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 09, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3.25K- 74.52% |
$818K - $873K
|
1.11K
$385K
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.36K- 0.42% |
$846K - $904K
|
788K
$273M
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.62K- 13.15% |
$912K - $974K
|
23.9K
$8.29M
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
SELL
|
- |
-3.63K- 3.87% |
$913K - $975K
|
90K
$31.2M
|
|
Nov 12, 2021
Q3 2021
|
Tlwm
San Antonio, TX |
SELL
|
- |
-3.65K- 1.76% |
$920K - $983K
|
204K
$70.7M
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
SELL
|
- |
-3.66K- 1.57% |
$923K - $985K
|
229K
$79.5M
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-3.92K- 13.59% |
$986K - $1.05M
|
24.9K
$8.63M
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4.23K- 0.61% |
$1.06M - $1.14M
|
693K
$240M
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
SELL
|
- |
-4.49K- 12.07% |
$1.13M - $1.21M
|
32.7K
$11.3M
|
|
Nov 12, 2021
Q3 2021
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-4.81K- 7.61% |
$1.21M - $1.29M
|
58.4K
$20.2M
|
|
Nov 10, 2021
Q3 2021
|
Strategic Investment Management, LLC
|
SELL
|
- |
-4.89K- 41.7% |
$1.23M - $1.31M
|
6.83K
$2.37M
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.99K- 7.11% |
$1.26M - $1.34M
|
65.1K
$22.6M
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.08KClosed |
$1.28M - $1.37M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-5.57KClosed |
$1.4M - $1.5M
|
0
$0
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-5.81K- 4.48% |
$1.46M - $1.56M
|
124K
$42.9M
|
|
Sep 01, 2022
Q3 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-5.81K- 4.48% |
$1.46M - $1.56M
|
124K
$42.9M
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-5.83K- 13.62% |
$1.47M - $1.57M
|
36.9K
$12.8M
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.86K- 6.36% |
$1.48M - $1.58M
|
86.4K
$29.9M
|
|
Oct 15, 2021
Q3 2021
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-6.02KClosed |
$1.52M - $1.62M
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Financial Services Advisory Inc
|
SELL
|
- |
-7.9K- 5.96% |
$1.99M - $2.12M
|
125K
$43.2M
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.97KClosed |
$2.01M - $2.14M
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Mc Cutchen Group LLC
|
SELL
|
- |
-8.04K- 5.05% |
$2.02M - $2.16M
|
151K
$52.4M
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-8.48KClosed |
$2.14M - $2.28M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.83K- 19.05% |
$2.22M - $2.37M
|
37.5K
$13M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.01K- 37.4% |
$2.27M - $2.42M
|
15.1K
$5.23M
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-9.27KClosed |
$2.34M - $2.49M
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-10.1K- 9.18% |
$2.55M - $2.73M
|
100K
$34.7M
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-10.3K- 8.62% |
$2.6M - $2.77M
|
109K
$37.9M
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-10.4K- 72.9% |
$2.63M - $2.81M
|
3.88K
$1.34M
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-11.2K- 2.74% |
$2.82M - $3.02M
|
397K
$138M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.1K- 25.34% |
$3.04M - $3.25M
|
35.6K
$12.3M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.5K- 16.65% |
$3.65M - $3.9M
|
72.6K
$25.2M
|
|
Nov 01, 2021
Q3 2021
|
Wall Capital Group, Inc.
|
SELL
|
- |
-15.3KClosed |
$3.86M - $4.13M
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-16.4K- 3.45% |
$4.12M - $4.4M
|
458K
$159M
|
|
Nov 03, 2021
Q3 2021
|
New South Capital Management Inc
Memphis, TN |
SELL
|
- |
-16.6KClosed |
$4.19M - $4.48M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-17.5K- 2.39% |
$4.4M - $4.7M
|
713K
$247M
|
|
Nov 10, 2021
Q3 2021
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-19.3K- 13.89% |
$4.87M - $5.2M
|
120K
$41.5M
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-20.5K- 52.7% |
$5.17M - $5.52M
|
18.4K
$6.39M
|
|
Nov 12, 2021
Q3 2021
|
St. Louis Trust CO
|
SELL
|
- |
-20.8K- 55.58% |
$5.25M - $5.61M
|
16.7K
$5.77M
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-21.7K- 25.09% |
$5.47M - $5.84M
|
64.8K
$22.5M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-22.8K- 14.81% |
$5.74M - $6.13M
|
131K
$45.4M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-27.5K- 7.92% |
$6.93M - $7.4M
|
320K
$111M
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-43.3K- 96.31% |
$10.9M - $11.7M
|
1.66K
$575K
|
|
Nov 04, 2021
Q3 2021
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-54.8KClosed |
$13.8M - $14.7M
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Wealth Cmt
|
SELL
|
- |
-72.2KClosed |
$18.2M - $19.4M
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Campbell Wealth Management
|
SELL
|
- |
-72.8KClosed |
$18.3M - $19.6M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-96.6K- 10.28% |
$24.3M - $26M
|
842K
$292M
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-98.2K- 9.31% |
$24.7M - $26.4M
|
957K
$332M
|
|
Nov 15, 2021
Q3 2021
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-98.3K- 43.81% |
$24.8M - $26.4M
|
126K
$43.7M
|
|
Nov 12, 2021
Q3 2021
|
Aviva PLC
|
SELL
|
- |
-122KClosed |
$30.8M - $32.8M
|
0
$0
|