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 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-91- 7.04% |
$22K - $25.4K
|
1.2K
$411K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-91- 3.45% |
$22K - $25.4K
|
2.55K
$870K
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-92- 0.7% |
$22.3K - $25.7K
|
13K
$4.46M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-95- 2.21% |
$23K - $26.5K
|
4.21K
$1.44M
|
|
|
May 05, 2022
Q1 2022
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-100- 3.22% |
$24.2K - $27.9K
|
3.01K
$1.03M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-120- 1.93% |
$29K - $33.5K
|
6.08K
$2.08M
|
|
|
May 10, 2022
Q1 2022
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-123- 0.6% |
$29.8K - $34.3K
|
20.4K
$6.99M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-123- 0.51% |
$29.8K - $34.3K
|
24.1K
$8.23M
|
|
|
Aug 30, 2022
Q1 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-124- 1.72% |
$30K - $34.6K
|
7.08K
$2.42M
|
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-131Closed |
$31.7K - $36.6K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-133- 7.06% |
$32.2K - $37.1K
|
1.75K
$599K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-150Closed |
$36.3K - $41.9K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-154- 10.79% |
$37.3K - $43K
|
1.27K
$435K
|
|
|
Apr 14, 2022
Q1 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-159- 1.4% |
$38.5K - $44.4K
|
11.2K
$3.82M
|
|
|
May 04, 2022
Q1 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-169- 1.46% |
$40.9K - $47.2K
|
11.4K
$3.89M
|
|
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-185- 5.23% |
$44.8K - $51.6K
|
3.35K
$1.15M
|
|
|
May 09, 2022
Q1 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-190- 0.31% |
$46K - $53K
|
62K
$21.2M
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-200- 1.67% |
$48.4K - $55.8K
|
11.8K
$4.02M
|
|
|
Apr 19, 2022
Q1 2022
|
Mason & Associates Inc
|
SELL
|
- |
-200- 4.64% |
$48.4K - $55.8K
|
4.11K
$1.41M
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-215- 7.0% |
$52K - $60K
|
2.86K
$977K
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-218Closed |
$52.8K - $60.8K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-222- 1.79% |
$53.7K - $62K
|
12.2K
$4.16M
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-225- 52.08% |
$54.5K - $62.8K
|
207
$70.8K
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-234- 2.33% |
$56.6K - $65.3K
|
9.79K
$3.35M
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-236Closed |
$57.1K - $65.9K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-245- 0.63% |
$59.3K - $68.4K
|
38.7K
$13.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-250Closed |
$60.5K - $69.8K
|
0
$0
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-254- 24.49% |
$61.5K - $70.9K
|
783
$268K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-261- 6.18% |
$63.2K - $72.8K
|
3.96K
$1.35M
|
|
|
May 02, 2022
Q1 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-261- 1.34% |
$63.2K - $72.8K
|
19.3K
$6.59M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-269- 0.77% |
$65.1K - $75.1K
|
34.6K
$11.8M
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-283- 21.69% |
$68.5K - $79K
|
1.02K
$349K
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-295- 15.72% |
$71.4K - $82.3K
|
1.58K
$541K
|
|
|
Apr 25, 2022
Q1 2022
|
Brickley Wealth Management
|
SELL
|
- |
-297- 21.41% |
$71.9K - $82.9K
|
1.09K
$373K
|
|
|
May 10, 2022
Q1 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-298- 0.52% |
$72.1K - $83.2K
|
57.4K
$19.6M
|
|
|
May 02, 2022
Q1 2022
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-298- 8.79% |
$72.1K - $83.2K
|
3.09K
$1.06M
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
SELL
|
- |
-306- 20.35% |
$74.1K - $85.4K
|
1.2K
$410K
|
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-307- 16.81% |
$74.3K - $85.7K
|
1.52K
$519K
|
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-315- 6.07% |
$76.2K - $87.9K
|
4.88K
$1.67M
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
SELL
|
- |
-318- 6.28% |
$77K - $88.8K
|
4.74K
$1.62M
|
|
|
May 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-321- 5.2% |
$77.7K - $89.6K
|
5.85K
$2M
|
|
|
May 16, 2022
Q1 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-325- 3.97% |
$78.7K - $90.7K
|
7.87K
$2.69M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-330Closed |
$79.9K - $92.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-349- 12.47% |
$84.5K - $97.4K
|
2.45K
$837K
|
|
|
May 11, 2022
Q1 2022
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-355Closed |
$85.9K - $99.1K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
SELL
|
- |
-360- 0.53% |
$87.1K - $100K
|
67.1K
$22.9M
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-380- 28.83% |
$92K - $106K
|
938
$321K
|
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-388- 23.37% |
$93.9K - $108K
|
1.27K
$435K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
SELL
|
- |
-390- 5.81% |
$94.4K - $109K
|
6.32K
$2.16M
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-394- 81.57% |
$95.4K - $110K
|
89
$30.4K
|