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 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.02K+ 6.49% |
$508K - $543K
|
33.1K
$11.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
2.01K+ 1.13% |
$506K - $540K
|
180K
$62.4M
|
|
|
Oct 21, 2021
Q3 2021
|
Parkside Investments, LLC
|
BUY
|
- |
1.89K+ 25.61% |
$475K - $507K
|
9.25K
$3.2M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.87K+ 49.88% |
$472K - $504K
|
5.63K
$1.95M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
1.72KNew |
$434K - $463K
|
1.72K
$597K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.69K+ 19.71% |
$426K - $455K
|
10.3K
$3.56M
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.69KNew |
$425K - $454K
|
1.69K
$585K
|
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.48K+ 128.6% |
$374K - $399K
|
2.64K
$914K
|
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
BUY
|
- |
1.48K+ 36.19% |
$373K - $398K
|
5.57K
$1.93M
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
1.38K+ 0.84% |
$348K - $372K
|
166K
$57.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.36K+ 0.77% |
$342K - $366K
|
178K
$61.5M
|
|
|
Oct 26, 2021
Q3 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.32K+ 16.65% |
$332K - $355K
|
9.25K
$3.21M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.28KNew |
$321K - $343K
|
1.28K
$442K
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.26KNew |
$318K - $340K
|
1.26K
$438K
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
1.25K+ 292.52% |
$315K - $337K
|
1.68K
$582K
|
|
|
Nov 04, 2021
Q3 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
1.18K+ 17.16% |
$297K - $317K
|
8.06K
$2.79M
|
|
|
Nov 12, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
1.15KNew |
$288K - $308K
|
1.15K
$397K
|
|
|
Oct 13, 2021
Q3 2021
|
Jacobs & CO
|
BUY
|
- |
1.06KNew |
$266K - $284K
|
1.06K
$366K
|
|
|
Nov 09, 2021
Q3 2021
|
Members Trust CO
|
BUY
|
- |
1.04K+ 100.0% |
$263K - $281K
|
2.09K
$723K
|
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.04K+ 0.57% |
$261K - $278K
|
182K
$62.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.03K+ 21.05% |
$259K - $277K
|
5.92K
$2.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.03KNew |
$259K - $277K
|
1.03K
$357K
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
955+ 0.56% |
$241K - $257K
|
172K
$59.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
939+ 7.34% |
$237K - $253K
|
13.7K
$4.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
926New |
$233K - $249K
|
926
$321K
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
908+ 0.99% |
$229K - $244K
|
92.2K
$32M
|
|
|
Oct 19, 2021
Q3 2021
|
Fluent Financial, LLC
|
BUY
|
- |
883New |
$222K - $238K
|
883
$306K
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
879New |
$221K - $236K
|
879
$305K
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
861+ 1.4% |
$217K - $232K
|
62.5K
$21.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
800New |
$202K - $215K
|
800
$277K
|
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
799New |
$201K - $215K
|
799
$277K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
772+ 0.54% |
$194K - $208K
|
143K
$49.5M
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
725+ 6.36% |
$183K - $195K
|
12.1K
$4.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
701+ 6.47% |
$177K - $189K
|
11.5K
$4M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
699+ 3.41% |
$176K - $188K
|
21.2K
$7.34M
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
672+ 188.24% |
$169K - $181K
|
1.03K
$357K
|
|
|
Nov 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
658+ 7.02% |
$166K - $177K
|
10K
$3.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
652+ 1.77% |
$164K - $175K
|
37.5K
$13M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
650+ 13.61% |
$164K - $175K
|
5.43K
$1.88M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
591New |
$149K - $159K
|
591
$205K
|
|
|
Nov 09, 2021
Q3 2021
|
Morgan Jess S & CO Inc
|
BUY
|
- |
590+ 3.02% |
$149K - $159K
|
20.1K
$6.97M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
558New |
$141K - $150K
|
558
$193K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
497+ 11.17% |
$125K - $134K
|
4.95K
$1.71M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
493+ 1.0% |
$124K - $133K
|
50K
$17.3M
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
491+ 4.69% |
$124K - $132K
|
11K
$3.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
433+ 24.76% |
$109K - $116K
|
2.18K
$756K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
412+ 47.74% |
$104K - $111K
|
1.28K
$442K
|
|
|
Nov 09, 2021
Q3 2021
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
409+ 29.96% |
$103K - $110K
|
1.77K
$615K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
395+ 239.39% |
$99.5K - $106K
|
560
$194K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
382New |
$96.2K - $103K
|
382
$132K
|