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 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-395- 1.94% |
$95.6K - $110K
|
20K
$6.93M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-398- 33.73% |
$96.3K - $111K
|
782
$271K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-398- 6.11% |
$96.3K - $111K
|
6.11K
$2.12M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-400- 50.0% |
$96.8K - $112K
|
400
$139K
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-400- 3.61% |
$96.8K - $112K
|
10.7K
$3.7M
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-405- 4.36% |
$98K - $113K
|
8.88K
$3.08M
|
|
May 12, 2022
Q1 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-413- 4.95% |
$100K - $115K
|
7.93K
$2.75M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-425- 41.79% |
$103K - $119K
|
592
$205K
|
|
May 16, 2022
Q1 2022
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-426Closed |
$103K - $119K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-434- 4.87% |
$105K - $121K
|
8.47K
$2.94M
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-434Closed |
$105K - $121K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-454- 34.82% |
$110K - $127K
|
850
$295K
|
|
Apr 12, 2022
Q1 2022
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-455- 19.83% |
$110K - $127K
|
1.84K
$638K
|
|
Apr 12, 2022
Q1 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-487- 1.23% |
$118K - $136K
|
39.2K
$13.6M
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-505- 0.69% |
$122K - $141K
|
73.2K
$25.4M
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-535- 21.67% |
$129K - $149K
|
1.93K
$670K
|
|
May 12, 2022
Q1 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-552- 14.23% |
$134K - $154K
|
3.33K
$1.15M
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-568Closed |
$137K - $159K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-579- 3.66% |
$140K - $162K
|
15.3K
$5.29M
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-580- 1.62% |
$140K - $162K
|
35.1K
$12.2M
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-596- 13.15% |
$144K - $166K
|
3.94K
$1.36M
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-606- 5.83% |
$147K - $169K
|
9.79K
$3.39M
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-629- 40.5% |
$152K - $176K
|
924
$320K
|
|
May 09, 2022
Q1 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-640- 17.11% |
$155K - $179K
|
3.1K
$1.07M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-672Closed |
$163K - $188K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-702Closed |
$170K - $196K
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-713- 4.32% |
$173K - $199K
|
15.8K
$5.47M
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
SELL
|
- |
-718- 8.7% |
$174K - $200K
|
7.53K
$2.61M
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-720- 5.61% |
$174K - $201K
|
12.1K
$4.2M
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-721- 0.67% |
$174K - $201K
|
107K
$37.1M
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-724Closed |
$175K - $202K
|
0
$0
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-726Closed |
$176K - $203K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-728Closed |
$176K - $203K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-732Closed |
$177K - $204K
|
0
$0
|
|
May 18, 2022
Q1 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-733Closed |
$177K - $205K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-741Closed |
$179K - $207K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-745Closed |
$180K - $208K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-747Closed |
$181K - $208K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
SELL
|
- |
-751Closed |
$182K - $210K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-757Closed |
$183K - $211K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-767- 37.09% |
$186K - $214K
|
1.3K
$451K
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-772- 0.5% |
$187K - $215K
|
153K
$53M
|
|
May 16, 2022
Q1 2022
|
Hemenway Trust CO LLC
|
SELL
|
- |
-800Closed |
$194K - $223K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-832- 3.24% |
$201K - $232K
|
24.8K
$8.6M
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-850- 3.74% |
$206K - $237K
|
21.9K
$7.58M
|
|
Apr 21, 2022
Q1 2022
|
Stairway Partners, LLC
|
SELL
|
- |
-865- 1.04% |
$209K - $241K
|
82.7K
$28.7M
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
SELL
|
- |
-873- 35.36% |
$211K - $244K
|
1.6K
$553K
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-883- 1.52% |
$214K - $246K
|
57.4K
$19.9M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-934- 4.15% |
$226K - $261K
|
21.6K
$7.48M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-939Closed |
$227K - $262K
|
0
$0
|