Purchases and Sales Made in Q1 2022 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR RUSSELL 1000 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2022
Q1 2022
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-64- 1.31% |
$14.8K - $17K
|
4.83K
$1.57M
|
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-64- 1.03% |
$14.8K - $17K
|
6.14K
$1.99M
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-69Closed |
$15.9K - $18.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-69- 2.16% |
$15.9K - $18.4K
|
3.13K
$1.02M
|
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-73- 11.77% |
$16.8K - $19.4K
|
547
$178K
|
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-75Closed |
$17.3K - $20K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Kendall Capital Management
|
SELL
|
- |
-75- 5.2% |
$17.3K - $20K
|
1.37K
$444K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-76- 0.98% |
$17.5K - $20.2K
|
7.7K
$2.5M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-78- 0.51% |
$18K - $20.8K
|
15.3K
$4.99M
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-85- 9.2% |
$19.6K - $22.6K
|
839
$273K
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-86- 2.69% |
$19.8K - $22.9K
|
3.11K
$1.01M
|
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-89- 0.45% |
$20.5K - $23.7K
|
19.7K
$6.39M
|
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-89- 2.83% |
$20.5K - $23.7K
|
3.06K
$993K
|
|
|
May 16, 2022
Q1 2022
|
Covenant Partners, LLC
|
SELL
|
- |
-89- 8.94% |
$20.5K - $23.7K
|
906
$294K
|
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-91- 1.66% |
$21K - $24.2K
|
5.41K
$1.76M
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-93- 0.6% |
$21.4K - $24.7K
|
15.3K
$4.97M
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-99- 1.8% |
$22.8K - $26.3K
|
5.39K
$1.75M
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-100- 38.46% |
$23K - $26.6K
|
160
$52K
|
|
|
Apr 27, 2022
Q1 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-100- 2.54% |
$23K - $26.6K
|
3.83K
$1.24M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-100- 6.67% |
$23K - $26.6K
|
1.4K
$455K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-100Closed |
$23K - $26.6K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-100- 1.06% |
$23K - $26.6K
|
9.32K
$3.03M
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-102- 0.71% |
$23.5K - $27.1K
|
14.2K
$4.6M
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-104- 0.4% |
$24K - $27.7K
|
25.8K
$8.38M
|
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-108- 0.24% |
$24.9K - $28.7K
|
45.3K
$14.7M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-109- 0.64% |
$25.1K - $29K
|
16.9K
$5.5M
|
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
SELL
|
- |
-112- 3.41% |
$25.8K - $29.8K
|
3.18K
$1.03M
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-113- 2.02% |
$26K - $30.1K
|
5.49K
$1.78M
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-116- 2.56% |
$26.7K - $30.9K
|
4.41K
$1.43M
|
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
SELL
|
- |
-117- 0.69% |
$27K - $31.1K
|
16.8K
$5.45M
|
|
|
Apr 18, 2022
Q1 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-122- 5.24% |
$28.1K - $32.5K
|
2.21K
$717K
|
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-123- 7.04% |
$28.3K - $32.7K
|
1.62K
$528K
|
|
|
Apr 20, 2022
Q1 2022
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-124- 1.68% |
$28.6K - $33K
|
7.28K
$2.36M
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-124Closed |
$28.6K - $33K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-127- 0.06% |
$29.3K - $33.8K
|
217K
$70.6M
|
|
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
SELL
|
- |
-130- 11.38% |
$30K - $34.6K
|
1.01K
$329K
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-133Closed |
$30.7K - $35.4K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-133- 5.37% |
$30.7K - $35.4K
|
2.35K
$762K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-133- 5.6% |
$30.7K - $35.4K
|
2.24K
$729K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-134- 7.23% |
$30.9K - $35.7K
|
1.72K
$559K
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-138- 0.35% |
$31.8K - $36.7K
|
39.2K
$12.7M
|
|
|
May 02, 2022
Q1 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-139- 9.81% |
$32K - $37K
|
1.28K
$415K
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
SELL
|
- |
-150- 4.16% |
$34.6K - $39.9K
|
3.45K
$1.12M
|
|
|
May 02, 2022
Q1 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-150- 5.26% |
$34.6K - $39.9K
|
2.7K
$878K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-152- 2.25% |
$35K - $40.4K
|
6.59K
$2.14M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-165Closed |
$38K - $43.9K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-167- 7.98% |
$38.5K - $44.4K
|
1.93K
$626K
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-168- 4.81% |
$38.7K - $44.7K
|
3.32K
$1.08M
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-175- 1.84% |
$40.3K - $46.6K
|
9.35K
$3.04M
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-180- 4.05% |
$41.5K - $47.9K
|
4.26K
$1.39M
|