Purchases and Sales Made in Q3 2022 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q3 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
398KNew |
$82.3M - $99.1M
|
398K
$133M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
221K+ 40.04% |
$45.7M - $55.1M
|
772K
$258M
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
207K+ 276.84% |
$42.9M - $51.6M
|
282K
$94.2M
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
135KNew |
$27.9M - $33.6M
|
135K
$45M
|
|
Oct 17, 2022
Q3 2022
|
Strategic Equity Management
|
BUY
|
- |
90.2K+ 229.1% |
$18.7M - $22.5M
|
130K
$43.3M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
71K+ 48.87% |
$14.7M - $17.7M
|
216K
$72.3M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
57.4K+ 5.95% |
$11.9M - $14.3M
|
1.02M
$341M
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
51.1K+ 8.11% |
$10.6M - $12.7M
|
680K
$227M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48.8K+ 199.95% |
$10.1M - $12.2M
|
73.2K
$24.5M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
46.3K+ 37.47% |
$9.59M - $11.5M
|
170K
$56.8M
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
43.7K+ 3341.55% |
$9.04M - $10.9M
|
45K
$15M
|
|
Mar 11, 2024
Q3 2022
|
Nepc LLC
Boston, MA |
BUY
|
- |
43.7KNew |
$9.04M - $10.9M
|
43.7K
$14.6M
|
|
Oct 19, 2022
Q3 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
42K+ 242.9% |
$8.69M - $10.5M
|
59.2K
$19.8M
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
35K+ 57.54% |
$7.25M - $8.73M
|
95.9K
$32M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
33.3KNew |
$6.88M - $8.29M
|
33.3K
$11.1M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
31.5K+ 64.31% |
$6.52M - $7.86M
|
80.5K
$26.9M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.1KNew |
$4.36M - $5.26M
|
21.1K
$7.05M
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
20.5KNew |
$4.24M - $5.11M
|
20.5K
$6.85M
|
|
Oct 26, 2022
Q3 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
20.4KNew |
$4.22M - $5.09M
|
20.4K
$6.82M
|
|
Nov 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
BUY
|
- |
20.1K+ 130.78% |
$4.15M - $5M
|
35.4K
$11.8M
|
|
Nov 14, 2022
Q3 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
19.9K+ 97.63% |
$4.13M - $4.97M
|
40.4K
$13.5M
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
19.4K+ 569.04% |
$4.02M - $4.84M
|
22.8K
$7.63M
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
BUY
|
- |
18.9K+ 145.78% |
$3.92M - $4.72M
|
31.9K
$10.7M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
18.7K+ 3.4% |
$3.87M - $4.66M
|
569K
$190M
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
17.4K+ 31.3% |
$3.6M - $4.34M
|
73K
$24.4M
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
15.5K+ 9.26% |
$3.2M - $3.86M
|
183K
$61M
|
|
Nov 07, 2022
Q3 2022
|
Davidson Investment Advisors
|
BUY
|
- |
14.3K+ 1124.08% |
$2.97M - $3.57M
|
15.6K
$5.22M
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
13.8KNew |
$2.86M - $3.44M
|
13.8K
$4.61M
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
13.6KNew |
$2.82M - $3.4M
|
13.6K
$4.56M
|
|
Nov 02, 2022
Q3 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
13.3K+ 9.08% |
$2.75M - $3.32M
|
160K
$53.4M
|
|
Oct 19, 2022
Q3 2022
|
Wealth Cmt
|
BUY
|
- |
12.9K+ 17.56% |
$2.68M - $3.22M
|
86.5K
$28.9M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
11.9K+ 31.93% |
$2.47M - $2.97M
|
49.3K
$16.5M
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
11.8K+ 11.88% |
$2.45M - $2.95M
|
111K
$37.2M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
11.7K+ 49.72% |
$2.42M - $2.91M
|
35.1K
$11.7M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
11.4K+ 36.62% |
$2.36M - $2.84M
|
42.5K
$14.2M
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.4K+ 3.53% |
$2.15M - $2.59M
|
305K
$102M
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
9.91K+ 7.23% |
$2.05M - $2.47M
|
147K
$49.1M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.79K+ 4.87% |
$2.03M - $2.44M
|
211K
$70.4M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.34K+ 5.82% |
$1.93M - $2.33M
|
170K
$56.8M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
8.77K+ 152.06% |
$1.82M - $2.19M
|
14.5K
$4.86M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.46K+ 3.32% |
$1.75M - $2.11M
|
263K
$88M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.01K+ 1.22% |
$1.66M - $2M
|
664K
$222M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.01K+ 1.22% |
$1.66M - $2M
|
664K
$222M
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.61K+ 62.41% |
$1.58M - $1.9M
|
19.8K
$6.62M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.44K+ 298.59% |
$1.54M - $1.85M
|
9.93K
$3.32M
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
7.04K+ 3.53% |
$1.46M - $1.76M
|
207K
$69.1M
|
|
Oct 21, 2022
Q3 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
6.93K+ 15.76% |
$1.44M - $1.73M
|
50.9K
$17M
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
6.6KNew |
$1.37M - $1.65M
|
6.6K
$2.21M
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
BUY
|
- |
6.11K+ 81.05% |
$1.26M - $1.52M
|
13.6K
$4.56M
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5.57KNew |
$1.15M - $1.39M
|
5.57K
$1.86M
|