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 12, 2021
Q3 2021
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-171- 2.52% |
$43.1K - $46K
|
6.6K
$2.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-171- 31.61% |
$43.1K - $46K
|
370
$128K
|
|
|
Oct 04, 2021
Q3 2021
|
Red Spruce Capital, LLC
|
SELL
|
- |
-194- 2.91% |
$48.9K - $52.2K
|
6.46K
$2.24M
|
|
|
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-200- 3.81% |
$50.4K - $53.8K
|
5.06K
$1.75M
|
|
|
Nov 10, 2021
Q3 2021
|
Hemenway Trust CO LLC
|
SELL
|
- |
-200- 18.18% |
$50.4K - $53.8K
|
900
$312K
|
|
|
Nov 12, 2021
Q3 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-200- 1.72% |
$50.4K - $53.8K
|
11.4K
$3.96M
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-213- 1.83% |
$53.7K - $57.3K
|
11.4K
$3.96M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-215Closed |
$54.2K - $57.8K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-218- 1.51% |
$54.9K - $58.6K
|
14.2K
$4.91M
|
|
|
Oct 27, 2021
Q3 2021
|
Trellis Advisors, LLC
|
SELL
|
- |
-228- 1.85% |
$57.4K - $61.3K
|
12.1K
$4.19M
|
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-236Closed |
$59.4K - $63.5K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-236- 49.79% |
$59.4K - $63.5K
|
238
$82.5K
|
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-237- 3.44% |
$59.7K - $63.8K
|
6.66K
$2.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-239- 22.68% |
$60.2K - $64.3K
|
815
$282K
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
SELL
|
- |
-239- 10.96% |
$60.2K - $64.3K
|
1.94K
$673K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-241- 4.66% |
$60.7K - $64.8K
|
4.93K
$1.71M
|
|
|
Oct 13, 2021
Q3 2021
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-241- 0.59% |
$60.7K - $64.8K
|
40.4K
$14M
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-244- 2.46% |
$61.5K - $65.6K
|
9.67K
$3.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-248- 0.41% |
$62.5K - $66.7K
|
60K
$20.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-252Closed |
$63.5K - $67.8K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-266- 6.42% |
$67K - $71.6K
|
3.88K
$1.34M
|
|
|
Oct 20, 2021
Q3 2021
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-271- 7.4% |
$68.3K - $72.9K
|
3.39K
$1.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-278- 0.14% |
$70K - $74.8K
|
200K
$69.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-278- 2.53% |
$70K - $74.8K
|
10.7K
$3.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-300- 3.71% |
$75.6K - $80.7K
|
7.79K
$2.7M
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-317- 0.49% |
$79.8K - $85.3K
|
64.7K
$22.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-322- 1.06% |
$81.1K - $86.6K
|
29.9K
$10.4M
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-333- 2.44% |
$83.9K - $89.6K
|
13.3K
$4.61M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-379- 11.02% |
$95.5K - $102K
|
3.06K
$1.06M
|
|
|
Nov 08, 2021
Q3 2021
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-400Closed |
$101K - $108K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-417- 2.82% |
$105K - $112K
|
14.4K
$4.99M
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-428- 11.37% |
$108K - $115K
|
3.34K
$1.16M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-475Closed |
$120K - $128K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-509- 1.06% |
$128K - $137K
|
47.6K
$16.5M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-520- 16.77% |
$131K - $140K
|
2.58K
$894K
|
|
|
Nov 12, 2021
Q3 2021
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-523- 2.13% |
$132K - $141K
|
24K
$8.31M
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-531Closed |
$134K - $143K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-531- 0.34% |
$134K - $143K
|
154K
$53.3M
|
|
|
Oct 18, 2021
Q3 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-543- 20.8% |
$137K - $146K
|
2.07K
$717K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-546- 2.97% |
$138K - $147K
|
17.9K
$6.19M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-554- 23.85% |
$140K - $149K
|
1.77K
$613K
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-571- 15.46% |
$144K - $154K
|
3.12K
$1.08M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-571- 0.5% |
$144K - $154K
|
114K
$39.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-604- 0.51% |
$152K - $162K
|
118K
$41M
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-635- 84.11% |
$160K - $171K
|
120
$41.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-636- 9.26% |
$160K - $171K
|
6.23K
$2.16M
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-645- 8.44% |
$162K - $174K
|
7K
$2.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-686- 10.87% |
$173K - $185K
|
5.62K
$1.95M
|
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-698- 2.25% |
$176K - $188K
|
30.3K
$10.5M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-708- 56.06% |
$178K - $190K
|
555
$192K
|