Purchases and Sales Made in Q1 2022 in Ishares Russell 3000 ETF (IWV)

IWV Quotes by TradingView

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 29, 2022 Q1 2022
Northwest Wealth Management, LLC

BUY
 -
1.25K
New
$302K - $349K
1.25K $427K
May 24, 2022 Q1 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
1.24K
New
$299K - $345K
1.24K $423K
Apr 27, 2022 Q1 2022
Beacon Financial Advisory LLC

BUY
 -
1.22K
New
$295K - $340K
1.22K $416K
May 13, 2022 Q1 2022
Dakota Wealth Management

BUY
 -
1.18K
New
$286K - $329K
1.18K $403K
May 16, 2022 Q1 2022
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
1.17K
+ 0.29%
$283K - $326K
401K $137M
Apr 25, 2022 Q1 2022
Grant

BUY
 -
1.1K
New
$266K - $307K
1.1K $376K
Apr 11, 2022 Q1 2022
Carnegie Capital Asset Management, LLC

BUY
 -
1.1K
+ 61.76%
$266K - $307K
2.88K $985K
May 10, 2022 Q1 2022
Ironwood Investment Management LLC

Boston, MA
BUY
 -
1.06K
+ 16.27%
$255K - $294K
7.54K $2.58M
Jul 20, 2023 Q1 2022
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
1.05K
New
$255K - $294K
1.05K $360K
May 16, 2022 Q1 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
1.02K
+ 3.1%
$246K - $283K
33.7K $11.5M
May 04, 2022 Q1 2022
Greenspring Advisors, LLC

BUY
 -
957
+ 280.65%
$232K - $267K
1.3K $444K
May 26, 2022 Q1 2022
Kestra Private Wealth Services, LLC

BUY
 -
938
New
$227K - $262K
938 $321K
May 10, 2022 Q1 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
923
+ 7.55%
$223K - $258K
13.1K $4.5M
May 09, 2022 Q1 2022
Intercontinental Wealth Advisors, LLC

BUY
 -
900
New
$218K - $251K
900 $308K
May 13, 2022 Q1 2022
Cornerstone Capital, Inc.

Palo Alto, CA
BUY
 -
898
+ 34.85%
$217K - $251K
3.48K $1.19M
May 23, 2022 Q1 2022
Advisory Services Network, LLC

BUY
 -
895
+ 19.94%
$217K - $250K
5.38K $1.84M
May 13, 2022 Q1 2022
Boston Financial Mangement LLC

Boston, MA
BUY
 -
895
+ 11.66%
$217K - $250K
8.57K $2.93M
Apr 07, 2022 Q1 2022
Diversified Trust CO

BUY
 -
875
New
$212K - $244K
875 $299K
May 16, 2022 Q1 2022
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
863
+ 0.29%
$209K - $241K
296K $101M
May 13, 2022 Q1 2022
Sequoia Financial Advisors, LLC

BUY
 -
837
New
$203K - $234K
837 $286K
May 25, 2022 Q1 2022
First National Bank Of Omaha

Omaha, NE
BUY
 -
832
+ 8.9%
$201K - $232K
10.2K $3.48M
May 10, 2022 Q1 2022
Mai Capital Management

BUY
 -
811
+ 34.94%
$196K - $226K
3.13K $1.07M
Apr 18, 2022 Q1 2022
Cadence Bank Na

BUY
 -
810
New
$196K - $226K
810 $277K
May 06, 2022 Q1 2022
Jfg Wealth Management, LLC

Denver, CO
BUY
 -
785
New
$190K - $219K
785 $268K
May 10, 2022 Q1 2022
Frisch Financial Group, Inc.

Melville, NY
BUY
 -
783
New
$190K - $219K
783 $268K
Nov 14, 2024 Q1 2022
High Probability Advisors, LLC

Pittsford, NY
BUY
 -
714
+ 50.5%
$173K - $199K
2.13K $728K
May 16, 2022 Q1 2022
Betterment LLC

New York, NY
BUY
 -
691
+ 52.83%
$167K - $193K
2K $684K
Aug 16, 2024 Q1 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
648
New
$157K - $181K
648 $222K
May 12, 2022 Q1 2022
Raymond James Trust N.A.

BUY
 -
629
+ 80.64%
$152K - $176K
1.41K $482K
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
601
+ 180.48%
$145K - $168K
934 $319K
May 11, 2022 Q1 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
600
+ 80.0%
$145K - $167K
1.35K $462K
Apr 19, 2022 Q1 2022
Burt Wealth Advisors

BUY
 -
583
+ 51.87%
$141K - $163K
1.71K $584K
May 12, 2022 Q1 2022
Integrated Wealth Concepts LLC

BUY
 -
542
+ 50.61%
$131K - $151K
1.61K $552K
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
536
+ 1.42%
$130K - $150K
38.4K $13.1M
May 10, 2022 Q1 2022
Forvis Wealth Advisors, LLC

BUY
 -
519
+ 1.61%
$126K - $145K
32.8K $11.2M
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

BUY
 -
492
+ 22.74%
$119K - $137K
2.66K $908K
Apr 20, 2022 Q1 2022
Gps Wealth Strategies Group, LLC

BUY
 -
443
+ 372.27%
$107K - $124K
562 $192K
May 09, 2022 Q1 2022
Mc Cutchen Group LLC

BUY
 -
418
+ 0.27%
$101K - $117K
158K $54M
Nov 13, 2023 Q1 2022
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
378
New
$91.5K - $105K
378 $129K
Apr 29, 2022 Q1 2022
Sheets Smith Investment Management

Houston, TX
BUY
 -
374
+ 1.77%
$90.5K - $104K
21.5K $7.37M
May 13, 2022 Q1 2022
Bartlett & Co. LLC

BUY
 -
365
+ 26.55%
$88.3K - $102K
1.74K $595K
Feb 14, 2024 Q1 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
365
+ 26.55%
$88.3K - $102K
1.74K $595K
Apr 12, 2022 Q1 2022
Pure Financial Advisors, LLC

BUY
 -
363
+ 10.18%
$87.9K - $101K
3.93K $1.34M
May 25, 2022 Q1 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
344
+ 573.33%
$83.3K - $96K
404 $138K
May 18, 2022 Q1 2022
Campbell Wealth Management

BUY
 -
344
+ 0.46%
$83.3K - $96K
75.1K $25.7M
May 05, 2022 Q1 2022
Washington Trust CO

BUY
 -
332
+ 3.12%
$80.4K - $92.7K
11K $3.75M
Apr 29, 2022 Q1 2022
Cobblestone Capital Advisors LLC

Rochester, NY
BUY
 -
315
+ 37.06%
$76.2K - $87.9K
1.17K $398K
May 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
283
+ 7.6%
$68.5K - $79K
4.01K $1.37M
May 12, 2022 Q1 2022
Natixis Advisors, L.P.

Boston, MA
BUY
 -
282
+ 2.58%
$68.2K - $78.7K
11.2K $3.83M

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