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 29, 2021
Q3 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-716- 3.33% |
$180K - $193K
|
20.8K
$7.19M
|
|
|
Oct 07, 2021
Q3 2021
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-785- 1.31% |
$198K - $211K
|
59.2K
$20.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-794- 2.04% |
$200K - $214K
|
38.2K
$13.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-816- 7.77% |
$206K - $220K
|
9.69K
$3.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-817Closed |
$206K - $220K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-884- 3.56% |
$223K - $238K
|
23.9K
$8.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-905Closed |
$228K - $243K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-907- 8.88% |
$228K - $244K
|
9.3K
$3.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-923Closed |
$232K - $248K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-945Closed |
$238K - $254K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
SELL
|
- |
-948- 13.29% |
$239K - $255K
|
6.18K
$2.14M
|
|
|
Oct 07, 2021
Q3 2021
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.02K- 2.54% |
$256K - $274K
|
39K
$13.5M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.02K- 3.05% |
$257K - $274K
|
32.4K
$11.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Members Trust CO
|
SELL
|
- |
-1.04K- 50.0% |
$263K - $281K
|
1.04K
$361K
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
SELL
|
- |
-1.07K- 12.23% |
$270K - $288K
|
7.68K
$2.66M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.13K- 0.37% |
$284K - $303K
|
301K
$104M
|
|
|
Aug 05, 2022
Q3 2021
|
Vorpal, LLC
|
SELL
|
- |
-1.13KClosed |
$284K - $303K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
SELL
|
- |
-1.15KClosed |
$288K - $308K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Epiq Partners, LLC
|
SELL
|
- |
-1.15K- 11.0% |
$290K - $309K
|
9.3K
$3.22M
|
|
|
Oct 25, 2021
Q3 2021
|
Meridian Financial Partners LLC
|
SELL
|
- |
-1.2K- 3.17% |
$302K - $323K
|
36.6K
$12.7M
|
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-1.25K- 74.52% |
$315K - $337K
|
428
$148K
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.28KClosed |
$321K - $343K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.41K- 1.76% |
$354K - $378K
|
78.4K
$27.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.44K- 0.14% |
$363K - $388K
|
1.05M
$364M
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.44K- 1.5% |
$364K - $388K
|
94.7K
$32.8M
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
SELL
|
- |
-1.47K- 7.96% |
$369K - $394K
|
16.9K
$5.87M
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-1.49K- 6.68% |
$376K - $401K
|
20.8K
$7.22M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.66K- 1.26% |
$419K - $447K
|
130K
$45M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.68K- 4.37% |
$422K - $451K
|
36.7K
$12.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-1.7KClosed |
$428K - $457K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-1.78K- 7.56% |
$448K - $479K
|
21.8K
$7.54M
|
|
|
Oct 14, 2021
Q3 2021
|
Schwab Charitable Fund
|
SELL
|
- |
-1.82K- 38.1% |
$457K - $489K
|
2.95K
$1.02M
|
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.87KClosed |
$472K - $504K
|
0
$0
|
|
|
Dec 22, 2022
Q3 2021
|
Campbell Wealth Management
|
SELL
|
- |
-1.89K- 2.53% |
$476K - $509K
|
73K
$25.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.9K- 2.3% |
$480K - $512K
|
80.8K
$28M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.91K- 11.74% |
$482K - $514K
|
14.4K
$4.98M
|
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.94K- 33.34% |
$489K - $522K
|
3.88K
$1.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2K- 1.72% |
$504K - $538K
|
114K
$39.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.02K- 30.16% |
$510K - $544K
|
4.69K
$1.62M
|
|
|
Nov 16, 2021
Q3 2021
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-2.09K- 10.63% |
$526K - $562K
|
17.6K
$6.09M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.19K- 67.39% |
$552K - $589K
|
1.06K
$367K
|
|
|
Oct 13, 2021
Q3 2021
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-2.2K- 62.86% |
$554K - $592K
|
1.3K
$451K
|
|
|
Nov 04, 2021
Q3 2021
|
Compass Financial Group, Inc.
|
SELL
|
- |
-2.31K- 3.58% |
$582K - $622K
|
62.2K
$21.6M
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2.56K- 5.1% |
$644K - $687K
|
47.5K
$16.5M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.59K- 7.8% |
$653K - $698K
|
30.7K
$10.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.72K- 82.16% |
$686K - $732K
|
591
$205K
|
|
|
Dec 10, 2021
Q3 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-2.8KClosed |
$706K - $753K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-2.93K- 0.52% |
$738K - $788K
|
561K
$194M
|
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.12KClosed |
$786K - $839K
|
0
$0
|
|
|
Oct 04, 2021
Q3 2021
|
Stairway Partners, LLC
|
SELL
|
- |
-3.23K- 3.7% |
$813K - $869K
|
84.1K
$29.1M
|