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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-20- 16.67% |
$4.21K - $5.31K
|
100
$34.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-21- 1.24% |
$4.42K - $5.57K
|
1.67K
$572K
|
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-27- 0.15% |
$5.69K - $7.16K
|
18.5K
$6.33M
|
|
|
Jul 07, 2022
Q2 2022
|
Virginia National Bank
|
SELL
|
- |
-28- 1.57% |
$5.9K - $7.43K
|
1.76K
$602K
|
|
|
Aug 10, 2022
Q2 2022
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-30- 0.12% |
$6.32K - $7.96K
|
24.2K
$8.28M
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-32- 5.45% |
$6.74K - $8.49K
|
555
$190K
|
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-35- 1.13% |
$7.37K - $9.29K
|
3.07K
$1.05M
|
|
|
Aug 08, 2022
Q2 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-36- 0.26% |
$7.58K - $9.55K
|
13.9K
$4.78M
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-40- 2.96% |
$8.43K - $10.6K
|
1.31K
$449K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-41- 0.17% |
$8.64K - $10.9K
|
24.1K
$8.24M
|
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-42- 3.33% |
$8.85K - $11.1K
|
1.22K
$419K
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-43- 1.88% |
$9.06K - $11.4K
|
2.25K
$770K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-49Closed |
$10.3K - $13K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.0% |
$10.5K - $13.3K
|
4.95K
$1.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-51- 1.65% |
$10.7K - $13.5K
|
3.04K
$1.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-53- 0.16% |
$11.2K - $14.1K
|
33.7K
$11.5M
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
SELL
|
- |
-56- 0.92% |
$11.8K - $14.9K
|
6.05K
$2.07M
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-57Closed |
$12K - $15.1K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-58- 1.51% |
$12.2K - $15.4K
|
3.79K
$1.3M
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-58- 4.26% |
$12.2K - $15.4K
|
1.3K
$446K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-59- 3.13% |
$12.4K - $15.7K
|
1.82K
$625K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-65- 57.02% |
$13.7K - $17.2K
|
49
$16.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-70- 0.17% |
$14.7K - $18.6K
|
41K
$14M
|
|
|
Aug 01, 2022
Q2 2022
|
St. Louis Trust CO
|
SELL
|
- |
-71- 0.3% |
$15K - $18.8K
|
23.5K
$8.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-73- 1.3% |
$15.4K - $19.4K
|
5.52K
$1.89M
|
|
|
Jul 19, 2022
Q2 2022
|
Jacobs & CO
|
SELL
|
- |
-75- 7.1% |
$15.8K - $19.9K
|
982
$337K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Council Asset Management Inc
|
SELL
|
- |
-82- 0.43% |
$17.3K - $21.8K
|
19.2K
$6.57M
|
|
|
Aug 08, 2022
Q2 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-84- 1.44% |
$17.7K - $22.3K
|
5.76K
$1.98M
|
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-85- 5.33% |
$17.9K - $22.6K
|
1.51K
$517K
|
|
|
Jul 19, 2022
Q2 2022
|
Ledyard National Bank
|
SELL
|
- |
-97- 1.38% |
$20.4K - $25.7K
|
6.91K
$2.37M
|
|
|
Jul 21, 2022
Q2 2022
|
Campion Asset Management
|
SELL
|
- |
-99- 9.24% |
$20.9K - $26.3K
|
973
$334K
|
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-99- 6.84% |
$20.9K - $26.3K
|
1.35K
$462K
|
|
|
Aug 10, 2022
Q2 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-100- 7.69% |
$21.1K - $26.5K
|
1.2K
$412K
|
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-100- 33.33% |
$21.1K - $26.5K
|
200
$68.6K
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-100- 1.81% |
$21.1K - $26.5K
|
5.42K
$1.86M
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-100- 0.63% |
$21.1K - $26.5K
|
15.7K
$5.38M
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
SELL
|
- |
-110- 1.24% |
$23.2K - $29.2K
|
8.79K
$3.01M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-112- 3.44% |
$23.6K - $29.7K
|
3.14K
$1.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-119- 7.91% |
$25.1K - $31.6K
|
1.39K
$475K
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-120- 9.88% |
$25.3K - $31.8K
|
1.09K
$375K
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-120- 0.19% |
$25.3K - $31.8K
|
64.6K
$22.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-120- 2.92% |
$25.3K - $31.8K
|
3.99K
$1.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-125Closed |
$26.3K - $33.2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-125- 1.86% |
$26.3K - $33.2K
|
6.6K
$2.26M
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-125- 10.96% |
$26.3K - $33.2K
|
1.02K
$348K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-125- 10.96% |
$26.3K - $33.2K
|
1.02K
$348K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-154- 6.5% |
$32.4K - $40.9K
|
2.22K
$759K
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-157- 3.22% |
$33.1K - $41.7K
|
4.72K
$1.62M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-179- 0.54% |
$37.7K - $47.5K
|
33.2K
$11.4M
|
|
|
Jul 18, 2022
Q2 2022
|
Morgan Jess S & CO Inc
|
SELL
|
- |
-180- 1.81% |
$37.9K - $47.8K
|
9.78K
$3.35M
|