Purchases and Sales Made in Q1 2022 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q1 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 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
877K+ 16990.44% |
$212M - $245M
|
882K
$301M
|
|
|
May 11, 2022
Q1 2022
|
American Family Insurance Mutual Holding CO
|
BUY
|
- |
279K+ 88.79% |
$67.5M - $77.8M
|
593K
$203M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
177K+ 10704.55% |
$42.7M - $49.3M
|
178K
$60.9M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
83.6K+ 968.4% |
$20.2M - $23.3M
|
92.2K
$31.5M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
60.2K+ 542.77% |
$14.6M - $16.8M
|
71.3K
$24.4M
|
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
48.8KNew |
$11.8M - $13.6M
|
48.8K
$16.7M
|
|
|
May 11, 2022
Q1 2022
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
48.6K+ 1052.3% |
$11.8M - $13.6M
|
53.2K
$18.2M
|
|
|
May 16, 2022
Q1 2022
|
Georgetown University
Washington, DC |
BUY
|
- |
40K+ 20.29% |
$9.68M - $11.2M
|
237K
$81M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.2K+ 3.98% |
$6.09M - $7.02M
|
657K
$225M
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
22.1K+ 71.33% |
$5.35M - $6.17M
|
53.1K
$18.2M
|
|
|
May 12, 2022
Q1 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
21.7K+ 423.48% |
$5.24M - $6.04M
|
26.8K
$9.15M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
20.9K+ 57.35% |
$5.06M - $5.83M
|
57.3K
$19.6M
|
|
|
May 04, 2022
Q1 2022
|
Victory Capital Management Inc
|
BUY
|
- |
20.8K+ 144.5% |
$5.03M - $5.8M
|
35.2K
$12M
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
19.3K+ 278.31% |
$4.68M - $5.4M
|
26.3K
$8.99M
|
|
|
May 13, 2022
Q1 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
19.2K+ 10.34% |
$4.65M - $5.36M
|
205K
$70.2M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
18.8K+ 6.7% |
$4.55M - $5.25M
|
300K
$102M
|
|
|
May 12, 2022
Q1 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
18.8K+ 92.11% |
$4.55M - $5.24M
|
39.2K
$13.4M
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
18.3K+ 37.85% |
$4.43M - $5.11M
|
66.7K
$22.8M
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
17.8K+ 117.21% |
$4.31M - $4.97M
|
33K
$11.3M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.1K+ 1256.96% |
$4.13M - $4.76M
|
18.4K
$6.3M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
16.9K+ 237.9% |
$4.1M - $4.72M
|
24K
$8.22M
|
|
|
Jul 06, 2022
Q1 2022
|
Strategic Investment Management, LLC
|
BUY
|
- |
16.6K+ 136.07% |
$4.01M - $4.62M
|
28.7K
$9.82M
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
15.6KNew |
$3.78M - $4.36M
|
15.6K
$5.34M
|
|
|
Apr 28, 2022
Q1 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
15.3KNew |
$3.71M - $4.28M
|
15.3K
$5.24M
|
|
|
May 05, 2022
Q1 2022
|
Allen Investment Management LLC
|
BUY
|
- |
13.7K+ 284.65% |
$3.31M - $3.82M
|
18.5K
$6.32M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
13.2K+ 108.66% |
$3.19M - $3.68M
|
25.3K
$8.65M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11KNew |
$2.67M - $3.08M
|
11K
$3.77M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.2K+ 15.57% |
$2.47M - $2.85M
|
75.8K
$25.9M
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
9.98K+ 7.67% |
$2.41M - $2.78M
|
140K
$47.9M
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
9.83K+ 7.69% |
$2.38M - $2.74M
|
138K
$47M
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
9.71KNew |
$2.35M - $2.71M
|
9.71K
$3.32M
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.81K+ 20.81% |
$1.89M - $2.18M
|
45.4K
$15.5M
|
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
7.72K+ 4.71% |
$1.87M - $2.15M
|
171K
$58.6M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
7.6K+ 6.73% |
$1.84M - $2.12M
|
121K
$41.2M
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
7.46K+ 12.89% |
$1.81M - $2.08M
|
65.4K
$22.3M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.45K+ 2.83% |
$1.8M - $2.08M
|
270K
$92.4M
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
7.33K+ 1.08% |
$1.77M - $2.05M
|
685K
$234M
|
|
|
May 10, 2022
Q1 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
7.05KNew |
$1.71M - $1.97M
|
7.05K
$2.41M
|
|
|
Apr 20, 2022
Q1 2022
|
Riverbridge Partners LLC
|
BUY
|
- |
6.65KNew |
$1.61M - $1.86M
|
6.65K
$2.27M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
6.24KNew |
$1.51M - $1.74M
|
6.24K
$2.13M
|
|
|
May 11, 2022
Q1 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
6.23K+ 14.12% |
$1.51M - $1.74M
|
50.3K
$17.2M
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
6.09KNew |
$1.47M - $1.7M
|
6.09K
$2.08M
|
|
|
May 06, 2022
Q1 2022
|
Cohen Capital Management, Inc.
|
BUY
|
- |
6.09KNew |
$1.47M - $1.7M
|
6.09K
$2.08M
|
|
|
Apr 26, 2022
Q1 2022
|
Nvest Financial, LLC
|
BUY
|
- |
5.44KNew |
$1.32M - $1.52M
|
5.44K
$1.86M
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5.21K+ 4.6% |
$1.26M - $1.45M
|
118K
$40.5M
|
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
5.15K+ 68.94% |
$1.25M - $1.44M
|
12.6K
$4.32M
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
4.96K+ 5.21% |
$1.2M - $1.38M
|
100K
$34.2M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.75KNew |
$1.15M - $1.32M
|
4.75K
$1.62M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.71K+ 8.09% |
$1.14M - $1.31M
|
62.9K
$21.5M
|
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
4.71K+ 15.76% |
$1.14M - $1.31M
|
34.6K
$11.8M
|