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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
19+ 0.46% |
$3.93K - $4.74K
|
4.17K
$1.43M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
16New |
$3.31K - $3.99K
|
16
$5.47K
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
16+ 0.45% |
$3.31K - $3.99K
|
3.58K
$1.23M
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
14+ 0.63% |
$2.9K - $3.49K
|
2.25K
$769K
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
12+ 0.27% |
$2.48K - $2.99K
|
4.42K
$1.51M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12+ 0.87% |
$2.48K - $2.99K
|
1.39K
$474K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12+ 1.19% |
$2.48K - $2.99K
|
1.02K
$349K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
11+ 0.38% |
$2.28K - $2.74K
|
2.91K
$995K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
10+ 0.25% |
$2.07K - $2.49K
|
4K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
9+ 0.34% |
$1.86K - $2.24K
|
2.68K
$915K
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
8+ 0.12% |
$1.66K - $2K
|
6.9K
$2.36M
|
|
|
Nov 09, 2022
Q3 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.48% |
$1.66K - $2K
|
1.69K
$579K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
7+ 0.18% |
$1.45K - $1.75K
|
3.97K
$1.36M
|
|
|
Oct 26, 2022
Q3 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.36% |
$1.45K - $1.75K
|
1.96K
$671K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
5+ 0.35% |
$1.04K - $1.25K
|
1.45K
$494K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5+ 0.16% |
$1.04K - $1.25K
|
3.21K
$1.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
4+ 0.04% |
$828 - $998
|
10K
$3.42M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
4+ 0.23% |
$828 - $998
|
1.78K
$607K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3+ 0.12% |
$621 - $748
|
2.5K
$855K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.48% |
$621 - $748
|
625
$214K
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3+ 0.05% |
$621 - $748
|
6.45K
$2.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
2+ 0.48% |
$414 - $499
|
423
$145K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2+ 0.18% |
$414 - $499
|
1.1K
$375K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$414 - $499
|
4.52K
$1.55M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2+ 0.11% |
$414 - $499
|
1.85K
$631K
|
|
|
Oct 20, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$207 - $249
|
1
$342
|
|
|
Oct 11, 2022
Q3 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$207 - $249
|
1.86K
$635K
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1+ 0.71% |
$207 - $249
|
142
$48.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 0.07% |
$207 - $249
|
1.39K
$474K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.4% |
$207 - $249
|
253
$86.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1+ 0.08% |
$207 - $249
|
1.27K
$436K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Portfolio Strategies, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-1- 0.1% |
$207 - $249
|
1.05K
$359K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2- 0.03% |
$414 - $499
|
6.15K
$2.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-3- 5.36% |
$621 - $748
|
53
$18.1K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-3- 0.12% |
$621 - $748
|
2.54K
$869K
|
|
|
Nov 01, 2022
Q3 2022
|
Brickley Wealth Management
|
SELL
|
- |
-3- 0.28% |
$621 - $748
|
1.08K
$368K
|
|
|
Oct 20, 2022
Q3 2022
|
Mason & Associates Inc
|
SELL
|
- |
-5- 0.12% |
$1.04K - $1.25K
|
4.11K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-5- 0.22% |
$1.04K - $1.25K
|
2.24K
$766K
|
|
|
Nov 10, 2022
Q3 2022
|
Campion Asset Management
|
SELL
|
- |
-5- 0.51% |
$1.04K - $1.25K
|
968
$331K
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-6- 0.55% |
$1.24K - $1.5K
|
1.09K
$372K
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6- 0.36% |
$1.24K - $1.5K
|
1.66K
$568K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-6- 0.59% |
$1.24K - $1.5K
|
1.02K
$348K
|
|
|
Nov 23, 2022
Q3 2022
|
Gould Capital, LLC
|
SELL
|
- |
-7- 0.44% |
$1.45K - $1.75K
|
1.6K
$546K
|
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-10- 0.01% |
$2.07K - $2.49K
|
178K
$60.9M
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
SELL
|
- |
-10- 0.14% |
$2.07K - $2.49K
|
6.9K
$2.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-11- 2.52% |
$2.28K - $2.74K
|
425
$145K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-13- 1.09% |
$2.69K - $3.24K
|
1.19K
$405K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-14- 1.38% |
$2.9K - $3.49K
|
1K
$342K
|