Purchases and Sales Made in Q3 2021 in Ishares Russell 3000 ETF (IWV)

IWV Quotes by TradingView

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
Feb 15, 2022 Q3 2021
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-162K
- 87.79%
$40.7M - $43.4M
22.5K $7.6M
Nov 12, 2021 Q3 2021
Scs Capital Management LLC

Boston, MA
SELL
 -
-386K
- 13.48%
$97.2M - $104M
2.48M $838M
Nov 23, 2021 Q3 2021
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-3.35M
- 99.63%
$844M - $901M
12.5K $4.23M

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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