Purchases and Sales Made in Q3 2022 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.34K+ 270.76% |
$1.11M - $1.33M
|
7.32K
$2.5M
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.79K+ 6.52% |
$993K - $1.2M
|
78.3K
$26.8M
|
|
Nov 14, 2022
Q3 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
4.62K+ 38.64% |
$957K - $1.15M
|
16.6K
$5.67M
|
|
Nov 14, 2024
Q3 2022
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
4.48K+ 236.98% |
$927K - $1.12M
|
6.37K
$2.18M
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
BUY
|
- |
4.31K+ 273.41% |
$892K - $1.07M
|
5.89K
$2.01M
|
|
Oct 20, 2022
Q3 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
4.22KNew |
$874K - $1.05M
|
4.22K
$1.44M
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
4.2KNew |
$870K - $1.05M
|
4.2K
$1.44M
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
BUY
|
- |
3.78KNew |
$782K - $942K
|
3.78K
$1.29M
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.72KNew |
$770K - $928K
|
3.72K
$1.27M
|
|
Nov 09, 2022
Q3 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
3.45KNew |
$715K - $861K
|
3.45K
$1.18M
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.2K+ 7.27% |
$662K - $798K
|
47.2K
$16.1M
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.16K+ 20.89% |
$653K - $787K
|
18.3K
$6.24M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.08K+ 11.88% |
$637K - $767K
|
29K
$9.9M
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
3.06K+ 1.79% |
$633K - $763K
|
174K
$59.4M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.04K+ 10.07% |
$628K - $757K
|
33.2K
$11.3M
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
2.98K+ 119.39% |
$617K - $743K
|
5.48K
$1.87M
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
BUY
|
- |
2.92K+ 10.47% |
$605K - $728K
|
30.8K
$10.5M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
2.82K+ 8.52% |
$584K - $704K
|
35.9K
$12.3M
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.82K+ 15.71% |
$583K - $702K
|
20.7K
$7.09M
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$580K - $699K
|
2.8K
$958K
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.73KNew |
$565K - $681K
|
2.73K
$933K
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.65KNew |
$549K - $661K
|
2.65K
$906K
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.63K+ 193.31% |
$544K - $656K
|
3.99K
$1.36M
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.53K+ 59.2% |
$523K - $630K
|
6.79K
$2.32M
|
|
Oct 14, 2022
Q3 2022
|
Epiq Partners, LLC
|
BUY
|
- |
2.5K+ 17.18% |
$518K - $624K
|
17.1K
$5.84M
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.38K+ 406.85% |
$492K - $593K
|
2.96K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.33K+ 30.63% |
$482K - $581K
|
9.93K
$3.4M
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.24KNew |
$464K - $559K
|
2.24K
$766K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
2.18KNew |
$452K - $544K
|
2.18K
$746K
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
2.15KNew |
$445K - $536K
|
2.15K
$735K
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.1KNew |
$434K - $523K
|
2.1K
$717K
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.04K+ 2.12% |
$422K - $508K
|
98.1K
$33.5M
|
|
Nov 14, 2022
Q3 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
1.98K+ 3.56% |
$409K - $493K
|
57.5K
$19.7M
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
1.95KNew |
$404K - $487K
|
1.95K
$668K
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.92K+ 2.62% |
$398K - $479K
|
75.2K
$25.7M
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.87KNew |
$387K - $466K
|
1.87K
$639K
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.85KNew |
$384K - $462K
|
1.85K
$634K
|
|
Nov 09, 2022
Q3 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.85K+ 0.46% |
$383K - $462K
|
407K
$139M
|
|
Sep 08, 2023
Q3 2022
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
1.72KNew |
$355K - $428K
|
1.72K
$587K
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.71K+ 18.85% |
$354K - $426K
|
10.8K
$3.68M
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.62K+ 184.26% |
$335K - $403K
|
2.49K
$852K
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.58KNew |
$327K - $394K
|
1.58K
$540K
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.52KNew |
$314K - $379K
|
1.52K
$519K
|
|
Oct 25, 2022
Q3 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.5KNew |
$311K - $374K
|
1.5K
$513K
|
|
Nov 14, 2022
Q3 2022
|
12th Street Asset Management Company, LLC
Nashville, TN |
BUY
|
- |
1.48KNew |
$307K - $370K
|
1.48K
$507K
|
|
Oct 13, 2022
Q3 2022
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.42K+ 12.09% |
$294K - $354K
|
13.2K
$4.5M
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.39K+ 88.05% |
$288K - $347K
|
2.98K
$1.02M
|
|
Nov 09, 2022
Q3 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.37K+ 0.46% |
$283K - $340K
|
299K
$102M
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.33K+ 47.52% |
$276K - $332K
|
4.13K
$1.41M
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.3KNew |
$269K - $324K
|
1.3K
$444K
|