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 02, 2022
Q3 2022
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-10.2K- 10.96% |
$2.11M - $2.54M
|
82.9K
$28.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-11.1K- 14.93% |
$2.29M - $2.76M
|
63.1K
$21.6M
|
|
|
Nov 01, 2022
Q3 2022
|
St. Louis Trust CO
|
SELL
|
- |
-11.6K- 49.18% |
$2.4M - $2.89M
|
12K
$4.09M
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-11.9K- 17.13% |
$2.47M - $2.98M
|
57.8K
$19.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-15.1K- 27.65% |
$3.12M - $3.76M
|
39.5K
$13.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-15.5K- 94.57% |
$3.2M - $3.86M
|
888
$304K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-17.3K- 35.79% |
$3.58M - $4.32M
|
31.1K
$10.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-17.7K- 17.95% |
$3.67M - $4.43M
|
81.1K
$27.7M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-18K- 62.55% |
$3.73M - $4.49M
|
10.8K
$3.69M
|
|
|
Oct 06, 2022
Q3 2022
|
Strategic Investment Management, LLC
|
SELL
|
- |
-18.1K- 63.92% |
$3.74M - $4.5M
|
10.2K
$3.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-20K- 0.88% |
$4.15M - $4.99M
|
2.26M
$774M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.3K- 93.31% |
$4.4M - $5.3M
|
1.53K
$521K
|
|
|
Nov 14, 2022
Q3 2022
|
Tlwm
San Antonio, TX |
SELL
|
- |
-21.7K- 14.89% |
$4.5M - $5.42M
|
124K
$42.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-22.2K- 10.34% |
$4.59M - $5.53M
|
192K
$65.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27.4K- 29.22% |
$5.67M - $6.83M
|
66.4K
$22.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-29K- 9.65% |
$6M - $7.22M
|
271K
$92.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-30.3K- 29.85% |
$6.26M - $7.55M
|
71.1K
$24.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-40.6K- 3.54% |
$8.41M - $10.1M
|
1.11M
$378M
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-43.9K- 97.63% |
$9.09M - $11M
|
1.07K
$364K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-64.6KClosed |
$13.4M - $16.1M
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-71.5K- 6.08% |
$14.8M - $17.8M
|
1.11M
$378M
|
|
|
Nov 04, 2022
Q3 2022
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-121K- 99.67% |
$25M - $30.1M
|
405
$138K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-135KClosed |
$27.9M - $33.6M
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-187K- 81.25% |
$38.7M - $46.6M
|
43.2K
$14.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-349K- 33.26% |
$72.3M - $87.1M
|
701K
$240M
|