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 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-5- 1.4% |
$1.27K - $1.4K
|
351
$120K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-7- 0.13% |
$1.78K - $1.95K
|
5.32K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-9- 1.56% |
$2.29K - $2.51K
|
568
$194K
|
|
|
Feb 03, 2022
Q4 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-9- 0.14% |
$2.29K - $2.51K
|
6.65K
$2.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-10- 3.77% |
$2.55K - $2.79K
|
255
$87.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-10- 1.86% |
$2.55K - $2.79K
|
527
$180K
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-10- 0.08% |
$2.55K - $2.79K
|
13.1K
$4.49M
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-11- 0.08% |
$2.8K - $3.07K
|
14.4K
$4.92M
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-13- 0.98% |
$3.31K - $3.63K
|
1.32K
$451K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-13- 0.75% |
$3.31K - $3.63K
|
1.71K
$584K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-16- 0.26% |
$4.07K - $4.47K
|
6.2K
$2.12M
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
SELL
|
- |
-18- 0.26% |
$4.58K - $5.02K
|
7.02K
$2.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-19- 1.78% |
$4.84K - $5.3K
|
1.05K
$359K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-19Closed |
$4.84K - $5.3K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Auxano Advisors, LLC
|
SELL
|
- |
-20- 2.46% |
$5.09K - $5.58K
|
794
$272K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-22Closed |
$5.6K - $6.14K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-22- 0.73% |
$5.6K - $6.14K
|
3K
$1.02M
|
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-25- 1.7% |
$6.37K - $6.98K
|
1.45K
$494K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-28Closed |
$7.13K - $7.82K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-30- 2.6% |
$7.64K - $8.37K
|
1.12K
$384K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-32- 1.41% |
$8.15K - $8.93K
|
2.24K
$767K
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-34- 0.95% |
$8.66K - $9.49K
|
3.54K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-35Closed |
$8.91K - $9.77K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-36- 0.21% |
$9.17K - $10K
|
16.9K
$5.77M
|
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-37- 0.23% |
$9.42K - $10.3K
|
15.8K
$5.42M
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-37- 10.85% |
$9.42K - $10.3K
|
304
$104K
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-39- 1.08% |
$9.93K - $10.9K
|
3.57K
$1.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-40- 1.31% |
$10.2K - $11.2K
|
3.02K
$1.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
SELL
|
- |
-42- 3.71% |
$10.7K - $11.7K
|
1.09K
$373K
|
|
|
Jan 14, 2022
Q4 2021
|
West End Advisors, LLC
|
SELL
|
- |
-43- 13.83% |
$11K - $12K
|
268
$91.6K
|
|
|
Dec 06, 2024
Q4 2021
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-47- 0.22% |
$12K - $13.1K
|
21.7K
$7.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-48- 0.97% |
$12.2K - $13.4K
|
4.89K
$1.67M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-48- 1.13% |
$12.2K - $13.4K
|
4.2K
$1.44M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-49- 4.46% |
$12.5K - $13.7K
|
1.05K
$359K
|
|
|
Feb 02, 2022
Q4 2021
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-50- 2.78% |
$12.7K - $14K
|
1.75K
$598K
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-51- 4.04% |
$13K - $14.2K
|
1.21K
$414K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
SELL
|
- |
-51- 3.28% |
$13K - $14.2K
|
1.5K
$514K
|
|
|
Aug 23, 2023
Q4 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-55- 2.18% |
$14K - $15.4K
|
2.47K
$845K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-61- 0.98% |
$15.5K - $17K
|
6.19K
$2.12M
|
|
|
Jan 25, 2022
Q4 2021
|
Brickley Wealth Management
|
SELL
|
- |
-67- 4.61% |
$17.1K - $18.7K
|
1.39K
$474K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-68- 0.55% |
$17.3K - $19K
|
12.2K
$4.18M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-69- 6.51% |
$17.6K - $19.3K
|
991
$339K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
SELL
|
- |
-73- 0.35% |
$18.6K - $20.4K
|
20.8K
$7.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-75- 8.06% |
$19.1K - $20.9K
|
855
$292K
|
|
|
Feb 07, 2022
Q4 2021
|
Compass Financial Group, Inc.
|
SELL
|
- |
-81- 0.13% |
$20.6K - $22.6K
|
62.2K
$21.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-82- 4.63% |
$20.9K - $22.9K
|
1.69K
$578K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-83Closed |
$21.1K - $23.2K
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-86Closed |
$21.9K - $24K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Fluent Financial, LLC
|
SELL
|
- |
-89- 10.08% |
$22.7K - $24.8K
|
794
$272K
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-94- 3.78% |
$23.9K - $26.2K
|
2.39K
$817K
|