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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-14- 1.38% |
$2.9K - $3.49K
|
1K
$342K
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-15- 0.19% |
$3.11K - $3.74K
|
7.81K
$2.67M
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
SELL
|
- |
-15- 1.99% |
$3.11K - $3.74K
|
738
$252K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-15- 0.29% |
$3.11K - $3.74K
|
5.24K
$1.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-23- 0.18% |
$4.76K - $5.74K
|
12.8K
$4.37M
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-24- 2.17% |
$4.97K - $5.99K
|
1.08K
$370K
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-26- 0.36% |
$5.38K - $6.48K
|
7.21K
$2.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-27- 9.82% |
$5.59K - $6.73K
|
248
$84.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-30- 3.01% |
$6.21K - $7.48K
|
966
$330K
|
|
|
Nov 03, 2022
Q3 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-33- 0.47% |
$6.83K - $8.23K
|
7.05K
$2.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-34- 0.15% |
$7.04K - $8.48K
|
22.2K
$7.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-35- 0.06% |
$7.25K - $8.73K
|
61.6K
$21.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-36- 21.95% |
$7.45K - $8.98K
|
128
$43.8K
|
|
|
Aug 23, 2023
Q3 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-45- 1.82% |
$9.32K - $11.2K
|
2.43K
$830K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-45- 0.66% |
$9.32K - $11.2K
|
6.8K
$2.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Manchester Financial Inc
|
SELL
|
- |
-45- 0.85% |
$9.32K - $11.2K
|
5.25K
$1.79M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-51- 4.59% |
$10.6K - $12.7K
|
1.06K
$362K
|
|
|
Oct 13, 2022
Q3 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-61- 0.15% |
$12.6K - $15.2K
|
39.9K
$13.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-73Closed |
$15.1K - $18.2K
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-75- 1.46% |
$15.5K - $18.7K
|
5.05K
$1.73M
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-78- 0.42% |
$16.1K - $19.5K
|
18.5K
$6.32M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-80Closed |
$16.6K - $20K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-85- 3.33% |
$17.6K - $21.2K
|
2.47K
$844K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-91- 4.61% |
$18.8K - $22.7K
|
1.88K
$644K
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-93- 0.14% |
$19.3K - $23.2K
|
66.7K
$22.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-96- 0.87% |
$19.9K - $23.9K
|
10.9K
$3.73M
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-100- 1.65% |
$20.7K - $24.9K
|
5.95K
$2.04M
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-100- 14.99% |
$20.7K - $24.9K
|
567
$194K
|
|
|
Oct 12, 2022
Q3 2022
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-100- 3.33% |
$20.7K - $24.9K
|
2.91K
$993K
|
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
SELL
|
- |
-101- 1.03% |
$20.9K - $25.2K
|
9.68K
$3.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-114- 1.42% |
$23.6K - $28.4K
|
7.9K
$2.7M
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
SELL
|
- |
-121- 3.26% |
$25.1K - $30.2K
|
3.59K
$1.23M
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-122- 0.66% |
$25.3K - $30.4K
|
18.3K
$6.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-124- 4.1% |
$25.7K - $30.9K
|
2.9K
$991K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-128- 3.77% |
$26.5K - $31.9K
|
3.26K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-131- 0.65% |
$27.1K - $32.7K
|
20.1K
$6.88M
|
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-134- 0.96% |
$27.7K - $33.4K
|
13.8K
$4.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-142- 3.94% |
$29.4K - $35.4K
|
3.46K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-143- 40.74% |
$29.6K - $35.7K
|
208
$71.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-145- 1.35% |
$30K - $36.2K
|
10.6K
$3.61M
|
|
|
Nov 15, 2022
Q3 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-152- 6.13% |
$31.5K - $37.9K
|
2.33K
$796K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
SELL
|
- |
-153- 69.23% |
$31.7K - $38.2K
|
68
$23.3K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-158- 3.75% |
$32.7K - $39.4K
|
4.06K
$1.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-169- 1.98% |
$35K - $42.1K
|
8.37K
$2.86M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-188- 1.2% |
$38.9K - $46.9K
|
15.5K
$5.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-191- 6.08% |
$39.5K - $47.6K
|
2.95K
$1.01M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-206- 0.89% |
$42.7K - $51.4K
|
23K
$7.85M
|
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-215- 4.56% |
$44.5K - $53.6K
|
4.5K
$1.54M
|
|
|
Oct 13, 2022
Q3 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-216- 1.13% |
$44.7K - $53.9K
|
19K
$6.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-225- 1.07% |
$46.6K - $56.1K
|
20.8K
$7.1M
|