Purchases and Sales Made in Q3 2021 in Ishares Russell 3000 ETF (IWV)

IWV Quotes by TradingView

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 05, 2021 Q3 2021
Lokken Investment Group LLC

BUY
 -
344
+ 5.94%
$86.7K - $92.5K
6.14K $2.13M
Nov 03, 2021 Q3 2021
Segall Bryant & Hamill, LLC

Chicago, IL
BUY
 -
342
+ 20.89%
$86.1K - $92K
1.98K $686K
Nov 08, 2021 Q3 2021
Usa Financial Portformulas Corp

Ada, MI
BUY
 -
320
+ 25.46%
$80.6K - $86.1K
1.58K $546K
Nov 08, 2021 Q3 2021
Trustcore Financial Services, LLC

BUY
 -
308
+ 34.03%
$77.6K - $82.9K
1.21K $420K
Nov 15, 2021 Q3 2021
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
230
+ 0.95%
$57.9K - $61.9K
24.5K $8.51M
Nov 15, 2021 Q3 2021
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
218
+ 0.11%
$54.9K - $58.6K
191K $66.2M
Oct 27, 2021 Q3 2021
Vaughan Nelson Investment Management, L.P.

BUY
 -
211
New
$53.1K - $56.8K
211 $73.1K
Nov 12, 2021 Q3 2021
Cordasco Financial Network

BUY
 -
205
+ 3.24%
$51.6K - $55.1K
6.53K $2.26M
Nov 03, 2021 Q3 2021
Herold Advisors, Inc.

BUY
 -
200
New
$50.4K - $53.8K
200 $69.3K
Nov 15, 2021 Q3 2021
First Horizon Advisors, Inc.

BUY
 -
186
+ 0.42%
$46.9K - $50K
44.9K $15.5M
Nov 12, 2021 Q3 2021
Massmutual Trust CO Fsb

BUY
 -
161
New
$40.6K - $43.3K
161 $55.8K
Nov 09, 2021 Q3 2021
Private Ocean, LLC

BUY
 -
152
+ 12.89%
$38.3K - $40.9K
1.33K $461K
Oct 18, 2021 Q3 2021
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
151
+ 8.72%
$38K - $40.6K
1.88K $653K
Nov 12, 2021 Q3 2021
Savant Capital, LLC

BUY
 -
144
+ 2.72%
$36.3K - $38.7K
5.45K $1.89M
Nov 09, 2021 Q3 2021
Pasadena Private Wealth, LLC

Pasadena, CA
BUY
 -
144
+ 8.26%
$36.3K - $38.7K
1.89K $654K
Nov 01, 2021 Q3 2021
Ballast Advisors LLC

BUY
 -
143
+ 67.14%
$36K - $38.5K
356 $123K
Nov 12, 2021 Q3 2021
Johnson Investment Counsel Inc

Cincinnati, OH
BUY
 -
126
+ 0.24%
$31.7K - $33.9K
51.8K $18M
Nov 15, 2021 Q3 2021
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
125
New
$31.5K - $33.6K
125 $43.3K
Nov 12, 2021 Q3 2021
Monetary Management Group Inc

St Louis, MO
BUY
 -
125
New
$31.5K - $33.6K
125 $43.3K
Oct 26, 2021 Q3 2021
Balasa Dinverno & Foltz LLC

Itasca, IL
BUY
 -
114
+ 8.78%
$28.7K - $30.7K
1.41K $489K
Nov 12, 2021 Q3 2021
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
106
+ 6.0%
$26.7K - $28.5K
1.87K $649K
Nov 02, 2021 Q3 2021
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
96
New
$24.2K - $25.8K
96 $33.3K
Nov 12, 2021 Q3 2021
Personal Capital Advisors Corp

BUY
 -
87
+ 5.02%
$21.9K - $23.4K
1.82K $630K
Oct 12, 2021 Q3 2021
Bedel Financial Consulting, Inc.

BUY
 -
86
New
$21.7K - $23.1K
86 $29.8K
Nov 02, 2021 Q3 2021
Signature Securities Group Corporation

BUY
 -
83
New
$20.9K - $22.3K
83 $28.8K
Oct 26, 2021 Q3 2021
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
82
+ 8.3%
$20.7K - $22.1K
1.07K $371K
Oct 22, 2021 Q3 2021
Spire Wealth Management

BUY
 -
79
+ 7.1%
$19.9K - $21.3K
1.19K $413K
Oct 07, 2021 Q3 2021
Garrett Investment Advisors LLC

BUY
 -
65
+ 4.65%
$16.4K - $17.5K
1.46K $507K
Nov 12, 2021 Q3 2021
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
64
+ 2.49%
$16.1K - $17.2K
2.64K $914K
Nov 10, 2021 Q3 2021
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
60
+ 4.46%
$15.1K - $16.1K
1.4K $487K
Oct 28, 2021 Q3 2021
Destiny Wealth Partners, LLC

BUY
 -
50
New
$12.6K - $13.5K
50 $17.3K
Nov 15, 2021 Q3 2021
Patten Group, Inc.

BUY
 -
37
+ 2.44%
$9.32K - $9.95K
1.56K $539K
Oct 15, 2021 Q3 2021
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
36
+ 0.34%
$9.07K - $9.68K
10.7K $3.71M
Nov 15, 2021 Q3 2021
Federated Hermes, Inc.

Pittsburgh, PA
BUY
 -
36
New
$9.07K - $9.68K
36 $12.5K
Nov 02, 2021 Q3 2021
Syverson Strege & CO

West Des Moines, IA
BUY
 -
33
+ 2.54%
$8.31K - $8.88K
1.33K $462K
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

BUY
 -
30
+ 2.03%
$7.56K - $8.07K
1.51K $523K
Oct 20, 2021 Q3 2021
Guidance Point Advisors, LLC

BUY
 -
28
New
$7.05K - $7.53K
28 $9.7K
Oct 26, 2021 Q3 2021
Independence Bank Of Kentucky

BUY
 -
27
+ 0.38%
$6.8K - $7.26K
7.05K $2.44M
Dec 10, 2021 Q3 2021
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
20
+ 0.17%
$5.04K - $5.38K
11.7K $4.05M
Oct 15, 2021 Q3 2021
First Citizens Bank & Trust CO

BUY
 -
17
+ 0.41%
$4.28K - $4.57K
4.18K $1.45M
Nov 03, 2021 Q3 2021
Redw Wealth LLC

BUY
 -
15
+ 1.59%
$3.78K - $4.04K
958 $332K
Nov 07, 2023 Q3 2021
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
14
+ 1.42%
$3.53K - $3.77K
1K $347K
Nov 12, 2021 Q3 2021
Glenview Trust CO

Louisville, KY
BUY
 -
10
+ 0.49%
$2.52K - $2.69K
2.05K $709K
Nov 15, 2021 Q3 2021
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
8
+ 0.04%
$2.02K - $2.15K
18K $6.25M
Nov 12, 2021 Q3 2021
Scotia Capital Inc.

BUY
 -
8
+ 0.42%
$2.02K - $2.15K
1.93K $670K
Oct 27, 2021 Q3 2021
Avantax Planning Partners, Inc.

BUY
 -
6
+ 0.59%
$1.51K - $1.61K
1.02K $353K
Nov 05, 2021 Q3 2021
Smith, Salley & Associates

BUY
 -
6
+ 0.14%
$1.51K - $1.61K
4.24K $1.47M
Nov 12, 2021 Q3 2021
Hennion & Walsh Asset Management, Inc.

BUY
 -
6
+ 0.18%
$1.51K - $1.61K
3.41K $1.18M
Nov 12, 2021 Q3 2021
Court Place Advisors, LLC

Ellicott City, MD
BUY
 -
6
+ 0.15%
$1.51K - $1.61K
4.08K $1.41M

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