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 |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-937Closed |
$197K - $249K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
SELL
|
- |
-958Closed |
$202K - $254K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-967- 0.15% |
$204K - $257K
|
656K
$225M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-992- 24.1% |
$209K - $263K
|
3.12K
$1.07M
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-994- 12.53% |
$209K - $264K
|
6.94K
$2.38M
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-1KClosed |
$211K - $266K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
SELL
|
- |
-1.02KClosed |
$214K - $269K
|
0
$0
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.03K- 0.85% |
$217K - $273K
|
120K
$41.2M
|
|
Jul 25, 2022
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.03K- 0.85% |
$217K - $273K
|
120K
$41.2M
|
|
Jul 11, 2022
Q2 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.03KClosed |
$218K - $274K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.05KClosed |
$222K - $279K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.1K- 94.73% |
$231K - $291K
|
61
$20.9K
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.1K- 36.16% |
$232K - $292K
|
1.94K
$666K
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-1.12K- 1.12% |
$235K - $296K
|
98.9K
$33.9M
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.14K- 4.64% |
$239K - $301K
|
23.3K
$8M
|
|
Jul 13, 2022
Q2 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.14K- 2.77% |
$240K - $302K
|
39.9K
$13.7M
|
|
Jul 08, 2022
Q2 2022
|
My Personal Cfo, LLC
|
SELL
|
- |
-1.15KClosed |
$243K - $306K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.17KClosed |
$245K - $309K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.2KClosed |
$254K - $319K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.24KClosed |
$261K - $328K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-1.25KClosed |
$263K - $331K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.25KClosed |
$263K - $331K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.25K- 0.73% |
$264K - $332K
|
171K
$58.5M
|
|
Sep 06, 2022
Q2 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.26K- 12.39% |
$266K - $335K
|
8.92K
$3.06M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.26K- 33.21% |
$266K - $335K
|
2.54K
$871K
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.27K- 14.18% |
$268K - $338K
|
7.7K
$2.64M
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.3KClosed |
$274K - $345K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.33K- 6.9% |
$280K - $352K
|
17.9K
$6.15M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.37K- 5.53% |
$289K - $365K
|
23.5K
$8.04M
|
|
Aug 15, 2022
Q2 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-1.42K- 1.56% |
$298K - $376K
|
89.6K
$30.7M
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
SELL
|
- |
-1.42K- 28.49% |
$298K - $376K
|
3.55K
$1.22M
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.5K- 63.07% |
$316K - $397K
|
877
$301K
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.52KClosed |
$320K - $403K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.54K- 77.8% |
$323K - $407K
|
438
$150K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.55K- 50.59% |
$326K - $411K
|
1.51K
$518K
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-1.58K- 59.23% |
$332K - $419K
|
1.09K
$372K
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.7K- 15.77% |
$358K - $450K
|
9.07K
$3.11M
|
|
Jul 13, 2022
Q2 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-1.7KClosed |
$358K - $451K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.72K- 11.84% |
$363K - $457K
|
12.8K
$4.39M
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.74K- 1.7% |
$365K - $460K
|
100K
$34.4M
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.08K- 60.76% |
$437K - $551K
|
1.34K
$460K
|
|
Aug 08, 2022
Q2 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-2.08KClosed |
$438K - $552K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.16K- 16.58% |
$455K - $573K
|
10.9K
$3.72M
|
|
Aug 10, 2022
Q2 2022
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-2.23K- 9.84% |
$470K - $592K
|
20.4K
$7M
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-2.45KClosed |
$516K - $650K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-2.47KClosed |
$520K - $655K
|
0
$0
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.6K- 7.82% |
$547K - $690K
|
30.7K
$10.5M
|
|
Jul 27, 2022
Q2 2022
|
Wind River Trust CO
|
SELL
|
- |
-2.73K- 2.14% |
$574K - $723K
|
125K
$42.8M
|
|
Aug 01, 2022
Q2 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-2.8KClosed |
$590K - $743K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.86KClosed |
$602K - $758K
|
0
$0
|