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
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
278+ 2.87% |
$70.8K - $77.6K
|
9.97K
$3.41M
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
250+ 22.73% |
$63.7K - $69.8K
|
1.35K
$462K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
250New |
$63.7K - $69.8K
|
250
$85.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
241+ 7.74% |
$61.4K - $67.3K
|
3.36K
$1.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
236New |
$60.1K - $65.9K
|
236
$80.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
229+ 2.14% |
$58.3K - $63.9K
|
10.9K
$3.74M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
228+ 0.7% |
$58.1K - $63.6K
|
32.9K
$11.3M
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
184+ 2.82% |
$46.9K - $51.4K
|
6.71K
$2.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
175+ 2.48% |
$44.6K - $48.8K
|
7.22K
$2.47M
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
172+ 8.41% |
$43.8K - $48K
|
2.22K
$758K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
172+ 8.93% |
$43.8K - $48K
|
2.1K
$718K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
171+ 2.7% |
$43.5K - $47.7K
|
6.51K
$2.23M
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
164+ 10.4% |
$41.8K - $45.8K
|
1.74K
$595K
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
157+ 0.86% |
$40K - $43.8K
|
18.4K
$6.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
150New |
$38.2K - $41.9K
|
150
$51.3K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
146+ 1.33% |
$37.2K - $40.8K
|
11.1K
$3.8M
|
|
|
Jan 18, 2022
Q4 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
145+ 2.89% |
$36.9K - $40.5K
|
5.16K
$1.76M
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
142New |
$36.2K - $39.6K
|
142
$48.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
141New |
$35.9K - $39.4K
|
141
$48.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
141+ 4.93% |
$35.9K - $39.4K
|
3K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
139+ 2.34% |
$35.4K - $38.8K
|
6.07K
$2.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
134+ 1.66% |
$34.1K - $37.4K
|
8.19K
$2.8M
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
131New |
$33.4K - $36.6K
|
131
$44.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
125+ 4.0% |
$31.8K - $34.9K
|
3.25K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
120New |
$30.6K - $33.5K
|
120
$41K
|
|
|
Jan 05, 2022
Q4 2021
|
Hall Laurie J Trustee
|
BUY
|
- |
120+ 4.15% |
$30.6K - $33.5K
|
3.01K
$1.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
115+ 9.76% |
$29.3K - $32.1K
|
1.29K
$442K
|
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
115+ 0.59% |
$29.3K - $32.1K
|
19.5K
$6.67M
|
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
112+ 4.25% |
$28.5K - $31.3K
|
2.75K
$940K
|
|
|
Feb 08, 2022
Q4 2021
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
111+ 0.46% |
$28.3K - $31K
|
24.1K
$8.24M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$25.5K - $27.9K
|
100
$34.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
97+ 0.13% |
$24.7K - $27.1K
|
74.9K
$25.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
93New |
$23.7K - $26K
|
93
$31.8K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
83+ 3.99% |
$21.1K - $23.2K
|
2.16K
$740K
|
|
|
Jan 03, 2022
Q4 2021
|
Red Spruce Capital, LLC
|
BUY
|
- |
82+ 1.27% |
$20.9K - $22.9K
|
6.55K
$2.24M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
76+ 7.46% |
$19.4K - $21.2K
|
1.1K
$374K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
75+ 0.05% |
$19.1K - $20.9K
|
154K
$52.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
75New |
$19.1K - $20.9K
|
75
$25.6K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
71+ 0.73% |
$18.1K - $19.8K
|
9.74K
$3.33M
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
66+ 17.01% |
$16.8K - $18.4K
|
454
$155K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
65+ 5.62% |
$16.6K - $18.1K
|
1.22K
$418K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
60New |
$15.3K - $16.7K
|
60
$20.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
58+ 3.19% |
$14.8K - $16.2K
|
1.88K
$642K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
56New |
$14.3K - $15.6K
|
56
$19.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
55+ 4.79% |
$14K - $15.4K
|
1.2K
$412K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
55New |
$14K - $15.4K
|
55
$18.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
55+ 2.13% |
$14K - $15.4K
|
2.64K
$901K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
55New |
$14K - $15.4K
|
55
$18.8K
|
|
|
Jan 28, 2022
Q4 2021
|
Sl Advisors, LLC
|
BUY
|
- |
54+ 0.64% |
$13.8K - $15.1K
|
8.52K
$2.91M
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
BUY
|
- |
49+ 5.13% |
$12.5K - $13.7K
|
1K
$343K
|