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 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
10.6KNew |
$2.45M - $2.83M
|
10.6K
$3.45M
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
10.5KNew |
$2.42M - $2.8M
|
10.5K
$3.41M
|
|
Apr 20, 2022
Q1 2022
|
Belvedere Trading LLC
|
BUY
|
- |
10.4KNew |
$2.4M - $2.77M
|
10.4K
$3.39M
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.3K+ 20.67% |
$2.38M - $2.74M
|
60.2K
$19.6M
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
9.75K+ 161.75% |
$2.25M - $2.59M
|
15.8K
$5.13M
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
9.65KNew |
$2.22M - $2.57M
|
9.65K
$3.14M
|
|
Apr 12, 2022
Q1 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
9.28K+ 6.59% |
$2.14M - $2.47M
|
150K
$48.8M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.62K+ 8.68% |
$1.99M - $2.29M
|
108K
$35.1M
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
8.6K+ 14.49% |
$1.98M - $2.29M
|
68K
$22.1M
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
8.42K+ 339.86% |
$1.94M - $2.24M
|
10.9K
$3.54M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.8K+ 3.73% |
$1.8M - $2.08M
|
217K
$70.5M
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.69K+ 38.69% |
$1.77M - $2.05M
|
27.6K
$8.96M
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
7.22K+ 6.31% |
$1.66M - $1.92M
|
122K
$39.5M
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
7.13KNew |
$1.64M - $1.9M
|
7.13K
$2.32M
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
7.13K+ 4.18% |
$1.64M - $1.9M
|
178K
$57.8M
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.98K+ 15.99% |
$1.61M - $1.86M
|
50.6K
$16.5M
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.88KNew |
$1.59M - $1.83M
|
6.88K
$2.23M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.62K+ 12.25% |
$1.52M - $1.76M
|
60.6K
$19.7M
|
|
Apr 12, 2022
Q1 2022
|
Churchill Management Corp
|
BUY
|
- |
6.5K+ 0.8% |
$1.5M - $1.73M
|
818K
$266M
|
|
Oct 16, 2023
Q1 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
6.15K+ 5.65% |
$1.42M - $1.64M
|
115K
$37.4M
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
BUY
|
- |
5.94K+ 11.25% |
$1.37M - $1.58M
|
58.8K
$19.1M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.73K+ 5.96% |
$1.32M - $1.53M
|
102K
$33.1M
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
5.61KNew |
$1.29M - $1.49M
|
5.61K
$1.82M
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
5.46KNew |
$1.26M - $1.45M
|
5.46K
$1.78M
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5.38K+ 13.93% |
$1.24M - $1.43M
|
44K
$14.3M
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.37K+ 410.47% |
$1.24M - $1.43M
|
6.68K
$2.17M
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.26K+ 468.24% |
$1.21M - $1.4M
|
6.39K
$2.08M
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
5.26K+ 7.88% |
$1.21M - $1.4M
|
72K
$23.4M
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
5.18K+ 14.9% |
$1.19M - $1.38M
|
39.9K
$13M
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.11KNew |
$1.18M - $1.36M
|
5.11K
$1.66M
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
4.92K+ 21.02% |
$1.13M - $1.31M
|
28.3K
$9.21M
|
|
May 16, 2022
Q1 2022
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
4.76K+ 174.4% |
$1.1M - $1.27M
|
7.49K
$2.44M
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
BUY
|
- |
4.42K+ 23.55% |
$1.02M - $1.17M
|
23.2K
$7.53M
|
|
Apr 19, 2022
Q1 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
4.4KNew |
$1.01M - $1.17M
|
4.4K
$1.43M
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3.9K+ 100.0% |
$898K - $1.04M
|
7.79K
$2.53M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.68K+ 150.51% |
$847K - $978K
|
6.12K
$1.99M
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.67K+ 8.3% |
$847K - $977K
|
47.9K
$15.6M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.65KNew |
$842K - $972K
|
3.65K
$1.19M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.64K+ 3.6% |
$838K - $968K
|
105K
$34.1M
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.46K+ 21.57% |
$797K - $920K
|
19.5K
$6.33M
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.45K+ 90.3% |
$794K - $917K
|
7.26K
$2.36M
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
3.41K+ 4.37% |
$787K - $908K
|
81.6K
$26.5M
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
3.4K+ 12.95% |
$784K - $905K
|
29.7K
$9.64M
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.4KNew |
$784K - $905K
|
3.4K
$1.1M
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
3.26KNew |
$751K - $867K
|
3.26K
$1.06M
|
|
Apr 13, 2022
Q1 2022
|
Parkside Advisors LLC
|
BUY
|
- |
3.15K+ 1.07% |
$726K - $839K
|
298K
$96.9M
|
|
May 16, 2022
Q1 2022
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
3.15KNew |
$725K - $837K
|
3.15K
$1.02M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.14K+ 3.67% |
$723K - $835K
|
88.7K
$28.8M
|
|
Apr 28, 2022
Q1 2022
|
Highview Capital Management LLC
|
BUY
|
- |
3.11KNew |
$716K - $827K
|
3.11K
$1.01M
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.92K+ 122.51% |
$674K - $778K
|
5.31K
$1.73M
|