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 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.63KNew |
$669K - $734K
|
2.63K
$899K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
2.6K+ 5.46% |
$662K - $725K
|
50.2K
$17.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
2.47KNew |
$629K - $689K
|
2.47K
$844K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
2.39KNew |
$608K - $666K
|
2.39K
$816K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
2.32KNew |
$591K - $648K
|
2.32K
$794K
|
|
|
Jan 20, 2022
Q4 2021
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
2.3KNew |
$584K - $641K
|
2.3K
$785K
|
|
|
Feb 08, 2022
Q4 2021
|
Dempze Nancy E
|
BUY
|
- |
2.21KNew |
$562K - $615K
|
2.21K
$754K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.16KNew |
$550K - $603K
|
2.16K
$739K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.05K+ 43.76% |
$522K - $572K
|
6.74K
$2.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.02KNew |
$515K - $564K
|
2.02K
$691K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.98K+ 1.6% |
$505K - $553K
|
126K
$43M
|
|
|
Aug 24, 2022
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.98K+ 1.6% |
$505K - $553K
|
126K
$43M
|
|
|
Jan 31, 2022
Q4 2021
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.92KNew |
$489K - $536K
|
1.92K
$657K
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.89K+ 71.76% |
$482K - $528K
|
4.53K
$1.55M
|
|
|
Feb 04, 2022
Q4 2021
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.86K+ 0.91% |
$473K - $519K
|
206K
$70.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.78KNew |
$454K - $497K
|
1.78K
$609K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.76K+ 4.62% |
$448K - $492K
|
39.9K
$13.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.73KNew |
$441K - $483K
|
1.73K
$592K
|
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.66K+ 48.1% |
$423K - $464K
|
5.11K
$1.75M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
1.6K+ 82.29% |
$407K - $446K
|
3.54K
$1.21M
|
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.58KNew |
$401K - $440K
|
1.58K
$539K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.55KNew |
$395K - $433K
|
1.55K
$531K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.47K+ 40.71% |
$375K - $411K
|
5.09K
$1.74M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.43KNew |
$363K - $398K
|
1.43K
$488K
|
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.42KNew |
$362K - $396K
|
1.42K
$486K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.35K+ 6.36% |
$343K - $376K
|
22.5K
$7.7M
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.3KNew |
$331K - $362K
|
1.3K
$444K
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.28KNew |
$327K - $358K
|
1.28K
$439K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.28KNew |
$326K - $358K
|
1.28K
$438K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.26KNew |
$320K - $351K
|
1.26K
$430K
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.22K+ 26.32% |
$311K - $341K
|
5.86K
$2M
|
|
|
Apr 29, 2022
Q4 2021
|
My Personal Cfo, LLC
|
BUY
|
- |
1.2KNew |
$307K - $336K
|
1.2K
$412K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.2K+ 68.0% |
$306K - $336K
|
2.97K
$1.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
1.14K+ 20.84% |
$289K - $317K
|
6.58K
$2.25M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.12KNew |
$286K - $313K
|
1.12K
$384K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
1.1KNew |
$281K - $308K
|
1.1K
$377K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.04KNew |
$264K - $289K
|
1.04K
$355K
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
1.03KNew |
$261K - $286K
|
1.03K
$350K
|
|
|
Jan 27, 2022
Q4 2021
|
Morgan Jess S & CO Inc
|
BUY
|
- |
1.02K+ 5.06% |
$259K - $284K
|
21.1K
$7.22M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1KNew |
$255K - $279K
|
1K
$342K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
996New |
$254K - $278K
|
996
$341K
|
|
|
Feb 02, 2022
Q4 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
979+ 96.45% |
$249K - $273K
|
1.99K
$682K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
939New |
$239K - $262K
|
939
$321K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
917+ 1.77% |
$234K - $256K
|
52.8K
$18M
|
|
|
Feb 15, 2022
Q4 2021
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
910+ 5.18% |
$232K - $254K
|
18.5K
$6.32M
|
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
904New |
$230K - $252K
|
904
$309K
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
899New |
$229K - $251K
|
899
$307K
|
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
886New |
$226K - $247K
|
886
$303K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
879+ 40.28% |
$224K - $245K
|
3.06K
$1.05M
|
|
|
Jan 25, 2022
Q4 2021
|
Epiq Partners, LLC
|
BUY
|
- |
850+ 9.14% |
$216K - $237K
|
10.2K
$3.47M
|