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 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-237- 10.74% |
$49.1K - $59.1K
|
1.97K
$674K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-250- 19.2% |
$51.8K - $62.4K
|
1.05K
$360K
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-274- 1.91% |
$56.7K - $68.3K
|
14.1K
$4.82M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-278- 0.34% |
$57.6K - $69.3K
|
82.5K
$28.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-279- 8.95% |
$57.8K - $69.6K
|
2.84K
$971K
|
|
|
Nov 07, 2022
Q3 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-282- 2.48% |
$58.4K - $70.3K
|
11.1K
$3.79M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-284- 14.68% |
$58.8K - $70.8K
|
1.65K
$564K
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-308- 8.71% |
$63.8K - $76.8K
|
3.23K
$1.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-323- 1.5% |
$66.9K - $80.6K
|
21.2K
$7.25M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-335- 32.88% |
$69.4K - $83.5K
|
684
$234K
|
|
|
Nov 15, 2022
Q3 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-340- 1.7% |
$70.4K - $84.8K
|
19.7K
$6.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-345- 3.32% |
$71.4K - $86K
|
10.1K
$3.44M
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-387- 94.85% |
$80.1K - $96.5K
|
21
$7.18K
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-397- 16.77% |
$82.2K - $99K
|
1.97K
$674K
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-397- 1.7% |
$82.2K - $99K
|
22.9K
$7.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-397- 0.26% |
$82.2K - $99K
|
150K
$51.4M
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
SELL
|
- |
-406- 27.87% |
$84.1K - $101K
|
1.05K
$359K
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-419- 13.43% |
$86.7K - $104K
|
2.7K
$924K
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-436- 0.42% |
$90.3K - $109K
|
104K
$35.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-518- 2.15% |
$107K - $129K
|
23.5K
$8.05M
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-526- 4.89% |
$109K - $131K
|
10.2K
$3.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-556- 78.75% |
$115K - $139K
|
150
$51.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-581- 7.0% |
$120K - $145K
|
7.72K
$2.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-581- 34.77% |
$120K - $145K
|
1.09K
$373K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-582- 7.56% |
$120K - $145K
|
7.12K
$2.43M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-610- 22.92% |
$126K - $152K
|
2.05K
$701K
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-622- 1.09% |
$129K - $155K
|
56.2K
$19.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-673- 11.61% |
$139K - $168K
|
5.13K
$1.75M
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-695- 0.16% |
$144K - $173K
|
437K
$149M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-708- 93.77% |
$147K - $177K
|
47
$16.1K
|
|
|
Oct 19, 2022
Q3 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-714- 10.22% |
$148K - $178K
|
6.27K
$2.14M
|
|
|
Oct 18, 2022
Q3 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-734- 3.49% |
$152K - $183K
|
20.3K
$6.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-749- 1.94% |
$155K - $187K
|
37.9K
$13M
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-750- 57.56% |
$155K - $187K
|
553
$189K
|
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-794- 0.79% |
$164K - $198K
|
99.5K
$34M
|
|
|
Nov 03, 2022
Q3 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-805- 39.42% |
$167K - $201K
|
1.24K
$423K
|
|
|
Nov 08, 2022
Q3 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-850- 24.63% |
$176K - $212K
|
2.6K
$889K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-865- 16.44% |
$179K - $216K
|
4.4K
$1.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-898- 29.97% |
$186K - $224K
|
2.1K
$717K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-921- 4.35% |
$191K - $230K
|
20.2K
$6.92M
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-939- 3.14% |
$194K - $234K
|
28.9K
$9.9M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-953- 2.83% |
$197K - $238K
|
32.7K
$11.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-966- 8.89% |
$200K - $241K
|
9.9K
$3.38M
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.01K- 6.39% |
$210K - $253K
|
14.8K
$5.07M
|
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
SELL
|
- |
-1.02K- 2.97% |
$210K - $253K
|
33.2K
$11.4M
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.12K- 17.62% |
$231K - $278K
|
5.22K
$1.78M
|
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.21K- 1.35% |
$250K - $301K
|
88.4K
$30.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.22K- 4.19% |
$252K - $303K
|
27.8K
$9.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Campbell Wealth Management
|
SELL
|
- |
-1.3K- 1.71% |
$269K - $324K
|
74.9K
$25.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.32K- 2.04% |
$273K - $329K
|
63.3K
$21.7M
|