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 |
|---|---|---|---|---|---|---|---|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.54K+ 350.46% |
$323K - $407K
|
1.97K
$676K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.51K+ 1.32% |
$319K - $401K
|
116K
$39.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.45K+ 30.93% |
$305K - $384K
|
6.13K
$2.1M
|
|
|
Jul 12, 2022
Q2 2022
|
Stairway Partners, LLC
|
BUY
|
- |
1.39K+ 1.69% |
$294K - $370K
|
84.1K
$28.8M
|
|
|
Nov 03, 2022
Q2 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.39KNew |
$293K - $369K
|
1.39K
$477K
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
1.32K+ 111.53% |
$277K - $349K
|
2.5K
$856K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.3KNew |
$274K - $346K
|
1.3K
$447K
|
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.23KNew |
$259K - $326K
|
1.23K
$421K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.2KNew |
$253K - $318K
|
1.2K
$411K
|
|
|
Jul 18, 2022
Q2 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
1.16KNew |
$243K - $306K
|
1.16K
$396K
|
|
|
Aug 03, 2022
Q2 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1.15KNew |
$243K - $306K
|
1.15K
$396K
|
|
|
Jul 11, 2022
Q2 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.11KNew |
$233K - $293K
|
1.11K
$379K
|
|
|
Aug 02, 2022
Q2 2022
|
Campbell Wealth Management
|
BUY
|
- |
1.08K+ 1.44% |
$228K - $287K
|
76.1K
$26.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.08K+ 5.37% |
$227K - $286K
|
21.2K
$7.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.07KNew |
$226K - $285K
|
1.07K
$368K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.05KNew |
$221K - $278K
|
1.05K
$359K
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.02K+ 0.95% |
$215K - $271K
|
108K
$37.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
977New |
$206K - $259K
|
977
$335K
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
BUY
|
- |
968+ 9.83% |
$204K - $257K
|
10.8K
$3.71M
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
940+ 92.61% |
$198K - $249K
|
1.96K
$670K
|
|
|
Aug 02, 2022
Q2 2022
|
Congress Asset Management CO
|
BUY
|
- |
940New |
$198K - $249K
|
940
$322K
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
925+ 23.55% |
$195K - $245K
|
4.85K
$1.66M
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
BUY
|
- |
906+ 45.71% |
$191K - $240K
|
2.89K
$990K
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
875+ 10.21% |
$184K - $232K
|
9.44K
$3.24M
|
|
|
Aug 12, 2022
Q2 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
863+ 0.29% |
$182K - $229K
|
297K
$102M
|
|
|
Aug 22, 2022
Q2 2022
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
786+ 3.65% |
$166K - $209K
|
22.3K
$7.66M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
727+ 11.89% |
$153K - $193K
|
6.84K
$2.34M
|
|
|
Aug 12, 2022
Q2 2022
|
Georgetown University
Washington, DC |
BUY
|
- |
689+ 0.29% |
$145K - $183K
|
238K
$81.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
676+ 0.7% |
$142K - $179K
|
97.8K
$33.5M
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
622+ 19.86% |
$131K - $165K
|
3.75K
$1.29M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
610+ 1.66% |
$128K - $162K
|
37.3K
$12.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
548+ 0.4% |
$115K - $145K
|
138K
$47.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
546+ 1.65% |
$115K - $145K
|
33.5K
$11.5M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
510+ 0.67% |
$107K - $135K
|
76.3K
$26.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
466+ 3.36% |
$98.2K - $124K
|
14.3K
$4.91M
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
455+ 6.17% |
$95.8K - $121K
|
7.83K
$2.68M
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
455+ 3.74% |
$95.8K - $121K
|
12.6K
$4.32M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
450+ 48.7% |
$94.8K - $119K
|
1.37K
$471K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
436New |
$91.8K - $116K
|
436
$149K
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
429+ 24.13% |
$90.4K - $114K
|
2.21K
$757K
|
|
|
Aug 15, 2022
Q2 2022
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
421+ 12.12% |
$88.7K - $112K
|
3.9K
$1.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
394+ 14.46% |
$83K - $105K
|
3.12K
$1.07M
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
385+ 30.46% |
$81.1K - $102K
|
1.65K
$565K
|
|
|
Aug 15, 2022
Q2 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
383+ 4.87% |
$80.7K - $102K
|
8.25K
$2.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
368+ 6.36% |
$77.5K - $97.6K
|
6.15K
$2.11M
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
323+ 0.44% |
$68K - $85.7K
|
73.5K
$25.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
308+ 0.18% |
$64.9K - $81.7K
|
176K
$60.4M
|
|
|
Jul 29, 2022
Q2 2022
|
Peoples Bank
|
BUY
|
- |
305+ 19.1% |
$64.2K - $80.9K
|
1.9K
$652K
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
273+ 1.21% |
$57.5K - $72.4K
|
22.8K
$7.81M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
270+ 5.02% |
$56.9K - $71.6K
|
5.65K
$1.94M
|