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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2021
Q3 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-35- 1.56% |
$8.82K - $9.42K
|
2.22K
$768K
|
|
|
Sep 01, 2023
Q3 2021
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-36- 3.46% |
$9.07K - $9.68K
|
1K
$348K
|
|
|
Oct 07, 2021
Q3 2021
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-40- 3.27% |
$10.1K - $10.8K
|
1.19K
$411K
|
|
|
Nov 15, 2021
Q3 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-45- 3.44% |
$11.3K - $12.1K
|
1.26K
$438K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-50- 0.38% |
$12.6K - $13.5K
|
13.1K
$4.56M
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-50- 1.12% |
$12.6K - $13.5K
|
4.4K
$1.52M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-50- 0.19% |
$12.6K - $13.5K
|
26.9K
$9.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-53- 1.13% |
$13.4K - $14.3K
|
4.63K
$1.6M
|
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-57- 1.09% |
$14.4K - $15.3K
|
5.17K
$1.79M
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-57- 12.67% |
$14.4K - $15.3K
|
393
$136K
|
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-58- 0.15% |
$14.6K - $15.6K
|
38.9K
$13.5M
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-61- 9.56% |
$15.4K - $16.4K
|
577
$200K
|
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-65- 5.92% |
$16.4K - $17.5K
|
1.03K
$358K
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-66- 1.5% |
$16.6K - $17.8K
|
4.32K
$1.5M
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-77- 3.67% |
$19.4K - $20.7K
|
2.02K
$701K
|
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
SELL
|
- |
-80- 0.12% |
$20.2K - $21.5K
|
68.6K
$23.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-80- 7.41% |
$20.2K - $21.5K
|
1K
$347K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-80- 0.65% |
$20.2K - $21.5K
|
12.3K
$4.26M
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-87- 5.36% |
$21.9K - $23.4K
|
1.54K
$533K
|
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
SELL
|
- |
-87- 0.8% |
$21.9K - $23.4K
|
10.8K
$3.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-90- 3.32% |
$22.7K - $24.2K
|
2.62K
$907K
|
|
|
Oct 07, 2021
Q3 2021
|
New Capital Management LP
|
SELL
|
- |
-95Closed |
$23.9K - $25.6K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-100- 1.95% |
$25.2K - $26.9K
|
5.02K
$1.74M
|
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
SELL
|
- |
-100- 7.06% |
$25.2K - $26.9K
|
1.32K
$456K
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-100- 5.98% |
$25.2K - $26.9K
|
1.57K
$545K
|
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-100- 3.59% |
$25.2K - $26.9K
|
2.68K
$930K
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
SELL
|
- |
-100- 2.28% |
$25.2K - $26.9K
|
4.28K
$1.48M
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
SELL
|
- |
-100- 8.33% |
$25.2K - $26.9K
|
1.1K
$381K
|
|
|
Nov 15, 2021
Q3 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-105- 0.9% |
$26.4K - $28.2K
|
11.5K
$3.99M
|
|
|
Oct 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-107- 0.63% |
$27K - $28.8K
|
16.9K
$5.86M
|
|
|
Oct 19, 2021
Q3 2021
|
Planning Alternatives LTD
|
SELL
|
- |
-108- 0.85% |
$27.2K - $29.1K
|
12.6K
$4.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-113- 1.95% |
$28.5K - $30.4K
|
5.7K
$1.97M
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-114- 0.08% |
$28.7K - $30.7K
|
139K
$48.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-114- 2.39% |
$28.7K - $30.7K
|
4.66K
$1.62M
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-115- 10.75% |
$29K - $30.9K
|
955
$331K
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-119- 0.65% |
$30K - $32K
|
18.2K
$6.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-123- 11.68% |
$31K - $33.1K
|
930
$322K
|
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-129- 0.12% |
$32.5K - $34.7K
|
107K
$37.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-131- 0.38% |
$33K - $35.2K
|
34.7K
$12M
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-131- 3.11% |
$33K - $35.2K
|
4.08K
$1.41M
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-131Closed |
$33K - $35.2K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-134- 3.84% |
$33.8K - $36K
|
3.36K
$1.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-135- 2.47% |
$34K - $36.3K
|
5.33K
$1.85M
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-160- 4.28% |
$40.3K - $43K
|
3.57K
$1.24M
|
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-161Closed |
$40.6K - $43.3K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-162- 3.67% |
$40.8K - $43.6K
|
4.25K
$1.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-163- 4.3% |
$41.1K - $43.8K
|
3.63K
$1.26M
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-164- 1.68% |
$41.3K - $44.1K
|
9.6K
$3.33M
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-166- 4.4% |
$41.8K - $44.7K
|
3.6K
$1.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-168- 2.76% |
$42.3K - $45.2K
|
5.93K
$2.05M
|