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 |
|---|---|---|---|---|---|---|---|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
4.58K+ 2.09% |
$1.11M - $1.28M
|
224K
$76.5M
|
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
BUY
|
- |
4.54K+ 22.54% |
$1.1M - $1.27M
|
24.7K
$8.44M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.5K+ 0.51% |
$1.09M - $1.26M
|
887K
$303M
|
|
|
May 16, 2022
Q1 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
4.38K+ 50.0% |
$1.06M - $1.22M
|
13.1K
$4.49M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.31K+ 49.43% |
$1.04M - $1.2M
|
13K
$4.45M
|
|
|
Apr 25, 2022
Q1 2022
|
Wealth Cmt
|
BUY
|
- |
4.21K+ 5.61% |
$1.02M - $1.17M
|
79.1K
$27.1M
|
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
3.98K+ 4.57% |
$963K - $1.11M
|
91K
$31.1M
|
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.98KNew |
$963K - $1.11M
|
3.98K
$1.36M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.81KNew |
$921K - $1.06M
|
3.81K
$1.3M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.72KNew |
$901K - $1.04M
|
3.72K
$1.27M
|
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
3.68KNew |
$889K - $1.03M
|
3.68K
$1.26M
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.61K+ 109.39% |
$874K - $1.01M
|
6.91K
$2.36M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.5K+ 390.74% |
$847K - $977K
|
4.4K
$1.5M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.46K+ 55.25% |
$838K - $966K
|
9.73K
$3.33M
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
3.46KNew |
$837K - $965K
|
3.46K
$1.18M
|
|
|
May 11, 2022
Q1 2022
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
3.45KNew |
$835K - $963K
|
3.45K
$1.18M
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.41KNew |
$826K - $953K
|
3.41K
$1.17M
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.25K+ 320.2% |
$787K - $907K
|
4.27K
$1.46M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.15K+ 1.65% |
$762K - $879K
|
194K
$66.3M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.06KNew |
$741K - $854K
|
3.06K
$1.05M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.06KNew |
$740K - $853K
|
3.06K
$1.04M
|
|
|
Dec 06, 2024
Q1 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
2.95K+ 15.7% |
$713K - $823K
|
21.7K
$7.43M
|
|
|
May 13, 2022
Q1 2022
|
St. Louis Trust CO
|
BUY
|
- |
2.64K+ 12.57% |
$638K - $736K
|
23.6K
$8.07M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.48KNew |
$601K - $693K
|
2.48K
$849K
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.48K+ 232.61% |
$599K - $691K
|
3.54K
$1.21M
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
2.47KNew |
$597K - $689K
|
2.47K
$844K
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.45K+ 174.36% |
$592K - $683K
|
3.85K
$1.32M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.38KNew |
$575K - $663K
|
2.38K
$812K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.24K+ 33.26% |
$542K - $625K
|
8.98K
$3.07M
|
|
|
May 02, 2022
Q1 2022
|
Parkside Investments, LLC
|
BUY
|
- |
2.07K+ 20.64% |
$500K - $576K
|
12.1K
$4.13M
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.07K+ 8.66% |
$500K - $576K
|
25.9K
$8.86M
|
|
|
Apr 26, 2022
Q1 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
2.05K+ 21.13% |
$496K - $572K
|
11.8K
$4.02M
|
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2KNew |
$484K - $558K
|
2K
$684K
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.86K+ 1.08% |
$450K - $519K
|
174K
$59.3M
|
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.85K+ 117.37% |
$447K - $515K
|
3.42K
$1.17M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.84K+ 8.29% |
$446K - $515K
|
24.1K
$8.24M
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
1.81K+ 8.73% |
$439K - $506K
|
22.6K
$7.72M
|
|
|
Apr 27, 2022
Q1 2022
|
Virginia National Bank
|
BUY
|
- |
1.78KNew |
$432K - $498K
|
1.78K
$610K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.63K+ 9.63% |
$394K - $455K
|
18.5K
$6.34M
|
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
BUY
|
- |
1.6KNew |
$387K - $446K
|
1.6K
$546K
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.57KNew |
$380K - $438K
|
1.57K
$537K
|
|
|
Apr 12, 2022
Q1 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.55K+ 3.91% |
$374K - $431K
|
41.1K
$14M
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.52K+ 99.09% |
$369K - $425K
|
3.06K
$1.05M
|
|
|
May 02, 2022
Q1 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.51K+ 7.14% |
$365K - $421K
|
22.7K
$7.75M
|
|
|
Apr 27, 2022
Q1 2022
|
Epiq Partners, LLC
|
BUY
|
- |
1.45K+ 14.28% |
$351K - $405K
|
11.6K
$3.97M
|
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$337K - $388K
|
1.39K
$476K
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.38K+ 19.07% |
$335K - $386K
|
8.64K
$2.95M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.28K+ 74.18% |
$311K - $358K
|
3.02K
$1.03M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.26K+ 0.93% |
$304K - $351K
|
136K
$46.7M
|
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.25K+ 93.98% |
$303K - $349K
|
2.58K
$882K
|