Purchases and Sales Made in Q4 2021 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
7.21KNew |
$1.84M - $2.01M
|
7.21K
$2.48M
|
|
|
May 26, 2022
Q4 2021
|
Mc Cutchen Group LLC
|
BUY
|
- |
7.19K+ 4.78% |
$1.83M - $2.01M
|
158K
$54.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
7.17K+ 19.42% |
$1.83M - $2M
|
44.1K
$15.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7K+ 233.33% |
$1.78M - $1.95M
|
10K
$3.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.61K+ 326.79% |
$1.68M - $1.85M
|
8.63K
$2.98M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
6.47K+ 34.19% |
$1.65M - $1.8M
|
25.4K
$8.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.31K+ 41.85% |
$1.61M - $1.76M
|
21.4K
$7.37M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
6.2KNew |
$1.58M - $1.73M
|
6.2K
$2.14M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.06K+ 6.27% |
$1.54M - $1.69M
|
103K
$35.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6K+ 21.9% |
$1.53M - $1.67M
|
33.4K
$11.5M
|
|
|
Jan 13, 2022
Q4 2021
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
5.91K+ 2802.84% |
$1.51M - $1.65M
|
6.13K
$2.11M
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5.9K+ 486.64% |
$1.5M - $1.65M
|
7.12K
$2.45M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.49K+ 12.24% |
$1.4M - $1.53M
|
50.4K
$17.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Strategic Investment Management, LLC
|
BUY
|
- |
5.34K+ 78.18% |
$1.36M - $1.49M
|
12.2K
$4.19M
|
|
|
Feb 09, 2022
Q4 2021
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
5.32KNew |
$1.35M - $1.48M
|
5.32K
$1.83M
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
5.19KNew |
$1.32M - $1.45M
|
5.19K
$1.79M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.16KNew |
$1.31M - $1.44M
|
5.16K
$1.78M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.03KNew |
$1.28M - $1.41M
|
5.03K
$1.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.9K+ 15.13% |
$1.25M - $1.37M
|
37.3K
$12.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.83KNew |
$1.23M - $1.35M
|
4.83K
$1.66M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
4.8K+ 43636.36% |
$1.22M - $1.34M
|
4.81K
$1.66M
|
|
|
Feb 08, 2022
Q4 2021
|
Motive Wealth Advisors
|
BUY
|
- |
4.78K+ 186.15% |
$1.22M - $1.34M
|
7.35K
$2.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.74K+ 14.29% |
$1.21M - $1.32M
|
37.9K
$13M
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
4.66KNew |
$1.19M - $1.3M
|
4.66K
$1.61M
|
|
|
Feb 08, 2022
Q4 2021
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
4.61KNew |
$1.18M - $1.29M
|
4.61K
$1.59M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.52KNew |
$1.15M - $1.26M
|
4.52K
$1.56M
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
4.45K+ 7.11% |
$1.13M - $1.24M
|
67K
$23.1M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.4K+ 35.18% |
$1.12M - $1.23M
|
16.9K
$5.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.34K+ 0.61% |
$1.11M - $1.21M
|
718K
$247M
|
|
|
Feb 07, 2022
Q4 2021
|
St. Louis Trust CO
|
BUY
|
- |
4.31K+ 25.89% |
$1.1M - $1.2M
|
21K
$7.23M
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
4.31KNew |
$1.1M - $1.2M
|
4.31K
$1.48M
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.26K+ 23.64% |
$1.09M - $1.19M
|
22.3K
$7.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4.22KNew |
$1.08M - $1.18M
|
4.22K
$1.45M
|
|
|
Feb 11, 2022
Q4 2021
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
BUY
|
- |
3.86KNew |
$983K - $1.08M
|
3.86K
$1.33M
|
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
BUY
|
- |
3.78KNew |
$964K - $1.06M
|
3.78K
$1.3M
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
3.74KNew |
$953K - $1.04M
|
3.74K
$1.29M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.73KNew |
$949K - $1.04M
|
3.73K
$1.28M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
3.72K+ 67.99% |
$946K - $1.04M
|
9.18K
$3.16M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
3.6KNew |
$917K - $1M
|
3.6K
$1.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.54K+ 3.1% |
$903K - $989K
|
118K
$40.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.44K+ 98.03% |
$875K - $959K
|
6.94K
$2.39M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.3KNew |
$841K - $921K
|
3.3K
$1.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.25KNew |
$827K - $907K
|
3.25K
$1.12M
|
|
|
Feb 08, 2022
Q4 2021
|
Martin Capital Advisors, LLP
|
BUY
|
- |
3.11KNew |
$791K - $867K
|
3.11K
$1.07M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.08K+ 54.7% |
$784K - $860K
|
8.71K
$3M
|
|
|
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
2.98K+ 129.35% |
$758K - $830K
|
5.28K
$1.82M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
2.81K+ 3.05% |
$715K - $784K
|
95K
$32.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$713K - $782K
|
2.8K
$965K
|
|
|
Mar 24, 2022
Q4 2021
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
2.79K+ 15.2% |
$712K - $780K
|
21.2K
$7.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Congress Asset Management CO
|
BUY
|
- |
2.79KNew |
$711K - $779K
|
2.79K
$961K
|