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 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
11+ 0.49% |
$2.32K - $2.92K
|
2.23K
$668K
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
10+ 0.28% |
$2.11K - $2.65K
|
3.57K
$1.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
10+ 0.08% |
$2.11K - $2.65K
|
12.9K
$3.84M
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
10+ 7.41% |
$2.11K - $2.65K
|
145
$43.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
9+ 0.29% |
$1.9K - $2.39K
|
3.07K
$916K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8+ 0.22% |
$1.69K - $2.12K
|
3.62K
$1.08M
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
7+ 0.44% |
$1.47K - $1.86K
|
1.6K
$479K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6+ 0.24% |
$1.26K - $1.59K
|
2.49K
$744K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
6+ 0.21% |
$1.26K - $1.59K
|
2.9K
$866K
|
|
|
Sep 02, 2022
Q2 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
6+ 0.27% |
$1.26K - $1.59K
|
2.25K
$672K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
6+ 0.14% |
$1.26K - $1.59K
|
4.22K
$1.26M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5+ 0.19% |
$1.05K - $1.33K
|
2.66K
$796K
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
5+ 0.31% |
$1.05K - $1.33K
|
1.62K
$484K
|
|
|
Aug 01, 2022
Q2 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
5+ 0.29% |
$1.05K - $1.33K
|
1.73K
$518K
|
|
|
Jul 15, 2022
Q2 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.21% |
$843 - $1.06K
|
1.96K
$584K
|
|
|
Aug 15, 2022
Q2 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.24% |
$843 - $1.06K
|
1.68K
$503K
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4+ 0.06% |
$843 - $1.06K
|
6.44K
$1.93M
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.25% |
$632 - $796
|
1.22K
$365K
|
|
|
Jul 28, 2022
Q2 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.33% |
$632 - $796
|
924
$276K
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
3+ 0.17% |
$632 - $796
|
1.77K
$530K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.48% |
$632 - $796
|
622
$186K
|
|
|
Jul 27, 2022
Q2 2022
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$632 - $796
|
21.1K
$6.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.72% |
$632 - $796
|
421
$126K
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
2+ 0.02% |
$421 - $531
|
10K
$2.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$421 - $531
|
4.52K
$1.35M
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.08% |
$421 - $531
|
2.5K
$747K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1+ 0.07% |
$211 - $265
|
1.41K
$422K
|
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1+ 0.27% |
$211 - $265
|
376
$112K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.4% |
$211 - $265
|
252
$75.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
1+ 0.46% |
$211 - $265
|
217
$64.9K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1+ 0.19% |
$211 - $265
|
525
$157K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.03% |
$211 - $265
|
3.29K
$983K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.03% |
$211 - $265
|
3.39K
$1.01M
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 0.1% |
$211 - $265
|
1.02K
$306K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1+ 0.03% |
$211 - $265
|
3.02K
$903K
|
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
BUY
|
- |
1+ 0.02% |
$211 - $265
|
4.11K
$1.23M
|
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
BUY
|
- |
1+ 0.02% |
$211 - $265
|
4.74K
$1.42M
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2- 28.57% |
$421 - $531
|
5
$1.49K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 0.59% |
$421 - $531
|
337
$101K
|
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-7- 0.05% |
$1.47K - $1.86K
|
13.5K
$4.03M
|
|
|
Aug 12, 2022
Q2 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-8- 1.02% |
$1.69K - $2.12K
|
777
$232K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8- 1.35% |
$1.69K - $2.12K
|
584
$175K
|
|
|
Jul 05, 2022
Q2 2022
|
Red Spruce Capital, LLC
|
SELL
|
- |
-9- 0.14% |
$1.9K - $2.39K
|
6.53K
$1.95M
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-9- 0.45% |
$1.9K - $2.39K
|
1.97K
$590K
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-10- 0.39% |
$2.11K - $2.65K
|
2.55K
$761K
|
|
|
Jul 29, 2022
Q2 2022
|
Brickley Wealth Management
|
SELL
|
- |
-11- 1.01% |
$2.32K - $2.92K
|
1.08K
$323K
|
|
|
Sep 01, 2023
Q2 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-15- 1.49% |
$3.16K - $3.98K
|
990
$296K
|
|
|
Aug 05, 2022
Q2 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-16- 0.14% |
$3.37K - $4.24K
|
11.4K
$3.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-17- 0.12% |
$3.58K - $4.51K
|
14.4K
$4.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-18- 0.54% |
$3.79K - $4.78K
|
3.31K
$990K
|