Purchases and Sales Made in Q4 2021 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2022
Q4 2021
|
American Family Insurance Mutual Holding CO
|
BUY
|
- |
314KNew |
$79.9M - $87.6M
|
314K
$107M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
310K+ 28.77% |
$78.8M - $86.4M
|
1.39M
$474M
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
296KNew |
$75.3M - $82.5M
|
296K
$101M
|
|
|
May 16, 2022
Q4 2021
|
Georgetown University
Washington, DC |
BUY
|
- |
197KNew |
$50.2M - $55M
|
197K
$67.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
197K+ 23.36% |
$50.1M - $54.9M
|
1.04M
$355M
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
194KNew |
$49.3M - $54.1M
|
194K
$66.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
147K+ 20.05% |
$37.5M - $41.1M
|
882K
$302M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
129K+ 12.24% |
$32.8M - $35.9M
|
1.18M
$403M
|
|
|
Feb 11, 2022
Q4 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
120KNew |
$30.5M - $33.4M
|
120K
$40.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
113KNew |
$28.8M - $31.6M
|
113K
$38.7M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
85KNew |
$21.6M - $23.7M
|
85K
$29M
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
80.4K+ 264.86% |
$20.5M - $22.4M
|
111K
$37.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Wealth Cmt
|
BUY
|
- |
74.9KNew |
$19.1M - $20.9M
|
74.9K
$25.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Campbell Wealth Management
|
BUY
|
- |
74.7KNew |
$19M - $20.9M
|
74.7K
$25.6M
|
|
|
Feb 02, 2022
Q4 2021
|
New York State Common Retirement Fund
|
BUY
|
- |
72.2K+ 75.46% |
$18.4M - $20.2M
|
168K
$57.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
65K+ 600.0% |
$16.6M - $18.1M
|
75.8K
$25.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
57.7KNew |
$14.7M - $16.1M
|
57.7K
$19.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
54K+ 28.27% |
$13.7M - $15.1M
|
245K
$83.8M
|
|
|
May 06, 2022
Q4 2021
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
42.3KNew |
$10.8M - $11.8M
|
42.3K
$14.5M
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
36.2K+ 74.81% |
$9.21M - $10.1M
|
84.5K
$28.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
33.2K+ 9.05% |
$8.45M - $9.26M
|
400K
$137M
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
32.6K+ 2707.56% |
$8.3M - $9.1M
|
33.8K
$11.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.1K+ 42.85% |
$7.92M - $8.68M
|
104K
$35.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
31K+ 23.61% |
$7.89M - $8.64M
|
162K
$55.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
22.2KNew |
$5.65M - $6.2M
|
22.2K
$7.59M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
21.1KNew |
$5.36M - $5.88M
|
21.1K
$7.2M
|
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
BUY
|
- |
20.2KNew |
$5.13M - $5.62M
|
20.2K
$6.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17.9K+ 100.08% |
$4.55M - $4.99M
|
35.7K
$12.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.5K+ 3.54% |
$4.46M - $4.89M
|
512K
$175M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
17.2K+ 40.26% |
$4.39M - $4.81M
|
60.1K
$20.5M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15.9KNew |
$4.05M - $4.44M
|
15.9K
$5.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.7K+ 31.33% |
$3.99M - $4.37M
|
65.6K
$22.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
15.6K+ 5.22% |
$3.98M - $4.36M
|
315K
$108M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.2K+ 12.63% |
$3.86M - $4.23M
|
135K
$46.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
14K+ 1750.94% |
$3.56M - $3.9M
|
14.8K
$5.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
13.7K+ 38147.22% |
$3.5M - $3.83M
|
13.8K
$4.71M
|
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
13.5K+ 7.51% |
$3.44M - $3.77M
|
194K
$66.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
13.1KNew |
$3.34M - $3.66M
|
13.1K
$4.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
11.9K+ 10.09% |
$3.04M - $3.33M
|
130K
$44.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
11.5KNew |
$2.93M - $3.22M
|
11.5K
$3.94M
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
11.1K+ 900.81% |
$2.84M - $3.11M
|
12.4K
$4.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
10.7K+ 5.92% |
$2.74M - $3M
|
192K
$65.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
10.5K+ 6.85% |
$2.67M - $2.93M
|
164K
$56M
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
8.84K+ 7.44% |
$2.25M - $2.47M
|
128K
$43.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
8.75KNew |
$2.23M - $2.44M
|
8.75K
$2.99M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.38K+ 8.82% |
$2.13M - $2.34M
|
103K
$35.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Schwab Charitable Fund
|
BUY
|
- |
8.37K+ 283.67% |
$2.13M - $2.34M
|
11.3K
$3.87M
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8.3K+ 160.76% |
$2.11M - $2.32M
|
13.5K
$4.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.07K+ 8.05% |
$2.05M - $2.25M
|
108K
$37M
|
|
|
Feb 11, 2022
Q4 2021
|
Fiduciary Management Inc
Milwaukee, WI |
BUY
|
- |
7.9KNew |
$2.01M - $2.2M
|
7.9K
$2.7M
|