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 |
---|---|---|---|---|---|---|---|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-3.78KClosed |
$916K - $1.06M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.84K- 0.5% |
$929K - $1.07M
|
766K
$262M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-3.85K- 41.92% |
$931K - $1.07M
|
5.33K
$1.82M
|
|
May 12, 2022
Q1 2022
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-3.86KClosed |
$934K - $1.08M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-4K- 4.71% |
$968K - $1.12M
|
81K
$27.7M
|
|
May 05, 2022
Q1 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.07K- 2.42% |
$984K - $1.13M
|
164K
$56M
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-4.29K- 7.48% |
$1.04M - $1.2M
|
53.1K
$18.1M
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-4.45K- 18.97% |
$1.08M - $1.24M
|
19K
$6.5M
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-4.47K- 2.8% |
$1.08M - $1.25M
|
155K
$53M
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4.51K- 3.59% |
$1.09M - $1.26M
|
121K
$41.5M
|
|
Aug 23, 2022
Q1 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4.51K- 3.59% |
$1.09M - $1.26M
|
121K
$41.5M
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-4.67K- 1.04% |
$1.13M - $1.3M
|
445K
$152M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.89KClosed |
$1.18M - $1.36M
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-5.16K- 41.67% |
$1.25M - $1.44M
|
7.22K
$2.47M
|
|
May 13, 2022
Q1 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-5.32KClosed |
$1.29M - $1.48M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-5.62K- 91.67% |
$1.36M - $1.57M
|
510
$174K
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-5.86KClosed |
$1.42M - $1.64M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.12K- 18.77% |
$1.48M - $1.71M
|
26.5K
$9.05M
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.37K- 12.65% |
$1.54M - $1.78M
|
44K
$15M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-7.12K- 1.29% |
$1.72M - $1.99M
|
547K
$187M
|
|
May 10, 2022
Q1 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-7.83K- 6.84% |
$1.9M - $2.19M
|
107K
$36.5M
|
|
May 12, 2022
Q1 2022
|
Fiduciary Management Inc
Milwaukee, WI |
SELL
|
- |
-7.9KClosed |
$1.91M - $2.2M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.9K- 9.58% |
$2.4M - $2.76M
|
93.5K
$32M
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-9.97KClosed |
$2.41M - $2.78M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-10KClosed |
$2.42M - $2.79M
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-10.4K- 41.05% |
$2.52M - $2.91M
|
15K
$5.11M
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
SELL
|
- |
-10.8KClosed |
$2.62M - $3.02M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-11K- 10.16% |
$2.66M - $3.07M
|
97.3K
$33.3M
|
|
May 16, 2022
Q1 2022
|
Morgan Jess S & CO Inc
|
SELL
|
- |
-11.2K- 52.85% |
$2.7M - $3.12M
|
9.96K
$3.41M
|
|
May 09, 2022
Q1 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-11.2K- 26.52% |
$2.72M - $3.13M
|
31.1K
$10.6M
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-11.4K- 9.21% |
$2.76M - $3.18M
|
112K
$38.4M
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.5KClosed |
$2.78M - $3.2M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-11.5KClosed |
$2.79M - $3.22M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.3K- 89.35% |
$2.98M - $3.43M
|
1.47K
$502K
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-13.2K- 6.89% |
$3.2M - $3.7M
|
179K
$61.2M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13.3K- 10.44% |
$3.23M - $3.72M
|
114K
$39.1M
|
|
Apr 21, 2022
Q1 2022
|
Wind River Trust CO
|
SELL
|
- |
-13.5K- 9.55% |
$3.26M - $3.76M
|
128K
$43.6M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.7K- 8.42% |
$3.3M - $3.81M
|
148K
$50.8M
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-13.7K- 92.56% |
$3.31M - $3.82M
|
1.1K
$376K
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-14.7K- 92.51% |
$3.56M - $4.11M
|
1.19K
$407K
|
|
May 04, 2022
Q1 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-18.1K- 5.75% |
$4.38M - $5.05M
|
297K
$102M
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-18.6K- 2.75% |
$4.5M - $5.18M
|
656K
$224M
|
|
May 13, 2022
Q1 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-19K- 16.74% |
$4.61M - $5.31M
|
94.6K
$32.4M
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-23.3K- 68.99% |
$5.64M - $6.51M
|
10.5K
$3.58M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-23.4K- 38.86% |
$5.65M - $6.52M
|
36.7K
$12.6M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-25.5K- 17.97% |
$6.18M - $7.13M
|
117K
$39.9M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35K- 18.03% |
$8.48M - $9.78M
|
159K
$54.5M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36K- 34.75% |
$8.72M - $10.1M
|
67.7K
$23.1M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-36.3K- 5.06% |
$8.79M - $10.1M
|
681K
$233M
|
|
May 02, 2022
Q1 2022
|
Meridian Financial Partners LLC
|
SELL
|
- |
-36.4KClosed |
$8.81M - $10.2M
|
0
$0
|