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 10, 2022
Q1 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
2.85K+ 0.44% |
$657K - $759K
|
657K
$214M
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
2.85K+ 3.63% |
$656K - $758K
|
81.3K
$26.4M
|
|
|
May 16, 2022
Q1 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
2.82KNew |
$650K - $750K
|
2.82K
$916K
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.81K+ 9.41% |
$646K - $746K
|
32.6K
$10.6M
|
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
2.67KNew |
$616K - $711K
|
2.67K
$868K
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
2.67K+ 85.89% |
$614K - $709K
|
5.77K
$1.87M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.64K+ 15.64% |
$609K - $704K
|
19.5K
$6.35M
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
2.61K+ 1.27% |
$600K - $693K
|
208K
$67.6M
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.6K+ 14.2% |
$598K - $691K
|
20.9K
$6.79M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.55K+ 2.44% |
$588K - $679K
|
107K
$34.8M
|
|
|
Apr 21, 2022
Q1 2022
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
2.55KNew |
$588K - $679K
|
2.55K
$829K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
2.51K+ 49.92% |
$578K - $667K
|
7.53K
$2.45M
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2.46K+ 7.55% |
$568K - $655K
|
35.1K
$11.4M
|
|
|
May 16, 2022
Q1 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.46K+ 98.52% |
$567K - $654K
|
4.96K
$1.61M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.35K+ 23.75% |
$543K - $626K
|
12.3K
$3.99M
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.35KNew |
$541K - $624K
|
2.35K
$762K
|
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
2.33K+ 189.88% |
$536K - $619K
|
3.55K
$1.15M
|
|
|
May 13, 2022
Q1 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.33K+ 22.81% |
$536K - $619K
|
12.5K
$4.07M
|
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.32KNew |
$535K - $617K
|
2.32K
$754K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
2.29K+ 9.83% |
$528K - $609K
|
25.6K
$8.31M
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.11K+ 13.27% |
$486K - $561K
|
18K
$5.85M
|
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.1KNew |
$484K - $559K
|
2.1K
$682K
|
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.04KNew |
$469K - $542K
|
2.04K
$662K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2K+ 9.27% |
$462K - $533K
|
23.6K
$7.67M
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.95K+ 9.93% |
$450K - $519K
|
21.6K
$7.03M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
1.93KNew |
$444K - $512K
|
1.93K
$626K
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
1.92KNew |
$443K - $512K
|
1.92K
$625K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.87K+ 181.24% |
$432K - $499K
|
2.91K
$945K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.87KNew |
$431K - $498K
|
1.87K
$608K
|
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.84K+ 300.16% |
$425K - $490K
|
2.46K
$798K
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.84KNew |
$425K - $490K
|
1.84K
$599K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
1.74K+ 19.42% |
$400K - $462K
|
10.7K
$3.47M
|
|
|
Apr 14, 2022
Q1 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
1.72K+ 1.96% |
$397K - $459K
|
89.7K
$29.2M
|
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.71KNew |
$394K - $455K
|
1.71K
$555K
|
|
|
May 11, 2022
Q1 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1.69K+ 0.98% |
$388K - $448K
|
173K
$56.2M
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.67K+ 6.36% |
$384K - $444K
|
27.9K
$9.06M
|
|
|
May 13, 2022
Q1 2022
|
St. Louis Trust CO
|
BUY
|
- |
1.66K+ 1.11% |
$382K - $441K
|
151K
$49M
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
1.65KNew |
$380K - $439K
|
1.65K
$536K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
1.64K+ 1.81% |
$378K - $436K
|
92.2K
$30M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.63K+ 6.64% |
$375K - $433K
|
26.1K
$8.49M
|
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.62K+ 1.44% |
$373K - $430K
|
114K
$37.1M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.61K+ 1.53% |
$371K - $428K
|
107K
$34.8M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
1.59K+ 3.27% |
$367K - $424K
|
50.3K
$16.3M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.54KNew |
$355K - $410K
|
1.54K
$501K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.48K+ 93.3% |
$340K - $393K
|
3.06K
$993K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.45KNew |
$334K - $386K
|
1.45K
$471K
|
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 9.79% |
$332K - $383K
|
16.2K
$5.25M
|
|
|
May 16, 2022
Q1 2022
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
1.44K+ 2.97% |
$332K - $383K
|
49.9K
$16.2M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.4K+ 0.81% |
$323K - $373K
|
174K
$56.6M
|
|
|
May 12, 2022
Q1 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.39KNew |
$321K - $370K
|
1.39K
$452K
|