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 |
|---|---|---|---|---|---|---|---|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
278+ 16.4% |
$67.3K - $77.6K
|
1.97K
$675K
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
264+ 17.44% |
$63.9K - $73.7K
|
1.78K
$608K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
208+ 0.21% |
$50.3K - $58.1K
|
101K
$34.6M
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
200New |
$48.4K - $55.8K
|
200
$68.4K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
192+ 6.27% |
$46.5K - $53.6K
|
3.25K
$1.11M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
188+ 188.0% |
$45.5K - $52.5K
|
288
$98.5K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
183+ 12.1% |
$44.3K - $51.1K
|
1.7K
$580K
|
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
177+ 5.53% |
$42.8K - $49.4K
|
3.38K
$1.16M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
176+ 5.48% |
$42.6K - $49.1K
|
3.39K
$1.16M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
170+ 0.46% |
$41.1K - $47.4K
|
37.5K
$12.8M
|
|
|
Apr 21, 2022
Q1 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
166+ 8.67% |
$40.2K - $46.3K
|
2.08K
$712K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
164New |
$39.7K - $45.8K
|
164
$56.1K
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
162+ 4.43% |
$39.2K - $45.2K
|
3.82K
$1.3M
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
158+ 12.32% |
$38.2K - $44.1K
|
1.44K
$492K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
155New |
$37.5K - $43.3K
|
155
$53K
|
|
|
May 16, 2022
Q1 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
151+ 15.1% |
$36.5K - $42.1K
|
1.15K
$394K
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
150+ 2.08% |
$36.3K - $41.9K
|
7.37K
$2.52M
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
142+ 12.77% |
$34.4K - $39.6K
|
1.25K
$429K
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
138+ 9.77% |
$33.4K - $38.5K
|
1.55K
$530K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
136+ 23.86% |
$32.9K - $38K
|
706
$241K
|
|
|
May 13, 2022
Q1 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
131+ 4.93% |
$31.7K - $36.6K
|
2.79K
$954K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
129+ 1.57% |
$31.2K - $36K
|
8.34K
$2.85M
|
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
121+ 0.88% |
$29.3K - $33.8K
|
13.9K
$4.74M
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
119+ 0.65% |
$28.8K - $33.2K
|
18.5K
$6.32M
|
|
|
May 10, 2022
Q1 2022
|
Fluent Financial, LLC
|
BUY
|
- |
110+ 13.85% |
$26.6K - $30.7K
|
904
$309K
|
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
109+ 11.72% |
$26.4K - $30.4K
|
1.04K
$355K
|
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
108+ 0.75% |
$26.1K - $30.1K
|
14.5K
$4.97M
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
105+ 3.81% |
$25.4K - $29.3K
|
2.86K
$978K
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
BUY
|
- |
105+ 1.08% |
$25.4K - $29.3K
|
9.85K
$3.37M
|
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
100+ 1.51% |
$24.2K - $27.9K
|
6.73K
$2.3M
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
95+ 8.46% |
$23K - $26.5K
|
1.22K
$416K
|
|
|
May 10, 2022
Q1 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
95+ 0.39% |
$23K - $26.5K
|
24.2K
$8.27M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
88New |
$21.3K - $24.6K
|
88
$30.1K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
80+ 7.58% |
$19.4K - $22.3K
|
1.14K
$388K
|
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
BUY
|
- |
65+ 1.79% |
$15.7K - $18.1K
|
3.7K
$1.27M
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
57New |
$13.8K - $15.9K
|
57
$19.5K
|
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
55+ 4.79% |
$13.3K - $15.3K
|
1.2K
$412K
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
49New |
$11.9K - $13.7K
|
49
$16.8K
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
47+ 2.35% |
$11.4K - $13.1K
|
2.05K
$701K
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
45+ 2.91% |
$10.9K - $12.6K
|
1.59K
$544K
|
|
|
Apr 12, 2022
Q1 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
45+ 0.32% |
$10.9K - $12.6K
|
14K
$4.78M
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
44+ 1.02% |
$10.6K - $12.3K
|
4.36K
$1.49M
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
44+ 1.84% |
$10.6K - $12.3K
|
2.43K
$832K
|
|
|
Apr 12, 2022
Q1 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
40+ 0.78% |
$9.68K - $11.2K
|
5.2K
$1.78M
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
29+ 0.22% |
$7.02K - $8.09K
|
13.5K
$4.62M
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
27+ 0.19% |
$6.53K - $7.54K
|
14K
$4.78M
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
27+ 0.25% |
$6.53K - $7.54K
|
10.8K
$3.68M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
27+ 2.63% |
$6.53K - $7.54K
|
1.05K
$360K
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
26+ 0.96% |
$6.29K - $7.26K
|
2.73K
$932K
|
|
|
Apr 14, 2022
Q1 2022
|
Sl Advisors, LLC
|
BUY
|
- |
25+ 0.29% |
$6.05K - $6.98K
|
8.54K
$2.92M
|