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 08, 2022
Q4 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-400- 18.06% |
$102K - $112K
|
1.82K
$629K
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-435- 2.57% |
$111K - $121K
|
16.5K
$5.72M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-438- 3.49% |
$112K - $122K
|
12.1K
$4.2M
|
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-443- 3.46% |
$113K - $124K
|
12.4K
$4.29M
|
|
|
Jan 18, 2022
Q4 2021
|
Stairway Partners, LLC
|
SELL
|
- |
-495- 0.59% |
$126K - $138K
|
83.6K
$29M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-520- 11.23% |
$132K - $145K
|
4.11K
$1.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-543- 8.48% |
$138K - $152K
|
5.86K
$2.03M
|
|
|
Jan 25, 2022
Q4 2021
|
Trellis Advisors, LLC
|
SELL
|
- |
-555- 4.59% |
$141K - $155K
|
11.5K
$4M
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-579Closed |
$147K - $162K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-589- 37.14% |
$150K - $164K
|
997
$346K
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-592- 26.91% |
$151K - $165K
|
1.61K
$557K
|
|
|
Jan 27, 2022
Q4 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-610- 2.8% |
$155K - $170K
|
21.1K
$7.33M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-643- 13.0% |
$164K - $179K
|
4.3K
$1.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-656- 11.67% |
$167K - $183K
|
4.96K
$1.72M
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-706- 5.31% |
$180K - $197K
|
12.6K
$4.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-707- 2.88% |
$180K - $197K
|
23.8K
$8.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-709- 1.99% |
$181K - $198K
|
34.9K
$12.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-789Closed |
$201K - $220K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-858- 2.12% |
$218K - $239K
|
39.5K
$13.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-861Closed |
$219K - $240K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-875- 0.61% |
$223K - $244K
|
142K
$49.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-912- 7.9% |
$232K - $255K
|
10.6K
$3.68M
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-942- 12.77% |
$240K - $263K
|
6.44K
$2.23M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-973- 3.86% |
$248K - $272K
|
24.2K
$8.39M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
SELL
|
- |
-1.01K- 2.7% |
$258K - $282K
|
36.4K
$12.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-1.01K- 6.14% |
$258K - $283K
|
15.5K
$5.36M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 2.27% |
$258K - $283K
|
43.7K
$15.1M
|
|
|
May 19, 2022
Q4 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-1.02K- 50.9% |
$258K - $283K
|
979
$339K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.13K- 1.74% |
$289K - $316K
|
64K
$22.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
SELL
|
- |
-1.18K- 1.72% |
$300K - $329K
|
67.4K
$23.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-1.2K- 1.05% |
$306K - $335K
|
113K
$39.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-1.21K- 1.18% |
$307K - $336K
|
101K
$35M
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.21K- 5.04% |
$307K - $336K
|
22.7K
$7.87M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.22K- 4.55% |
$312K - $342K
|
25.7K
$8.89M
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.39K- 12.21% |
$355K - $389K
|
10K
$3.47M
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-1.44K- 5.76% |
$365K - $401K
|
23.5K
$8.13M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.46KClosed |
$372K - $408K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-1.47K- 1.35% |
$374K - $410K
|
108K
$37.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.5K- 21.47% |
$382K - $419K
|
5.5K
$1.9M
|
|
|
Feb 28, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-1.52K- 9.81% |
$387K - $424K
|
14K
$4.84M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.52K- 36.4% |
$388K - $425K
|
2.66K
$921K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-1.7K- 45.34% |
$433K - $474K
|
2.05K
$710K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.78K- 2.97% |
$454K - $498K
|
58.2K
$20.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.86KClosed |
$472K - $518K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.87K- 3.15% |
$475K - $521K
|
57.4K
$19.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.98KClosed |
$504K - $552K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2K- 5.77% |
$510K - $559K
|
32.7K
$11.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.07K- 20.15% |
$527K - $578K
|
8.21K
$2.84M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.11K- 1.62% |
$537K - $589K
|
128K
$44.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
SELL
|
- |
-2.17K- 2.02% |
$552K - $605K
|
105K
$36.5M
|