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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-185Closed |
$42.6K - $49.2K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-186- 4.97% |
$42.9K - $49.5K
|
3.56K
$1.16M
|
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-189- 17.86% |
$43.6K - $50.3K
|
869
$282K
|
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-190- 43.38% |
$43.8K - $50.6K
|
248
$80.6K
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-191- 0.42% |
$44K - $50.8K
|
45.4K
$14.8M
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-192- 0.89% |
$44.3K - $51.1K
|
21.3K
$6.92M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-193- 33.39% |
$44.5K - $51.4K
|
385
$125K
|
|
|
May 10, 2022
Q1 2022
|
Campion Asset Management
|
SELL
|
- |
-195- 0.4% |
$44.9K - $51.9K
|
48.7K
$15.8M
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-195- 17.5% |
$44.9K - $51.9K
|
919
$299K
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
SELL
|
- |
-198- 5.73% |
$45.6K - $52.7K
|
3.26K
$1.06M
|
|
|
May 04, 2022
Q1 2022
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-200- 17.86% |
$46.1K - $53.2K
|
920
$299K
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-200- 31.9% |
$46.1K - $53.2K
|
427
$139K
|
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-200- 0.46% |
$46.1K - $53.2K
|
42.9K
$13.9M
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-204- 3.76% |
$47K - $54.3K
|
5.22K
$1.7M
|
|
|
May 16, 2022
Q1 2022
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-209Closed |
$48.2K - $55.6K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-209- 1.5% |
$48.2K - $55.6K
|
13.7K
$4.45M
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-210- 0.39% |
$48.4K - $55.9K
|
53.8K
$17.5M
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-215Closed |
$49.6K - $57.2K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-215Closed |
$49.6K - $57.2K
|
0
$0
|
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-225- 0.53% |
$51.9K - $59.9K
|
42.4K
$13.8M
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-227- 5.12% |
$52.3K - $60.4K
|
4.21K
$1.37M
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-228- 0.34% |
$52.5K - $60.7K
|
66.7K
$21.7M
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-234- 3.76% |
$53.9K - $62.3K
|
5.99K
$1.94M
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-238- 0.43% |
$54.9K - $63.3K
|
54.7K
$17.8M
|
|
|
May 05, 2022
Q1 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-241- 2.72% |
$55.5K - $64.1K
|
8.62K
$2.8M
|
|
|
May 16, 2022
Q1 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-247- 1.09% |
$56.9K - $65.7K
|
22.5K
$7.3M
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-249- 17.42% |
$57.4K - $66.3K
|
1.18K
$383K
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-249- 4.91% |
$57.4K - $66.3K
|
4.82K
$1.57M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
SELL
|
- |
-250- 10.42% |
$57.6K - $66.5K
|
2.15K
$698K
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-255- 23.92% |
$58.8K - $67.9K
|
811
$264K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-259- 3.18% |
$59.7K - $68.9K
|
7.89K
$2.56M
|
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-270- 2.2% |
$62.2K - $71.8K
|
12K
$3.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-274Closed |
$63.2K - $72.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-300- 4.9% |
$69.1K - $79.8K
|
5.83K
$1.89M
|
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-303- 30.82% |
$69.8K - $80.6K
|
680
$221K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-313- 2.72% |
$72.1K - $83.3K
|
11.2K
$3.64M
|
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-320- 2.5% |
$73.8K - $85.2K
|
12.5K
$4.05M
|
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-322- 3.65% |
$74.2K - $85.7K
|
8.51K
$2.76M
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
SELL
|
- |
-329- 3.83% |
$75.8K - $87.6K
|
8.26K
$2.68M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-330- 1.73% |
$76.1K - $87.8K
|
18.7K
$6.09M
|
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-332- 0.37% |
$76.5K - $88.3K
|
88.7K
$28.8M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-334- 11.87% |
$77K - $88.9K
|
2.48K
$806K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-336- 19.61% |
$77.4K - $89.4K
|
1.38K
$447K
|
|
|
May 10, 2022
Q1 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-338- 1.91% |
$77.9K - $89.9K
|
17.3K
$5.63M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-340- 20.86% |
$78.4K - $90.5K
|
1.29K
$419K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-342- 5.24% |
$78.8K - $91K
|
6.19K
$2.01M
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-360- 1.07% |
$83K - $95.8K
|
33.3K
$10.8M
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-368- 8.07% |
$84.8K - $97.9K
|
4.19K
$1.36M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-373- 3.56% |
$86K - $99.3K
|
10.1K
$3.29M
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-375- 0.27% |
$86.4K - $99.8K
|
137K
$44.6M
|