Purchases and Sales Made in Q3 2022 in Ishares Russell 3000 ETF (IWV)

IWV Quotes by TradingView

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
Oct 17, 2022 Q3 2022
Hexagon Capital Partners LLC

BUY
 -
214
New
$44.3K - $53.4K
214 $73.2K
Nov 09, 2022 Q3 2022
Badgley Phelps Wealth Managers, LLC

BUY
 -
214
+ 6.96%
$44.3K - $53.4K
3.29K $1.12M
Nov 07, 2022 Q3 2022
Evoke Wealth, LLC

BUY
 -
185
+ 1.79%
$38.3K - $46.1K
10.5K $3.59M
Nov 14, 2022 Q3 2022
Stapp Wealth Management, Pllc

Olympia, WA
BUY
 -
184
New
$38.1K - $45.9K
184 $62.9K
Oct 24, 2022 Q3 2022
Stratos Wealth Advisors, LLC

BUY
 -
183
+ 7.2%
$37.9K - $45.6K
2.73K $932K
Oct 21, 2022 Q3 2022
Jfs Wealth Advisors, LLC

BUY
 -
182
+ 0.44%
$37.7K - $45.4K
41.2K $14.1M
Nov 14, 2022 Q3 2022
Advisory Services Network, LLC

BUY
 -
175
+ 3.1%
$36.2K - $43.6K
5.83K $1.99M
Oct 23, 2023 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
168
New
$34.8K - $41.9K
168 $57.4K
Oct 28, 2022 Q3 2022
Wealthstream Advisors, Inc.

BUY
 -
161
+ 0.3%
$33.3K - $40.2K
54.6K $18.7M
Oct 11, 2022 Q3 2022
Ipswich Investment Management Co., Inc.

BUY
 -
160
+ 0.41%
$33.1K - $39.9K
39.1K $13.4M
Oct 17, 2022 Q3 2022
Bartlett & Co. LLC

BUY
 -
150
+ 11.32%
$31.1K - $37.4K
1.48K $504K
Feb 14, 2024 Q3 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
150
+ 11.32%
$31.1K - $37.4K
1.48K $504K
Nov 07, 2022 Q3 2022
Ever Source Wealth Advisors, LLC

BUY
 -
148
New
$30.6K - $36.9K
148 $50.6K
Nov 01, 2022 Q3 2022
Smith, Salley & Associates

BUY
 -
144
+ 3.52%
$29.8K - $35.9K
4.23K $1.45M
Oct 06, 2022 Q3 2022
ETF Portfolio Partners, Inc.

BUY
 -
133
+ 2.5%
$27.5K - $33.2K
5.45K $1.86M
Nov 09, 2022 Q3 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
129
+ 0.98%
$26.7K - $32.2K
13.3K $4.53M
Nov 10, 2022 Q3 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
119
+ 1.24%
$24.6K - $29.7K
9.73K $3.33M
Nov 15, 2022 Q3 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
115
New
$23.8K - $28.7K
115 $39.3K
Nov 09, 2022 Q3 2022
Syverson Strege & CO

West Des Moines, IA
BUY
 -
106
+ 7.52%
$21.9K - $26.4K
1.52K $518K
Nov 14, 2022 Q3 2022
Chilton Capital Management LLC

Houston, TX
BUY
 -
102
+ 3.06%
$21.1K - $25.4K
3.44K $1.17M
Nov 15, 2022 Q3 2022
Signature Securities Group Corporation

BUY
 -
83
New
$17.2K - $20.7K
83 $28.4K
Nov 15, 2022 Q3 2022
Mai Capital Management

BUY
 -
81
+ 2.16%
$16.8K - $20.2K
3.84K $1.31M
Nov 14, 2022 Q3 2022
Fwl Investment Management, LLC

BUY
 -
80
New
$16.6K - $20K
80 $27.4K
Oct 24, 2022 Q3 2022
Calamos Wealth Management LLC

BUY
 -
72
+ 0.05%
$14.9K - $18K
138K $47.3M
Oct 03, 2022 Q3 2022
Red Spruce Capital, LLC

BUY
 -
62
+ 0.95%
$12.8K - $15.5K
6.59K $2.25M
Nov 09, 2022 Q3 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
62
+ 0.44%
$12.8K - $15.5K
14.3K $4.89M
Nov 08, 2022 Q3 2022
Congress Asset Management CO

BUY
 -
60
+ 6.38%
$12.4K - $15K
1K $342K
Nov 08, 2022 Q3 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
60
+ 3.07%
$12.4K - $15K
2.02K $689K
Oct 11, 2022 Q3 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
53
New
$11K - $13.2K
53 $18.1K
Oct 27, 2022 Q3 2022
Cornerstone Capital, Inc.

Palo Alto, CA
BUY
 -
52
+ 1.33%
$10.8K - $13K
3.95K $1.35M
Nov 09, 2022 Q3 2022
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
49
New
$10.1K - $12.2K
49 $16.8K
Oct 26, 2022 Q3 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
45
+ 900.0%
$9.32K - $11.2K
50 $17.1K
Nov 01, 2022 Q3 2022
Harbor Investment Advisory, LLC

BUY
 -
45
+ 2.29%
$9.32K - $11.2K
2.01K $686K
Nov 08, 2022 Q3 2022
Camden Capital, LLC

BUY
 -
44
+ 0.31%
$9.11K - $11K
14.1K $4.81M
Nov 10, 2022 Q3 2022
Bbr Partners, LLC

New York, NY
BUY
 -
41
+ 0.08%
$8.49K - $10.2K
50.9K $17.4M
Aug 07, 2024 Q3 2022
Abound Wealth Management

Franklin, TN
BUY
 -
40
+ 9.62%
$8.28K - $9.98K
456 $156K
Nov 07, 2022 Q3 2022
Simon Quick Advisors, LLC

BUY
 -
39
+ 0.33%
$8.07K - $9.73K
11.8K $4.04M
Oct 28, 2022 Q3 2022
Levy Wealth Management Group, LLC

BUY
 -
39
+ 0.23%
$8.07K - $9.73K
16.9K $5.77M
Nov 14, 2022 Q3 2022
Lokken Investment Group LLC

BUY
 -
34
+ 0.59%
$7.04K - $8.48K
5.8K $1.98M
Oct 26, 2022 Q3 2022
Wade Financial Advisory, Inc

BUY
 -
33
+ 1.42%
$6.83K - $8.23K
2.36K $808K
Nov 10, 2022 Q3 2022
Parallel Advisors, LLC

BUY
 -
30
+ 19.23%
$6.21K - $7.48K
186 $63.6K
Nov 10, 2022 Q3 2022
Steward Partners Investment Advisory, LLC

BUY
 -
30
+ 2.3%
$6.21K - $7.48K
1.33K $456K
Nov 14, 2022 Q3 2022
Ironwood Investment Management LLC

Boston, MA
BUY
 -
28
+ 0.37%
$5.8K - $6.98K
7.67K $2.62M
Oct 13, 2022 Q3 2022
Nvest Financial, LLC

BUY
 -
25
+ 0.46%
$5.18K - $6.24K
5.48K $1.87M
Nov 08, 2022 Q3 2022
Rgt Wealth Advisors, LLC

BUY
 -
23
New
$4.76K - $5.74K
23 $7.86K
Oct 12, 2022 Q3 2022
City Holding CO

BUY
 -
23
+ 0.21%
$4.76K - $5.74K
10.8K $3.71M
Oct 05, 2022 Q3 2022
Beacon Capital Management, LLC

BUY
 -
23
+ 26.14%
$4.76K - $5.74K
111 $38K
Nov 14, 2022 Q3 2022
Nwk Group, Inc.

San Francisco, CA
BUY
 -
21
+ 5.63%
$4.35K - $5.24K
394 $135K
Nov 16, 2022 Q3 2022
Lwm Advisory Services, LLC

Plantation, FL
BUY
 -
19
+ 0.62%
$3.93K - $4.74K
3.09K $1.05M

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