
20K
$5.98M
|
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-20.1K- 24.83% |
$4.23M - $5.33M
|
60.9K
$18.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-20.5K- 21.62% |
$4.31M - $5.43M
|
74.2K
$22.2M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-20.6K- 85.86% |
$4.35M - $5.48M
|
3.4K
$1.02M
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-22K- 41.49% |
$4.64M - $5.85M
|
31.1K
$9.29M
|