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 |
---|---|---|---|---|---|---|---|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.26K- 6.78% |
$575K - $630K
|
31K
$10.6M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.31K- 17.22% |
$588K - $644K
|
11.1K
$3.79M
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.41K- 20.46% |
$613K - $672K
|
9.35K
$3.2M
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.5K- 2.89% |
$637K - $698K
|
83.9K
$28.7M
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.59KClosed |
$660K - $723K
|
0
$0
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-2.61K- 97.17% |
$664K - $728K
|
76
$26K
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.67K- 28.63% |
$679K - $744K
|
6.65K
$2.27M
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.68K- 7.29% |
$681K - $747K
|
34K
$11.6M
|
|
Feb 14, 2022
Q4 2021
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.92K- 3.24% |
$743K - $815K
|
87K
$29.8M
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-3.12KClosed |
$795K - $871K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.29K- 5.35% |
$838K - $919K
|
58.2K
$19.9M
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.51K- 14.66% |
$893K - $979K
|
20.4K
$6.98M
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
SELL
|
- |
-3.62K- 1.58% |
$923K - $1.01M
|
226K
$77.2M
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-3.65K- 2.06% |
$930K - $1.02M
|
174K
$59.5M
|
|
Feb 08, 2022
Q4 2021
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-4.11K- 7.04% |
$1.05M - $1.15M
|
54.2K
$18.5M
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.46KClosed |
$1.14M - $1.25M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.97K- 60.09% |
$1.27M - $1.39M
|
3.3K
$1.13M
|
|
Jan 25, 2022
Q4 2021
|
Planning Alternatives LTD
|
SELL
|
- |
-4.99K- 39.7% |
$1.27M - $1.39M
|
7.57K
$2.59M
|
|
Feb 02, 2022
Q4 2021
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-5.45K- 4.55% |
$1.39M - $1.52M
|
114K
$39.1M
|
|
Feb 08, 2022
Q4 2021
|
Financial Services Advisory Inc
|
SELL
|
- |
-5.63K- 4.51% |
$1.43M - $1.57M
|
119K
$40.7M
|
|
Feb 15, 2022
Q4 2021
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-5.78K- 9.52% |
$1.47M - $1.61M
|
55K
$18.8M
|
|
Jan 20, 2022
Q4 2021
|
Ashford Advisors, LLC
|
SELL
|
- |
-5.96K- 71.19% |
$1.52M - $1.66M
|
2.41K
$825K
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-6.09K- 3.68% |
$1.55M - $1.7M
|
160K
$54.5M
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-6.89K- 10.64% |
$1.76M - $1.92M
|
57.9K
$19.8M
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.96K- 37.75% |
$1.77M - $1.94M
|
11.5K
$3.92M
|
|
Feb 14, 2022
Q4 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-7.05KClosed |
$1.8M - $1.97M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-7.1K- 3.68% |
$1.81M - $1.98M
|
186K
$63.6M
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-7.11K- 8.8% |
$1.81M - $1.98M
|
73.7K
$25.2M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-7.21K- 1.28% |
$1.84M - $2.01M
|
554K
$189M
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.97KClosed |
$2.03M - $2.22M
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Mc Cutchen Group LLC
|
SELL
|
- |
-8K- 5.05% |
$2.04M - $2.23M
|
150K
$51.4M
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-8.09K- 1.77% |
$2.06M - $2.26M
|
450K
$154M
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.14K- 4.58% |
$2.33M - $2.55M
|
191K
$65.2M
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
SELL
|
- |
-9.56K- 2.41% |
$2.43M - $2.67M
|
388K
$133M
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11K- 1.71% |
$2.8M - $3.07M
|
632K
$216M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.7K- 89.59% |
$2.97M - $3.26M
|
1.36K
$464K
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-12.4K- 9.87% |
$3.17M - $3.47M
|
114K
$38.9M
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-13.1KClosed |
$3.34M - $3.66M
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-15.2K- 10.96% |
$3.88M - $4.25M
|
124K
$42.3M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.5K- 33.66% |
$4.21M - $4.62M
|
32.6K
$11.1M
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-18K- 2.6% |
$4.59M - $5.03M
|
675K
$231M
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.1K- 2.3% |
$4.61M - $5.06M
|
770K
$263M
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-32.3K- 68.04% |
$8.24M - $9.03M
|
15.2K
$5.2M
|
|
Feb 07, 2022
Q4 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-39K- 73.06% |
$9.93M - $10.9M
|
14.4K
$4.92M
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-39K- 12.2% |
$9.94M - $10.9M
|
281K
$96.1M
|
|
Jan 28, 2022
Q4 2021
|
Wbi Investments, Inc.
|
SELL
|
- |
-56.9KClosed |
$14.5M - $15.9M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-58.8K- 19.5% |
$15M - $16.4M
|
243K
$83M
|
|
Jun 06, 2022
Q4 2021
|
Aries Wealth Management
|
SELL
|
- |
-65K- 85.71% |
$16.6M - $18.1M
|
10.8K
$3.7M
|
|
Feb 02, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-80.9K- 73.04% |
$20.6M - $22.6M
|
29.9K
$10.2M
|
|
Feb 14, 2022
Q4 2021
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-94.2K- 3.8% |
$24M - $26.3M
|
2.38M
$815M
|