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
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-94- 2.03% |
$23.9K - $26.2K
|
4.54K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-97- 3.78% |
$24.7K - $27.1K
|
2.47K
$844K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-100- 17.86% |
$25.5K - $27.9K
|
460
$157K
|
|
|
Feb 08, 2022
Q4 2021
|
Hemenway Trust CO LLC
|
SELL
|
- |
-100- 11.11% |
$25.5K - $27.9K
|
800
$274K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-106Closed |
$27K - $29.6K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-107- 1.27% |
$27.2K - $29.9K
|
8.34K
$2.85M
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-109- 6.57% |
$27.8K - $30.4K
|
1.55K
$530K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-110- 12.69% |
$28K - $30.7K
|
757
$259K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-115- 2.02% |
$29.3K - $32.1K
|
5.58K
$1.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-118- 16.74% |
$30K - $32.9K
|
587
$201K
|
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-120- 1.54% |
$30.6K - $33.5K
|
7.67K
$2.62M
|
|
|
Feb 10, 2022
Q4 2021
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-121- 1.83% |
$30.8K - $33.8K
|
6.48K
$2.22M
|
|
|
Feb 10, 2022
Q4 2021
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-130- 0.63% |
$33.1K - $36.3K
|
20.4K
$6.98M
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-133- 3.99% |
$33.9K - $37.1K
|
3.2K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-134- 3.28% |
$34.1K - $37.4K
|
3.95K
$1.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-135- 12.01% |
$34.4K - $37.7K
|
989
$338K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-136- 11.42% |
$34.6K - $38K
|
1.06K
$361K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-144- 4.29% |
$36.7K - $40.2K
|
3.21K
$1.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-155Closed |
$39.5K - $43.3K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-155- 1.28% |
$39.5K - $43.3K
|
12K
$4.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-158- 1.53% |
$40.2K - $44.1K
|
10.2K
$3.48M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-161Closed |
$41K - $44.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-175- 3.75% |
$44.6K - $48.8K
|
4.49K
$1.53M
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-197- 31.32% |
$50.2K - $55K
|
432
$148K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-198Closed |
$50.4K - $55.3K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-200Closed |
$50.9K - $55.8K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-202- 4.77% |
$51.4K - $56.4K
|
4.03K
$1.38M
|
|
|
Feb 07, 2022
Q4 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-203- 0.98% |
$51.7K - $56.7K
|
20.6K
$7.03M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-204- 16.0% |
$52K - $56.9K
|
1.07K
$366K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-206Closed |
$52.5K - $57.5K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-207- 23.55% |
$52.7K - $57.8K
|
672
$230K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-221- 0.98% |
$56.3K - $61.7K
|
22.3K
$7.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-221- 0.74% |
$56.3K - $61.7K
|
29.7K
$10.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-227- 5.85% |
$57.8K - $63.4K
|
3.65K
$1.25M
|
|
|
Mar 09, 2022
Q4 2021
|
Jvl Associates LLC
|
SELL
|
- |
-228- 0.76% |
$58.1K - $63.6K
|
29.6K
$10.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Financial Partners LLC
|
SELL
|
- |
-242- 0.66% |
$61.6K - $67.5K
|
36.4K
$12.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-246- 1.74% |
$62.6K - $68.7K
|
13.9K
$4.76M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-266Closed |
$67.7K - $74.2K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-280- 0.36% |
$71.3K - $78.2K
|
78.1K
$26.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-290- 21.53% |
$73.9K - $80.9K
|
1.06K
$361K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-313- 0.18% |
$79.7K - $87.4K
|
172K
$58.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-314- 3.27% |
$80K - $87.6K
|
9.29K
$3.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-340- 2.98% |
$86.6K - $94.9K
|
11.1K
$3.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-340- 9.97% |
$86.6K - $94.9K
|
3.07K
$1.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
SELL
|
- |
-348- 3.33% |
$88.6K - $97.1K
|
10.1K
$3.46M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-355- 5.59% |
$90.4K - $99.1K
|
6K
$2.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-360- 8.18% |
$91.7K - $100K
|
4.04K
$1.38M
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-365- 8.95% |
$93K - $102K
|
3.71K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-382Closed |
$97.3K - $107K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-397- 4.27% |
$101K - $111K
|
8.91K
$3.04M
|