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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
43New |
$11K - $12K
|
43
$14.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
40+ 1.53% |
$10.2K - $11.2K
|
2.66K
$909K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
38New |
$9.68K - $10.6K
|
38
$13K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
36+ 0.34% |
$9.17K - $10K
|
10.7K
$3.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
35+ 0.56% |
$8.91K - $9.77K
|
6.27K
$2.14M
|
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
30+ 0.49% |
$7.64K - $8.37K
|
6.17K
$2.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
29+ 0.08% |
$7.39K - $8.09K
|
37.5K
$12.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
27+ 7.67% |
$6.88K - $7.54K
|
379
$130K
|
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
27+ 1.43% |
$6.88K - $7.54K
|
1.92K
$655K
|
|
|
Feb 14, 2022
Q4 2021
|
Campion Asset Management
|
BUY
|
- |
23+ 2.04% |
$5.86K - $6.42K
|
1.15K
$393K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
21+ 0.16% |
$5.35K - $5.86K
|
12.8K
$4.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
21+ 1.34% |
$5.35K - $5.86K
|
1.59K
$545K
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
18+ 1.72% |
$4.58K - $5.02K
|
1.06K
$364K
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
17+ 14.29% |
$4.33K - $4.74K
|
136
$46.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
14+ 0.63% |
$3.57K - $3.91K
|
2.24K
$764K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
13+ 0.11% |
$3.31K - $3.63K
|
11.7K
$4M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12+ 0.79% |
$3.06K - $3.35K
|
1.54K
$525K
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
11+ 0.08% |
$2.8K - $3.07K
|
13.7K
$4.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
11+ 0.64% |
$2.8K - $3.07K
|
1.72K
$590K
|
|
|
Jan 26, 2022
Q4 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.46% |
$2.29K - $2.51K
|
1.95K
$666K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9New |
$2.29K - $2.51K
|
9
$3.08K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
8+ 0.22% |
$2.04K - $2.23K
|
3.63K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
8+ 0.03% |
$2.04K - $2.23K
|
24.6K
$8.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
6New |
$1.53K - $1.67K
|
6
$2.05K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
6New |
$1.53K - $1.67K
|
6
$2.05K
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.55% |
$1.27K - $1.4K
|
918
$314K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
5New |
$1.27K - $1.4K
|
5
$1.71K
|
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
BUY
|
- |
4+ 0.64% |
$1.02K - $1.12K
|
628
$215K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
4+ 0.3% |
$1.02K - $1.12K
|
1.34K
$457K
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3+ 0.07% |
$764 - $837
|
4.61K
$1.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
3+ 0.23% |
$764 - $837
|
1.3K
$446K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3+ 0.25% |
$764 - $837
|
1.18K
$403K
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3+ 1.69% |
$764 - $837
|
180
$61.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.06% |
$509 - $558
|
3.29K
$1.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2+ 0.01% |
$509 - $558
|
14.4K
$4.93M
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
2+ 0.04% |
$509 - $558
|
5.06K
$1.73M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
2+ 0.93% |
$509 - $558
|
216
$73.9K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.13% |
$509 - $558
|
1.51K
$517K
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2+ 0.2% |
$509 - $558
|
1.01K
$344K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
2+ 0.02% |
$509 - $558
|
9.99K
$3.42M
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.32% |
$509 - $558
|
618
$211K
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.73% |
$509 - $558
|
276
$94.4K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.08% |
$509 - $558
|
2.49K
$853K
|
|
|
Jan 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 1.04% |
$255 - $279
|
97
$33.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.24% |
$255 - $279
|
418
$143K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.05% |
$255 - $279
|
1.88K
$644K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3- 0.88% |
$764 - $837
|
337
$115K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-3- 0.16% |
$764 - $837
|
1.84K
$628K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4- -0.0% |
$1.02K - $1.12K
|
94.7K
$32.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-5- 2.24% |
$1.27K - $1.4K
|
218
$74.5K
|