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 18, 2022
Q2 2022
|
Morgan Jess S & CO Inc
|
SELL
|
- |
-180- 1.81% |
$37.9K - $47.8K
|
9.78K
$2.92M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-184- 0.99% |
$38.8K - $48.8K
|
18.4K
$5.49M
|
|
|
Aug 15, 2022
Q2 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-185- 6.48% |
$39K - $49.1K
|
2.67K
$798K
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-185- 19.72% |
$39K - $49.1K
|
753
$225K
|
|
|
Jul 19, 2022
Q2 2022
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-191- 0.93% |
$40.2K - $50.7K
|
20.2K
$6.05M
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-200Closed |
$42.1K - $53.1K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-200- 4.5% |
$42.1K - $53.1K
|
4.24K
$1.27M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-200- 4.5% |
$42.1K - $53.1K
|
4.24K
$1.27M
|
|
|
Sep 08, 2022
Q2 2022
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-204- 8.17% |
$43K - $54.1K
|
2.29K
$685K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-205- 71.18% |
$43.2K - $54.4K
|
83
$24.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-205- 23.51% |
$43.2K - $54.4K
|
667
$199K
|
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-206- 0.8% |
$43.4K - $54.7K
|
25.7K
$7.68M
|
|
|
Jul 22, 2022
Q2 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-209- 0.38% |
$44K - $55.4K
|
55.5K
$16.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-211- 13.43% |
$44.4K - $56K
|
1.36K
$407K
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-215- 7.98% |
$45.3K - $57K
|
2.48K
$741K
|
|
|
Jul 11, 2022
Q2 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-220- 11.96% |
$46.3K - $58.4K
|
1.62K
$484K
|
|
|
Jul 26, 2022
Q2 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-228- 0.58% |
$48K - $60.5K
|
39K
$11.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-229- 0.24% |
$48.2K - $60.8K
|
94.4K
$28.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-234- 47.76% |
$49.3K - $62.1K
|
256
$76.5K
|
|
|
Nov 14, 2024
Q2 2022
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-238- 11.18% |
$50.1K - $63.1K
|
1.89K
$565K
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-248- 20.36% |
$52.2K - $65.8K
|
970
$290K
|
|
|
Aug 05, 2022
Q2 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-250- 9.69% |
$52.7K - $66.3K
|
2.33K
$697K
|
|
|
Aug 10, 2022
Q2 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-250- 5.89% |
$52.7K - $66.3K
|
3.99K
$1.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-260- 2.27% |
$54.8K - $69K
|
11.2K
$3.34M
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-264- 0.88% |
$55.6K - $70K
|
29.9K
$8.93M
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-266- 10.1% |
$56K - $70.6K
|
2.37K
$708K
|
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-275- 2.58% |
$57.9K - $73K
|
10.4K
$3.11M
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
SELL
|
- |
-278- 0.41% |
$58.6K - $73.8K
|
66.8K
$20M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-295- 64.13% |
$62.1K - $78.3K
|
165
$49.3K
|
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-300- 16.67% |
$63.2K - $79.6K
|
1.5K
$448K
|
|
|
Jul 13, 2022
Q2 2022
|
Jvl Associates LLC
|
SELL
|
- |
-316- 1.07% |
$66.6K - $83.8K
|
29.2K
$8.74M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-320- 3.84% |
$67.4K - $84.9K
|
8.02K
$2.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-323- 4.47% |
$68K - $85.7K
|
6.9K
$2.06M
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-330- 0.22% |
$69.5K - $87.6K
|
153K
$45.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-340Closed |
$71.6K - $90.2K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-343- 3.97% |
$72.3K - $91K
|
8.3K
$2.48M
|
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-352- 1.61% |
$74.1K - $93.4K
|
21.5K
$6.43M
|
|
|
Aug 05, 2022
Q2 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-368- 0.59% |
$77.5K - $97.6K
|
61.6K
$18.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-371- 6.01% |
$78.2K - $98.4K
|
5.8K
$1.73M
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-380Closed |
$80K - $101K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-386- 8.06% |
$81.3K - $102K
|
4.41K
$1.32M
|
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-400- 6.47% |
$84.3K - $106K
|
5.78K
$1.73M
|
|
|
Aug 03, 2022
Q2 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-400- 5.65% |
$84.3K - $106K
|
6.68K
$2M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-400Closed |
$84.3K - $106K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-400Closed |
$84.3K - $106K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-404Closed |
$85.1K - $107K
|
0
$0
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-415- 23.85% |
$87.4K - $110K
|
1.33K
$396K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-415- 23.85% |
$87.4K - $110K
|
1.33K
$396K
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-415- 13.76% |
$87.4K - $110K
|
2.6K
$777K
|
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-417- 1.19% |
$87.8K - $111K
|
34.8K
$10.4M
|