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 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
182+ 5.86% |
$41.9K - $48.4K
|
3.29K
$1.07M
|
|
|
May 11, 2022
Q1 2022
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
180+ 0.23% |
$41.5K - $47.9K
|
78.8K
$25.6M
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
180+ 5.99% |
$41.5K - $47.9K
|
3.18K
$1.03M
|
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
BUY
|
- |
175+ 0.58% |
$40.3K - $46.6K
|
30.4K
$9.88M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
167+ 8.5% |
$38.5K - $44.4K
|
2.13K
$692K
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
166+ 3.03% |
$38.3K - $44.2K
|
5.64K
$1.83M
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
166+ 0.48% |
$38.3K - $44.2K
|
35K
$11.4M
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
165+ 6.45% |
$38K - $43.9K
|
2.72K
$885K
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
BUY
|
- |
165+ 2.78% |
$38K - $43.9K
|
6.09K
$1.98M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
155+ 2.71% |
$35.7K - $41.2K
|
5.89K
$1.91M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
155+ 2.71% |
$35.7K - $41.2K
|
5.89K
$1.91M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
153+ 15.27% |
$35.3K - $40.7K
|
1.16K
$375K
|
|
|
May 16, 2022
Q1 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
152+ 0.26% |
$35K - $40.4K
|
58.2K
$18.9M
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
151+ 75.12% |
$34.8K - $40.2K
|
352
$114K
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
131New |
$30.2K - $34.9K
|
131
$42.6K
|
|
|
Apr 18, 2022
Q1 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
130+ 2.07% |
$30K - $34.6K
|
6.4K
$2.08M
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
129+ 3.72% |
$29.7K - $34.3K
|
3.6K
$1.17M
|
|
|
May 17, 2022
Q1 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
125New |
$28.8K - $33.3K
|
125
$40.6K
|
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
121+ 15.24% |
$27.9K - $32.2K
|
915
$297K
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
120+ 25.0% |
$27.7K - $31.9K
|
600
$195K
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
118+ 0.26% |
$27.2K - $31.4K
|
45.5K
$14.8M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
115+ 0.12% |
$26.5K - $30.6K
|
97.3K
$31.6M
|
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
106+ 3.83% |
$24.4K - $28.2K
|
2.87K
$934K
|
|
|
Apr 08, 2022
Q1 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
104+ 9.41% |
$24K - $27.7K
|
1.21K
$393K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
95+ 44.6% |
$21.9K - $25.3K
|
308
$100K
|
|
|
May 09, 2022
Q1 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
91+ 1.86% |
$21K - $24.2K
|
4.99K
$1.62M
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
86+ 2.77% |
$19.8K - $22.9K
|
3.19K
$1.04M
|
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
81New |
$18.7K - $21.6K
|
81
$26.3K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
76+ 0.66% |
$17.5K - $20.2K
|
11.5K
$3.74M
|
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
75+ 9.73% |
$17.3K - $20K
|
846
$275K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
73+ 0.14% |
$16.8K - $19.4K
|
50.6K
$16.4M
|
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
72+ 5.58% |
$16.6K - $19.2K
|
1.36K
$443K
|
|
|
May 02, 2022
Q1 2022
|
Next Capital Management LLC
|
BUY
|
- |
72+ 1.41% |
$16.6K - $19.2K
|
5.18K
$1.68M
|
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
BUY
|
- |
70+ 0.43% |
$16.1K - $18.6K
|
16.3K
$5.29M
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
67+ 43.23% |
$15.4K - $17.8K
|
222
$72.1K
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
66+ 0.26% |
$15.2K - $17.6K
|
25.2K
$8.2M
|
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
64+ 0.87% |
$14.8K - $17K
|
7.41K
$2.41M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
63+ 2.93% |
$14.5K - $16.8K
|
2.21K
$718K
|
|
|
Apr 12, 2022
Q1 2022
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
60New |
$13.8K - $16K
|
60
$19.5K
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
55+ 1.05% |
$12.7K - $14.6K
|
5.31K
$1.72M
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
49+ 1.31% |
$11.3K - $13K
|
3.8K
$1.23M
|
|
|
May 09, 2022
Q1 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
49+ 4.15% |
$11.3K - $13K
|
1.23K
$400K
|
|
|
May 09, 2022
Q1 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
47+ 0.29% |
$10.8K - $12.5K
|
16.3K
$5.29M
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
45New |
$10.4K - $12K
|
45
$14.6K
|
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
BUY
|
- |
43+ 0.7% |
$9.91K - $11.4K
|
6.18K
$2.01M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
41+ 0.78% |
$9.45K - $10.9K
|
5.31K
$1.72M
|
|
|
May 04, 2022
Q1 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
38+ 0.3% |
$8.76K - $10.1K
|
12.7K
$4.12M
|
|
|
Apr 11, 2022
Q1 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
37+ 2.3% |
$8.53K - $9.85K
|
1.65K
$535K
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
BUY
|
- |
36+ 0.3% |
$8.3K - $9.58K
|
12K
$3.9M
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
36+ 3.52% |
$8.3K - $9.58K
|
1.06K
$344K
|