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
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.33K- 2.16% |
$276K - $333K
|
60.4K
$20.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-1.41K- 22.76% |
$291K - $350K
|
4.77K
$1.63M
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.44K- 16.36% |
$298K - $359K
|
7.35K
$2.51M
|
|
|
Oct 04, 2022
Q3 2022
|
Stairway Partners, LLC
|
SELL
|
- |
-1.5K- 1.78% |
$311K - $374K
|
82.6K
$28.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.59K- 1.32% |
$329K - $397K
|
119K
$40.6M
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.59K- 1.32% |
$329K - $397K
|
119K
$40.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.72K- 28.02% |
$356K - $429K
|
4.42K
$1.51M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.72K- 1.13% |
$356K - $429K
|
151K
$51.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.78K- 49.06% |
$369K - $445K
|
1.85K
$633K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.79K- 1.66% |
$371K - $447K
|
106K
$36.3M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.88K- 2.43% |
$388K - $468K
|
75.1K
$25.7M
|
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-1.94K- 34.75% |
$401K - $483K
|
3.63K
$1.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.96K- 1.11% |
$405K - $488K
|
174K
$59.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.07K- 60.98% |
$429K - $517K
|
1.33K
$454K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.1K- 6.14% |
$434K - $523K
|
32.1K
$11M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.16K- 2.29% |
$448K - $539K
|
92.2K
$31.5M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.28K- 1.09% |
$472K - $569K
|
207K
$70.7M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.3K- 21.13% |
$475K - $572K
|
8.56K
$2.93M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-2.32KClosed |
$481K - $580K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-2.4K- 2.32% |
$496K - $598K
|
101K
$34.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.43K- 1.72% |
$503K - $606K
|
139K
$47.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.53K- 2.18% |
$523K - $630K
|
113K
$38.8M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.71K- 2.91% |
$561K - $675K
|
90.2K
$30.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-2.8K- 41.95% |
$580K - $698K
|
3.88K
$1.33M
|
|
|
Oct 26, 2022
Q3 2022
|
Tanager Wealth Management LLP
|
SELL
|
- |
-2.8K- 9.12% |
$580K - $698K
|
27.9K
$9.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-2.85K- 2.92% |
$590K - $711K
|
94.9K
$32.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-3K- 87.82% |
$621K - $748K
|
416
$142K
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-3.07K- 34.01% |
$635K - $765K
|
5.95K
$2.04M
|
|
|
Dec 06, 2024
Q3 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-3.32K- 15.25% |
$688K - $829K
|
18.5K
$6.31M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-3.56K- 3.54% |
$737K - $888K
|
97K
$33.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-3.97K- 24.23% |
$822K - $990K
|
12.4K
$4.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4.68K- 3.75% |
$969K - $1.17M
|
120K
$41M
|
|
|
Oct 02, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-5.01KClosed |
$1.04M - $1.25M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.02K- 2.4% |
$1.04M - $1.25M
|
204K
$69.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-5.25K- 45.39% |
$1.09M - $1.31M
|
6.31K
$2.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5.52KClosed |
$1.14M - $1.38M
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5.54K- 5.09% |
$1.15M - $1.38M
|
103K
$35.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-6.25K- 48.47% |
$1.29M - $1.56M
|
6.65K
$2.27M
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
SELL
|
- |
-6.43K- 2.85% |
$1.33M - $1.6M
|
219K
$75M
|
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-6.76K- 1.07% |
$1.4M - $1.69M
|
622K
$213M
|
|
|
Nov 08, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-6.94KClosed |
$1.44M - $1.73M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.36K- 2.81% |
$1.52M - $1.83M
|
255K
$87.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.9K- 15.86% |
$1.64M - $1.97M
|
41.9K
$14.3M
|
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-8.56K- 4.89% |
$1.77M - $2.14M
|
166K
$56.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
SELL
|
- |
-8.74K- 57.77% |
$1.81M - $2.18M
|
6.39K
$2.18M
|
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-8.82K- 65.4% |
$1.83M - $2.2M
|
4.67K
$1.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-9.56K- 27.5% |
$1.98M - $2.38M
|
25.2K
$8.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-9.71K- 1.4% |
$2.01M - $2.42M
|
684K
$234M
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-9.76K- 5.28% |
$2.02M - $2.43M
|
175K
$59.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.1K- 98.76% |
$2.1M - $2.53M
|
127
$43.4K
|