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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
6.25K+ 94.06% |
$1.32M - $1.66M
|
12.9K
$4.42M
|
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
6.17KNew |
$1.3M - $1.64M
|
6.17K
$2.12M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
6.07KNew |
$1.28M - $1.61M
|
6.07K
$2.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
6.02KNew |
$1.27M - $1.6M
|
6.02K
$2.06M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.99K+ 371.42% |
$1.26M - $1.59M
|
7.6K
$2.61M
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
5.92KNew |
$1.25M - $1.57M
|
5.92K
$2.03M
|
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
5.44K+ 2.48% |
$1.15M - $1.44M
|
225K
$77M
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
5.31K+ 23.52% |
$1.12M - $1.41M
|
27.9K
$9.56M
|
|
|
Jul 28, 2022
Q2 2022
|
Manchester Financial Inc
|
BUY
|
- |
5.29KNew |
$1.11M - $1.4M
|
5.29K
$1.81M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.91K+ 122.57% |
$1.04M - $1.3M
|
8.92K
$3.06M
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.36K+ 6.67% |
$918K - $1.16M
|
69.7K
$23.9M
|
|
|
Oct 02, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
4.29K+ 592.67% |
$903K - $1.14M
|
5.01K
$1.72M
|
|
|
Aug 09, 2022
Q2 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
4.19K+ 8.33% |
$883K - $1.11M
|
54.5K
$18.7M
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
4.15KNew |
$875K - $1.1M
|
4.15K
$1.42M
|
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.86K+ 114.2% |
$813K - $1.02M
|
7.24K
$2.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.85K+ 5.75% |
$811K - $1.02M
|
70.8K
$24.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.82K+ 4.14% |
$804K - $1.01M
|
96.1K
$32.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
3.81K+ 0.95% |
$803K - $1.01M
|
405K
$139M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
3.79K+ 0.69% |
$798K - $1M
|
551K
$189M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.73K+ 1.82% |
$785K - $989K
|
209K
$71.6M
|
|
|
May 03, 2023
Q2 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
3.61K+ 253.16% |
$759K - $956K
|
5.03K
$1.72M
|
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.54KNew |
$745K - $938K
|
3.54K
$1.21M
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3.53K+ 146.13% |
$743K - $935K
|
5.94K
$2.04M
|
|
|
Jul 29, 2022
Q2 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
3.45KNew |
$727K - $916K
|
3.45K
$1.18M
|
|
|
Aug 12, 2022
Q2 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
3.39K+ 12096.43% |
$713K - $899K
|
3.42K
$1.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.31K+ 25.4% |
$698K - $879K
|
16.4K
$5.61M
|
|
|
Aug 10, 2022
Q2 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
3.28K+ 1.11% |
$691K - $871K
|
300K
$103M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.21K+ 5.96% |
$675K - $850K
|
57K
$19.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.03KNew |
$638K - $803K
|
3.03K
$1.04M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.99KNew |
$630K - $793K
|
2.99K
$1.02M
|
|
|
Jul 07, 2022
Q2 2022
|
Epiq Partners, LLC
|
BUY
|
- |
2.97K+ 25.56% |
$625K - $787K
|
14.6K
$4.99M
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.89K+ 32.49% |
$608K - $765K
|
11.8K
$4.03M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.79KNew |
$588K - $741K
|
2.79K
$957K
|
|
|
Aug 15, 2022
Q2 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
2.66K+ 20.27% |
$560K - $706K
|
15.8K
$5.41M
|
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
2.39KNew |
$503K - $633K
|
2.39K
$818K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.37K+ 24.36% |
$499K - $629K
|
12.1K
$4.15M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.34K+ 2.41% |
$494K - $622K
|
99.6K
$34.1M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.26K+ 164.05% |
$476K - $599K
|
3.64K
$1.25M
|
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
2.1K+ 34.54% |
$443K - $558K
|
8.19K
$2.81M
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
2.05K+ 31.28% |
$431K - $543K
|
8.59K
$2.94M
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.05KNew |
$431K - $543K
|
2.05K
$702K
|
|
|
Aug 10, 2022
Q2 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.04KNew |
$430K - $542K
|
2.04K
$700K
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.02K+ 183.47% |
$426K - $536K
|
3.12K
$1.07M
|
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
1.89KNew |
$399K - $502K
|
1.89K
$649K
|
|
|
May 09, 2023
Q2 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.88KNew |
$396K - $499K
|
1.88K
$644K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
1.86K+ 163.96% |
$392K - $494K
|
3K
$1.03M
|
|
|
Jul 18, 2022
Q2 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.86KNew |
$391K - $492K
|
1.86K
$636K
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.8K+ 133.33% |
$379K - $478K
|
3.15K
$1.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
1.67KNew |
$352K - $443K
|
1.67K
$573K
|
|
|
Aug 02, 2022
Q2 2022
|
Xponance, Inc.
|
BUY
|
- |
1.58KNew |
$332K - $418K
|
1.58K
$540K
|