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 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-466- 2.45% |
$98.2K - $124K
|
18.6K
$6.36M
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-467- 39.21% |
$98.4K - $124K
|
724
$248K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-467- 1.35% |
$98.4K - $124K
|
34.2K
$11.7M
|
|
Jul 28, 2022
Q2 2022
|
Strategic Investment Management, LLC
|
SELL
|
- |
-490- 1.71% |
$103K - $130K
|
28.2K
$9.68M
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-494- 0.86% |
$104K - $131K
|
56.9K
$19.5M
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-498- 4.44% |
$105K - $132K
|
10.7K
$3.67M
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-504- 3.23% |
$106K - $134K
|
15.1K
$5.18M
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-509- 6.01% |
$107K - $135K
|
7.96K
$2.73M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-540- 56.96% |
$114K - $143K
|
408
$140K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-564- 0.6% |
$119K - $150K
|
92.9K
$31.8M
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-579- 8.38% |
$122K - $154K
|
6.33K
$2.17M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-593- 2.24% |
$125K - $157K
|
25.9K
$8.87M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-601- 64.35% |
$127K - $159K
|
333
$114K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-605- 2.8% |
$127K - $161K
|
21K
$7.2M
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-636- 8.81% |
$134K - $169K
|
6.59K
$2.26M
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-641- 0.63% |
$135K - $170K
|
101K
$34.5M
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-648Closed |
$137K - $172K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
SELL
|
- |
-715- 19.46% |
$151K - $190K
|
2.96K
$1.01M
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-738- 20.85% |
$155K - $196K
|
2.8K
$960K
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-754- 6.55% |
$159K - $200K
|
10.8K
$3.69M
|
|
Aug 15, 2022
Q2 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-764Closed |
$161K - $203K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-773Closed |
$163K - $205K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-773- 7.89% |
$163K - $205K
|
9.02K
$3.09M
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-782Closed |
$165K - $207K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-783Closed |
$165K - $208K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-784Closed |
$165K - $208K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-785Closed |
$165K - $208K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-795Closed |
$167K - $211K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-797Closed |
$168K - $211K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-810Closed |
$171K - $215K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
SELL
|
- |
-810Closed |
$171K - $215K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-811Closed |
$171K - $215K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-812Closed |
$171K - $215K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-827- 4.13% |
$174K - $219K
|
19.2K
$6.58M
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-837Closed |
$176K - $222K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-846Closed |
$178K - $224K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-850Closed |
$179K - $226K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-853- 7.28% |
$180K - $226K
|
10.9K
$3.72M
|
|
Jul 28, 2022
Q2 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-855Closed |
$180K - $227K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-875Closed |
$184K - $232K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
SELL
|
- |
-875Closed |
$184K - $232K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-879Closed |
$185K - $233K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-886Closed |
$187K - $235K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-899Closed |
$189K - $239K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-900Closed |
$190K - $239K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-904Closed |
$190K - $240K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
G2 Capital Management, LLC
Columbus, OH |
SELL
|
- |
-904Closed |
$190K - $240K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-910Closed |
$192K - $241K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-910- 3.78% |
$192K - $241K
|
23.2K
$7.94M
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-923- 1.96% |
$194K - $245K
|
46.2K
$15.8M
|