Purchases and Sales Made in Q2 2022 in Ishares Russell 3000 ETF (IWV)
This table provides information about the institutional ownership of Ishares Russell 3000 ETF (IWV) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Jul 27, 2022
Q2 2022
|
Davidson Investment Advisors
|
BUY
|
- |
250+ 24.39% |
$52.7K - $66.3K
|
1.28K
$423K
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
225New |
$47.4K - $59.7K
|
225
$74.6K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
215New |
$45.3K - $57K
|
215
$71.2K
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
203+ 16.19% |
$42.8K - $53.9K
|
1.46K
$483K
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
197+ 14.16% |
$41.5K - $52.3K
|
1.59K
$526K
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
192+ 6.38% |
$40.4K - $50.9K
|
3.2K
$1.06M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
185+ 0.49% |
$39K - $49.1K
|
37.7K
$12.5M
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
185New |
$39K - $49.1K
|
185
$61.3K
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
142+ 4.11% |
$29.9K - $37.7K
|
3.6K
$1.19M
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
137New |
$28.9K - $36.3K
|
137
$45.4K
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
133+ 6.65% |
$28K - $35.3K
|
2.13K
$707K
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
122New |
$25.7K - $32.4K
|
122
$40.4K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
119+ 4.89% |
$25.1K - $31.6K
|
2.55K
$846K
|
|
Jul 14, 2022
Q2 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
112+ 2.15% |
$23.6K - $29.7K
|
5.31K
$1.76M
|
|
Aug 12, 2022
Q2 2022
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
108+ 1.43% |
$22.8K - $28.7K
|
7.65K
$2.53M
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
100+ 2.62% |
$21.1K - $26.5K
|
3.92K
$1.3M
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
100+ 3.27% |
$21.1K - $26.5K
|
3.16K
$1.05M
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
BUY
|
- |
99+ 2.48% |
$20.9K - $26.3K
|
4.09K
$1.36M
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
92+ 5.25% |
$19.4K - $24.4K
|
1.84K
$611K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
90+ 1.42% |
$19K - $23.9K
|
6.41K
$2.13M
|
|
Aug 09, 2022
Q2 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
80+ 6.95% |
$16.9K - $21.2K
|
1.23K
$408K
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
76+ 0.78% |
$16K - $20.2K
|
9.86K
$3.27M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
70+ 7.46% |
$14.7K - $18.6K
|
1.01K
$334K
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
69+ 5.15% |
$14.5K - $18.3K
|
1.41K
$467K
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
68New |
$14.3K - $18K
|
68
$22.5K
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
67+ 17.27% |
$14.1K - $17.8K
|
455
$151K
|
|
Dec 06, 2024
Q2 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
63+ 0.29% |
$13.3K - $16.7K
|
21.8K
$7.22M
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
59New |
$12.4K - $15.7K
|
59
$19.6K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
59+ 1.24% |
$12.4K - $15.7K
|
4.81K
$1.59M
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
52+ 0.11% |
$11K - $13.8K
|
45.4K
$15M
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
43+ 2.1% |
$9.06K - $11.4K
|
2.09K
$693K
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
38New |
$8K - $10.1K
|
38
$12.6K
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
35+ 2.75% |
$7.37K - $9.29K
|
1.31K
$433K
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
BUY
|
- |
31+ 0.28% |
$6.53K - $8.22K
|
11K
$3.64M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
30New |
$6.32K - $7.96K
|
30
$9.94K
|
|
Aug 03, 2022
Q2 2022
|
Camden Capital, LLC
|
BUY
|
- |
27+ 0.19% |
$5.69K - $7.16K
|
14K
$4.64M
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
26+ 0.85% |
$5.48K - $6.9K
|
3.07K
$1.02M
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
25+ 0.05% |
$5.27K - $6.63K
|
50.8K
$16.8M
|
|
Jul 28, 2022
Q2 2022
|
Sl Advisors, LLC
|
BUY
|
- |
25+ 0.29% |
$5.27K - $6.63K
|
8.57K
$2.84M
|
|
Jul 27, 2022
Q2 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
24+ 0.14% |
$5.06K - $6.37K
|
16.8K
$5.58M
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
22+ 2.21% |
$4.63K - $5.84K
|
1.02K
$338K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
21New |
$4.42K - $5.57K
|
21
$6.96K
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
20+ 0.01% |
$4.21K - $5.31K
|
178K
$59M
|
|
Jul 27, 2022
Q2 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
20+ 0.38% |
$4.21K - $5.31K
|
5.3K
$1.75M
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
18+ 180.0% |
$3.79K - $4.78K
|
28
$9.28K
|
|
Jul 13, 2022
Q2 2022
|
Nvest Financial, LLC
|
BUY
|
- |
16+ 0.29% |
$3.37K - $4.24K
|
5.45K
$1.81M
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
14+ 0.16% |
$2.95K - $3.71K
|
8.54K
$2.83M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
13+ 1.03% |
$2.74K - $3.45K
|
1.28K
$423K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12+ 0.23% |
$2.53K - $3.18K
|
5.12K
$1.7M
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
12+ 0.34% |
$2.53K - $3.18K
|
3.54K
$1.17M
|