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 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.29K+ 81.11% |
$267K - $321K
|
2.88K
$983K
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.25KNew |
$258K - $311K
|
1.25K
$426K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.25KNew |
$258K - $311K
|
1.25K
$426K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.24K+ 8.62% |
$256K - $309K
|
15.6K
$5.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.24K+ 3.28% |
$256K - $308K
|
38.9K
$13.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
1.18KNew |
$245K - $295K
|
1.18K
$405K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.17K+ 83.26% |
$243K - $293K
|
2.58K
$884K
|
|
|
Oct 27, 2022
Q3 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
1.15K+ 56.73% |
$237K - $286K
|
3.17K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Georgetown University
Washington, DC |
BUY
|
- |
1.11K+ 0.47% |
$229K - $276K
|
239K
$81.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.1K+ 30.46% |
$229K - $275K
|
4.73K
$1.62M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.1K+ 4.68% |
$227K - $274K
|
24.6K
$8.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.09K+ 52.98% |
$225K - $271K
|
3.13K
$1.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.08K+ 98.99% |
$223K - $268K
|
2.16K
$739K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.03K+ 8.5% |
$213K - $256K
|
13.1K
$4.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.01K+ 11.41% |
$208K - $251K
|
9.83K
$3.36M
|
|
|
Oct 24, 2022
Q3 2022
|
Amarillo National Bank
|
BUY
|
- |
1KNew |
$207K - $249K
|
1K
$342K
|
|
|
Oct 11, 2022
Q3 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
1KNew |
$207K - $249K
|
1K
$342K
|
|
|
Oct 31, 2022
Q3 2022
|
Fluent Financial, LLC
|
BUY
|
- |
994New |
$206K - $248K
|
994
$340K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
973+ 11.07% |
$201K - $243K
|
9.77K
$3.34M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
896+ 1.94% |
$186K - $223K
|
47.1K
$16.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
871+ 1.48% |
$180K - $217K
|
59.7K
$20.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
786+ 5.48% |
$163K - $196K
|
15.1K
$5.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Peoples Bank
|
BUY
|
- |
769+ 40.43% |
$159K - $192K
|
2.67K
$913K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
767+ 0.18% |
$159K - $191K
|
434K
$148M
|
|
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
765+ 9.27% |
$158K - $191K
|
9.01K
$3.08M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
701+ 0.48% |
$145K - $175K
|
146K
$49.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
655+ 963.24% |
$136K - $163K
|
723
$247K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
627+ 1.1% |
$130K - $156K
|
57.6K
$19.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
612+ 1.35% |
$127K - $153K
|
46K
$15.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
590+ 19.4% |
$122K - $147K
|
3.63K
$1.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
550New |
$114K - $137K
|
550
$188K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
546New |
$113K - $136K
|
546
$187K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
500New |
$104K - $125K
|
500
$171K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
498+ 0.7% |
$103K - $124K
|
71.3K
$24.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
480+ 165.52% |
$99.4K - $120K
|
770
$263K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
457+ 9.51% |
$94.6K - $114K
|
5.26K
$1.8M
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
441+ 4.36% |
$91.3K - $110K
|
10.6K
$3.61M
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
428+ 14.82% |
$88.6K - $107K
|
3.32K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
366+ 16.52% |
$75.8K - $91.3K
|
2.58K
$883K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
352+ 8.99% |
$72.9K - $87.8K
|
4.27K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
338+ 34.6% |
$70K - $84.3K
|
1.32K
$450K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
324+ 21.43% |
$67.1K - $80.8K
|
1.84K
$628K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
300+ 1.56% |
$62.1K - $74.8K
|
19.5K
$6.66M
|
|
|
Nov 07, 2022
Q3 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
293+ 1.21% |
$60.7K - $73.1K
|
24.5K
$8.36M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
290+ 9.28% |
$60K - $72.3K
|
3.41K
$1.17M
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
265+ 2.69% |
$54.9K - $66.1K
|
10.1K
$3.46M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
247+ 1.35% |
$51.1K - $61.6K
|
18.6K
$6.36M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
246+ 9.46% |
$50.9K - $61.4K
|
2.85K
$973K
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
238+ 2.99% |
$49.3K - $59.4K
|
8.2K
$2.8M
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
220+ 4.53% |
$45.5K - $54.9K
|
5.07K
$1.73M
|