Purchases and Sales Made in Q3 2021 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2021
Q3 2021
|
Emerson Wealth, LLC
|
SELL
|
- |
-1.85K- 0.43% |
$442K - $471K
|
423K
$141M
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.93K- 1.1% |
$461K - $492K
|
173K
$57.5M
|
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.96KClosed |
$470K - $502K
|
0
$0
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.13K- 0.64% |
$510K - $544K
|
329K
$109M
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.14K- 2.49% |
$511K - $546K
|
83.8K
$27.8M
|
|
|
Oct 21, 2021
Q3 2021
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-2.18K- 0.78% |
$521K - $556K
|
279K
$92.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.25K- 36.72% |
$539K - $575K
|
3.88K
$1.29M
|
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-2.26K- 5.42% |
$542K - $578K
|
39.5K
$13.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.32K- 75.83% |
$555K - $592K
|
739
$245K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.37K- 2.12% |
$566K - $604K
|
109K
$36.2M
|
|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.41KClosed |
$576K - $615K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.43K- 42.66% |
$581K - $620K
|
3.27K
$1.08M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.47K- 3.9% |
$592K - $632K
|
60.9K
$20.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.52K- 14.72% |
$603K - $644K
|
14.6K
$4.85M
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.54KClosed |
$608K - $649K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.55K- 7.19% |
$610K - $651K
|
32.9K
$10.9M
|
|
|
Oct 13, 2021
Q3 2021
|
Churchill Management Corp
|
SELL
|
- |
-2.66K- 0.33% |
$636K - $679K
|
811K
$269M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2.78K- 3.43% |
$664K - $709K
|
78.2K
$26M
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
SELL
|
- |
-2.92K- 1.95% |
$699K - $746K
|
147K
$48.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-2.92K- 2.24% |
$700K - $747K
|
128K
$42.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Abundance Wealth Counselors
|
SELL
|
- |
-3.18KClosed |
$760K - $811K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.2K- 3.61% |
$766K - $818K
|
85.5K
$28.4M
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-3.37KClosed |
$807K - $861K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-3.41K- 4.6% |
$817K - $872K
|
70.8K
$23.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Members Trust CO
|
SELL
|
- |
-3.71K- 50.0% |
$887K - $947K
|
3.71K
$1.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-3.76K- 6.33% |
$901K - $961K
|
55.6K
$18.5M
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-4.02K- 38.2% |
$962K - $1.03M
|
6.5K
$2.16M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.04KClosed |
$966K - $1.03M
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.04KClosed |
$968K - $1.03M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-4.07K- 3.59% |
$974K - $1.04M
|
109K
$36.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-4.08K- 8.84% |
$977K - $1.04M
|
42.1K
$14M
|
|
|
Oct 29, 2021
Q3 2021
|
Opus Capital Group, LLC
|
SELL
|
- |
-4.15K- 4.59% |
$994K - $1.06M
|
86.2K
$28.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.3K- 17.29% |
$1.03M - $1.1M
|
20.6K
$6.83M
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.37K- 3.08% |
$1.05M - $1.12M
|
138K
$45.7M
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-4.59K- 0.76% |
$1.1M - $1.17M
|
599K
$199M
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-4.68K- 4.32% |
$1.12M - $1.2M
|
104K
$34.4M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-4.8K- 0.23% |
$1.15M - $1.23M
|
2.07M
$688M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-5.06K- 3.08% |
$1.21M - $1.29M
|
159K
$52.8M
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-5.1K- 2.12% |
$1.22M - $1.3M
|
236K
$78.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-5.18KClosed |
$1.24M - $1.32M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.18KClosed |
$1.24M - $1.32M
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.3KClosed |
$1.27M - $1.35M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Campion Asset Management
|
SELL
|
- |
-5.41K- 10.04% |
$1.29M - $1.38M
|
48.5K
$16.1M
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.61K- 72.75% |
$1.58M - $1.69M
|
2.47K
$822K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-6.74K- 36.67% |
$1.61M - $1.72M
|
11.6K
$3.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.87K- 1.68% |
$1.64M - $1.75M
|
401K
$133M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.99K- 3.29% |
$1.67M - $1.79M
|
206K
$68.4M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.08K- 26.75% |
$1.69M - $1.81M
|
19.4K
$6.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-7.12K- 13.51% |
$1.7M - $1.82M
|
45.5K
$15.1M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.2K- 28.65% |
$1.72M - $1.84M
|
17.9K
$5.95M
|