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
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5+ 0.2% |
$1.26K - $1.35K
|
2.48K
$861K
|
|
|
Oct 22, 2021
Q3 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4+ 0.27% |
$1.01K - $1.08K
|
1.47K
$509K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3+ 0.26% |
$756 - $807
|
1.18K
$408K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3+ 37.5% |
$756 - $807
|
11
$3.81K
|
|
|
Nov 12, 2021
Q3 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.32% |
$756 - $807
|
927
$321K
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
3+ 0.03% |
$756 - $807
|
9.99K
$3.46M
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 40.0% |
$504 - $538
|
7
$2.43K
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.33% |
$504 - $538
|
616
$213K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
2+ 0.15% |
$504 - $538
|
1.3K
$451K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.08% |
$504 - $538
|
2.49K
$864K
|
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
BUY
|
- |
1+ 0.01% |
$252 - $269
|
10.5K
$3.62M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.38% |
$252 - $269
|
265
$91.8K
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$252 - $269
|
6.44K
$2.23M
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
1+ 0.02% |
$252 - $269
|
5.06K
$1.75M
|
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1+ 0.13% |
$252 - $269
|
789
$273K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.38% |
$252 - $269
|
266
$92.2K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1+ 0.02% |
$252 - $269
|
4.63K
$1.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.24% |
$252 - $269
|
417
$145K
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-1- 0.04% |
$252 - $269
|
2.56K
$885K
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-3- 0.31% |
$756 - $807
|
961
$333K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3- 0.87% |
$756 - $807
|
340
$118K
|
|
|
Mar 09, 2022
Q3 2021
|
Jvl Associates LLC
|
SELL
|
- |
-4- 0.01% |
$1.01K - $1.08K
|
29.8K
$10.3M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5- 0.08% |
$1.26K - $1.35K
|
6.34K
$2.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5- 0.28% |
$1.26K - $1.35K
|
1.77K
$614K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-6- 0.06% |
$1.51K - $1.61K
|
10.3K
$3.59M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-7- 1.86% |
$1.76K - $1.88K
|
369
$128K
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-7- 0.66% |
$1.76K - $1.88K
|
1.05K
$362K
|
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
SELL
|
- |
-8- 9.52% |
$2.02K - $2.15K
|
76
$26.3K
|
|
|
Oct 13, 2021
Q3 2021
|
Burns J W & CO Inc
|
SELL
|
- |
-8- 0.38% |
$2.02K - $2.15K
|
2.1K
$728K
|
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-9- 0.08% |
$2.27K - $2.42K
|
11.8K
$4.07M
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-9- 1.65% |
$2.27K - $2.42K
|
537
$186K
|
|
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.98% |
$2.27K - $2.42K
|
913
$316K
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-10- 0.27% |
$2.52K - $2.69K
|
3.75K
$1.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-10- 0.8% |
$2.52K - $2.69K
|
1.24K
$429K
|
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-12- 0.09% |
$3.02K - $3.23K
|
12.8K
$4.44M
|
|
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-12- 1.08% |
$3.02K - $3.23K
|
1.1K
$381K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-13- 0.85% |
$3.27K - $3.5K
|
1.51K
$525K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-17- 0.66% |
$4.28K - $4.57K
|
2.57K
$889K
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
SELL
|
- |
-17- 0.48% |
$4.28K - $4.57K
|
3.55K
$1.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-18- 1.12% |
$4.53K - $4.84K
|
1.59K
$550K
|
|
|
Nov 02, 2021
Q3 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-19- 5.12% |
$4.79K - $5.11K
|
352
$122K
|
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-19- 0.66% |
$4.79K - $5.11K
|
2.86K
$991K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-20- 1.03% |
$5.04K - $5.38K
|
1.93K
$668K
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-20- 2.3% |
$5.04K - $5.38K
|
850
$295K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-20- 5.54% |
$5.04K - $5.38K
|
341
$118K
|
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
SELL
|
- |
-23- 6.89% |
$5.79K - $6.19K
|
311
$108K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-24- 1.55% |
$6.05K - $6.46K
|
1.52K
$528K
|
|
|
Nov 04, 2021
Q3 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-25- 2.18% |
$6.3K - $6.73K
|
1.12K
$390K
|
|
|
Nov 16, 2021
Q3 2021
|
Campion Asset Management
|
SELL
|
- |
-30- 2.6% |
$7.56K - $8.07K
|
1.13K
$390K
|
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
SELL
|
- |
-33- 0.47% |
$8.31K - $8.88K
|
7.04K
$2.44M
|