Purchases and Sales Made in Q3 2021 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.35M+ 27328.47% |
$844M - $901M
|
3.36M
$1.16B
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
735KNew |
$185M - $198M
|
735K
$253M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
643KNew |
$162M - $173M
|
643K
$221M
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
367KNew |
$92.4M - $98.7M
|
367K
$126M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
262KNew |
$66.1M - $70.6M
|
262K
$90.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
161K+ 698.49% |
$40.5M - $43.3M
|
184K
$63.4M
|
|
|
Nov 02, 2021
Q3 2021
|
New York State Common Retirement Fund
|
BUY
|
- |
83.7K+ 699.29% |
$21.1M - $22.5M
|
95.7K
$33M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
72.4K+ 501.82% |
$18.2M - $19.5M
|
86.9K
$29.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
65.6K+ 210.86% |
$16.5M - $17.6M
|
96.7K
$33.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
56.9KNew |
$14.3M - $15.3M
|
56.9K
$19.6M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
51.1K+ 4.99% |
$12.9M - $13.8M
|
1.08M
$371M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
44.7KNew |
$11.3M - $12M
|
44.7K
$15.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
43.3K+ 2591.86% |
$10.9M - $11.7M
|
45K
$15.5M
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
36.1K+ 54.66% |
$9.1M - $9.71M
|
102K
$35.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.9K+ 7.58% |
$8.78M - $9.38M
|
495K
$170M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
33.6K+ 301.16% |
$8.45M - $9.03M
|
44.7K
$15.4M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.4K+ 51.79% |
$8.16M - $8.72M
|
95K
$32.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
19.4KNew |
$4.89M - $5.22M
|
19.4K
$6.68M
|
|
|
Nov 02, 2021
Q3 2021
|
Victory Capital Management Inc
|
BUY
|
- |
16.4K+ 44.43% |
$4.14M - $4.42M
|
53.4K
$18.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
15K+ 986.56% |
$3.77M - $4.03M
|
16.5K
$5.68M
|
|
|
Oct 19, 2021
Q3 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
14K+ 4.9% |
$3.52M - $3.76M
|
299K
$103M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13.1KNew |
$3.3M - $3.52M
|
13.1K
$4.51M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
12.6KNew |
$3.17M - $3.38M
|
12.6K
$4.33M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
11.9K+ 171.08% |
$3.01M - $3.21M
|
18.9K
$6.51M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10K+ 9.1% |
$2.52M - $2.69M
|
120K
$41.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10KNew |
$2.52M - $2.69M
|
10K
$3.44M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.68K+ 21.45% |
$2.19M - $2.33M
|
49.1K
$16.9M
|
|
|
Oct 26, 2021
Q3 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
8.45KNew |
$2.13M - $2.27M
|
8.45K
$2.91M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
7.97KNew |
$2.01M - $2.14M
|
7.97K
$2.74M
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7.38KNew |
$1.86M - $1.98M
|
7.38K
$2.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
7.14K+ 4.89% |
$1.8M - $1.92M
|
153K
$52.8M
|
|
|
May 26, 2022
Q3 2021
|
Mc Cutchen Group LLC
|
BUY
|
- |
7.14K+ 4.72% |
$1.8M - $1.92M
|
158K
$54.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
5.95K+ 392.09% |
$1.5M - $1.6M
|
7.47K
$2.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
4.99K+ 2.65% |
$1.26M - $1.34M
|
193K
$66.5M
|
|
|
Oct 29, 2021
Q3 2021
|
Amalgamated Bank
New York, NY |
BUY
|
- |
4.96K+ 8.89% |
$1.25M - $1.33M
|
60.8K
$20.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.22K+ 2.22% |
$1.06M - $1.14M
|
194K
$66.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.19K+ 7.32% |
$1.06M - $1.13M
|
61.5K
$21.2M
|
|
|
Oct 18, 2021
Q3 2021
|
Sabal Trust CO
|
BUY
|
- |
3.64KNew |
$916K - $978K
|
3.64K
$1.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.45KNew |
$870K - $929K
|
3.45K
$1.19M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
3.35K+ 8.48% |
$844K - $901K
|
42.8K
$14.8M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
3.35K+ 33.33% |
$844K - $901K
|
13.4K
$4.61M
|
|
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.34KNew |
$841K - $898K
|
3.34K
$1.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
3.25K+ 292.52% |
$818K - $873K
|
4.36K
$1.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.12KNew |
$786K - $839K
|
3.12K
$1.07M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.02KNew |
$760K - $812K
|
3.02K
$1.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3KNew |
$756K - $807K
|
3K
$1.03M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.59KNew |
$653K - $697K
|
2.59K
$893K
|
|
|
Oct 13, 2021
Q3 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
2.3KNew |
$579K - $619K
|
2.3K
$792K
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
2.28K+ 28.35% |
$574K - $613K
|
10.3K
$3.55M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.08KNew |
$524K - $560K
|
2.08K
$717K
|