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 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5+ 0.21% |
$1.15K - $1.33K
|
2.35K
$765K
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4+ 0.01% |
$922 - $1.06K
|
34.4K
$11.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 0.1% |
$922 - $1.06K
|
4.21K
$1.37M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4+ 0.09% |
$922 - $1.06K
|
4.27K
$1.39M
|
|
|
May 11, 2022
Q1 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4+ 0.35% |
$922 - $1.06K
|
1.14K
$371K
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
4+ 0.29% |
$922 - $1.06K
|
1.39K
$453K
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4+ 0.24% |
$922 - $1.06K
|
1.65K
$536K
|
|
|
May 12, 2022
Q1 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
4+ 0.37% |
$922 - $1.06K
|
1.08K
$351K
|
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.3% |
$691 - $798
|
1.01K
$328K
|
|
|
Apr 29, 2022
Q1 2022
|
Aaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.26% |
$691 - $798
|
1.17K
$379K
|
|
|
May 10, 2022
Q1 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
3+ 0.32% |
$691 - $798
|
955
$310K
|
|
|
May 10, 2022
Q1 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
2+ 0.05% |
$461 - $532
|
4.06K
$1.32M
|
|
|
May 04, 2022
Q1 2022
|
Freedom Day Solutions, LLC
|
BUY
|
- |
2+ 0.25% |
$461 - $532
|
813
$264K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2+ 0.31% |
$461 - $532
|
647
$210K
|
|
|
May 16, 2022
Q1 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$230 - $266
|
1.11K
$361K
|
|
|
Apr 19, 2022
Q1 2022
|
Jb Capital LLC
|
BUY
|
- |
1+ 0.12% |
$230 - $266
|
844
$274K
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1+ 0.0% |
$230 - $266
|
30.3K
$9.85M
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$230 - $266
|
4.01K
$1.3M
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.14% |
$230 - $266
|
712
$231K
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1+ 0.05% |
$230 - $266
|
1.87K
$609K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 0.2% |
$230 - $266
|
511
$166K
|
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
1+ 0.04% |
$230 - $266
|
2.29K
$745K
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.58% |
$230 - $266
|
174
$56.5K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.38% |
$230 - $266
|
263
$85.5K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.1% |
$230 - $266
|
960
$312K
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.03% |
$230 - $266
|
3.47K
$1.13M
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3- 0.12% |
$691 - $798
|
2.57K
$834K
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-4Closed |
$922 - $1.06K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6- 1.88% |
$1.38K - $1.6K
|
313
$102K
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-7- 0.16% |
$1.61K - $1.86K
|
4.39K
$1.43M
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-8- 0.74% |
$1.84K - $2.13K
|
1.07K
$347K
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-8- 47.06% |
$1.84K - $2.13K
|
9
$2.92K
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-8- 0.1% |
$1.84K - $2.13K
|
8.37K
$2.72M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-9Closed |
$2.07K - $2.39K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-10Closed |
$2.3K - $2.66K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.66% |
$2.3K - $2.66K
|
1.5K
$488K
|
|
|
Apr 15, 2022
Q1 2022
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-10- 0.12% |
$2.3K - $2.66K
|
8.49K
$2.76M
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10- 0.47% |
$2.3K - $2.66K
|
2.12K
$690K
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-12- 0.36% |
$2.77K - $3.19K
|
3.37K
$1.09M
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-12- 2.0% |
$2.77K - $3.19K
|
587
$191K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-13Closed |
$3K - $3.46K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-14- 5.3% |
$3.23K - $3.73K
|
250
$81.2K
|
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-14- 0.16% |
$3.23K - $3.73K
|
8.73K
$2.84M
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-16- 1.22% |
$3.69K - $4.26K
|
1.3K
$421K
|
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-16- 0.4% |
$3.69K - $4.26K
|
4.01K
$1.3M
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-16- 16.49% |
$3.69K - $4.26K
|
81
$26.3K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16- 0.35% |
$3.69K - $4.26K
|
4.61K
$1.5M
|
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-16- 0.13% |
$3.69K - $4.26K
|
12.5K
$4.05M
|
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-16- 1.27% |
$3.69K - $4.26K
|
1.24K
$403K
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
SELL
|
- |
-17- 0.11% |
$3.92K - $4.52K
|
15.9K
$5.15M
|