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 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-8- 0.01% |
$1.94K - $2.23K
|
67K
$22.9M
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.04% |
$1.94K - $2.23K
|
21.1K
$7.2M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-9Closed |
$2.18K - $2.51K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-10- 1.26% |
$2.42K - $2.79K
|
784
$268K
|
|
|
Apr 05, 2022
Q1 2022
|
Red Spruce Capital, LLC
|
SELL
|
- |
-10- 0.15% |
$2.42K - $2.79K
|
6.54K
$2.23M
|
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
SELL
|
- |
-10- 0.14% |
$2.42K - $2.79K
|
7.01K
$2.4M
|
|
|
Apr 18, 2022
Q1 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-15- 0.42% |
$3.63K - $4.19K
|
3.53K
$1.21M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-17- 0.37% |
$4.11K - $4.74K
|
4.52K
$1.54M
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-17- 12.5% |
$4.11K - $4.74K
|
119
$40.7K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-19- 0.39% |
$4.6K - $5.3K
|
4.79K
$1.64M
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-21- 0.63% |
$5.08K - $5.86K
|
3.33K
$1.14M
|
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-25- 0.94% |
$6.05K - $6.98K
|
2.63K
$901K
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-28- 1.25% |
$6.78K - $7.81K
|
2.22K
$758K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-29- 9.54% |
$7.02K - $8.09K
|
275
$94K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-30- 8.13% |
$7.26K - $8.37K
|
339
$116K
|
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-30- 2.58% |
$7.26K - $8.37K
|
1.13K
$388K
|
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-31Closed |
$7.5K - $8.65K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-31- 2.02% |
$7.5K - $8.65K
|
1.5K
$514K
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-32- 91.43% |
$7.74K - $8.93K
|
3
$1.03K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-32- 3.11% |
$7.74K - $8.93K
|
997
$341K
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-35- 4.13% |
$8.47K - $9.77K
|
812
$278K
|
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-36- 0.58% |
$8.71K - $10K
|
6.17K
$2.11M
|
|
|
Apr 21, 2022
Q1 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-36- 2.81% |
$8.71K - $10K
|
1.25K
$426K
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-37- 0.56% |
$8.95K - $10.3K
|
6.54K
$2.24M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-43- 4.34% |
$10.4K - $12K
|
948
$324K
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-43- 1.07% |
$10.4K - $12K
|
3.99K
$1.36M
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-46Closed |
$11.1K - $12.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-47- 62.67% |
$11.4K - $13.1K
|
28
$9.57K
|
|
|
May 12, 2022
Q1 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-50- 4.15% |
$12.1K - $14K
|
1.15K
$395K
|
|
|
Apr 08, 2022
Q1 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-50- 2.86% |
$12.1K - $14K
|
1.7K
$581K
|
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-51- 0.3% |
$12.3K - $14.2K
|
16.8K
$5.75M
|
|
|
Apr 05, 2022
Q1 2022
|
Jvl Associates LLC
|
SELL
|
- |
-52- 0.18% |
$12.6K - $14.5K
|
29.5K
$10.1M
|
|
|
May 16, 2022
Q1 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-55- 0.48% |
$13.3K - $15.3K
|
11.4K
$3.91M
|
|
|
May 12, 2022
Q1 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-55- 2.0% |
$13.3K - $15.3K
|
2.7K
$922K
|
|
|
May 13, 2022
Q1 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-55- 4.57% |
$13.3K - $15.3K
|
1.15K
$393K
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-56- 2.75% |
$13.6K - $15.6K
|
1.98K
$678K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-59- 1.11% |
$14.3K - $16.5K
|
5.26K
$1.8M
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-60- 1.19% |
$14.5K - $16.7K
|
5K
$1.71M
|
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-64- 0.04% |
$15.5K - $17.9K
|
178K
$60.9M
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-65- 5.32% |
$15.7K - $18.1K
|
1.16K
$396K
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-67- 3.65% |
$16.2K - $18.7K
|
1.77K
$605K
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-75- 0.68% |
$18.2K - $20.9K
|
11K
$3.77M
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-76Closed |
$18.4K - $21.2K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Campion Asset Management
|
SELL
|
- |
-77- 6.7% |
$18.6K - $21.5K
|
1.07K
$367K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-77- 1.31% |
$18.6K - $21.5K
|
5.78K
$1.98M
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-80- 2.69% |
$19.4K - $22.3K
|
2.89K
$989K
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-80- 1.29% |
$19.4K - $22.3K
|
6.11K
$2.09M
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-84- 0.34% |
$20.3K - $23.4K
|
24.5K
$8.37M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-88- 2.09% |
$21.3K - $24.6K
|
4.12K
$1.41M
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-90- 0.1% |
$21.8K - $25.1K
|
94.6K
$32.4M
|