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 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-957- 73.73% |
$232K - $267K
|
341
$117K
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-961Closed |
$233K - $268K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-988- 47.07% |
$239K - $276K
|
1.11K
$380K
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-989Closed |
$239K - $276K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-997Closed |
$241K - $278K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.05KClosed |
$254K - $293K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-1.06KClosed |
$256K - $295K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.06K- 25.88% |
$258K - $297K
|
3.05K
$1.04M
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.08K- 8.57% |
$261K - $301K
|
11.5K
$3.94M
|
|
May 13, 2022
Q1 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.1K- 27.74% |
$265K - $306K
|
2.85K
$976K
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.18K- 3.46% |
$285K - $328K
|
32.9K
$11.2M
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.26KClosed |
$304K - $351K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.32K- 6.16% |
$319K - $368K
|
20.1K
$6.87M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.47K- 28.93% |
$356K - $411K
|
3.62K
$1.24M
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
SELL
|
- |
-1.56K- 44.01% |
$377K - $435K
|
1.98K
$678K
|
|
May 03, 2022
Q1 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.58KClosed |
$381K - $440K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.65K- 62.67% |
$399K - $460K
|
981
$335K
|
|
May 10, 2022
Q1 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.66K- 2.89% |
$402K - $463K
|
55.7K
$19.1M
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.66K- 16.32% |
$402K - $464K
|
8.53K
$2.92M
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.71KClosed |
$414K - $477K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.71K- 2.19% |
$415K - $478K
|
76.4K
$26.1M
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.73K- 26.91% |
$417K - $481K
|
4.69K
$1.6M
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.73K- 99.43% |
$419K - $483K
|
10
$3.42K
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.75K- 48.17% |
$424K - $488K
|
1.88K
$644K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.81K- 2.82% |
$437K - $504K
|
62.2K
$21.3M
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
SELL
|
- |
-1.85K- 17.18% |
$447K - $515K
|
8.9K
$3.04M
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.92KClosed |
$465K - $536K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.1K- 2.04% |
$508K - $585K
|
101K
$34.4M
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.11K- 1.21% |
$511K - $589K
|
172K
$58.7M
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.16KClosed |
$523K - $603K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.39KClosed |
$578K - $666K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.39K- 2.85% |
$578K - $666K
|
81.5K
$27.9M
|
|
May 10, 2022
Q1 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.41K- 36.21% |
$583K - $672K
|
4.24K
$1.45M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.49K- 7.48% |
$602K - $694K
|
30.8K
$10.5M
|
|
May 03, 2022
Q1 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-2.64K- 35.94% |
$640K - $738K
|
4.71K
$1.61M
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.65K- 6.05% |
$640K - $738K
|
41K
$14M
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-2.77K- 8.41% |
$670K - $773K
|
30.1K
$10.3M
|
|
Apr 20, 2022
Q1 2022
|
Congress Asset Management CO
|
SELL
|
- |
-2.79KClosed |
$675K - $779K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.05K- 13.65% |
$737K - $850K
|
19.3K
$6.58M
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-3.07K- 6.11% |
$743K - $856K
|
47.1K
$16.1M
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.16K- 2.68% |
$764K - $881K
|
115K
$39.2M
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.2K- 8.01% |
$774K - $893K
|
36.7K
$12.6M
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.25K- 1.32% |
$785K - $906K
|
242K
$82.6M
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-3.25K- 3.09% |
$787K - $908K
|
102K
$34.9M
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.3KClosed |
$800K - $922K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-3.43K- 6.31% |
$829K - $956K
|
50.8K
$17.4M
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.44K- 49.5% |
$832K - $959K
|
3.51K
$1.2M
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.51K- 77.54% |
$848K - $978K
|
1.02K
$347K
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-3.6KClosed |
$871K - $1M
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-3.7K- 60.53% |
$895K - $1.03M
|
2.41K
$825K
|