Purchases and Sales Made in Q3 2021 in Ishares Tr Russell 1000 ETF (IWB)

IWB Quotes by TradingView

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
Nov 09, 2021 Q3 2021
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
887
New
$212K - $227K
887 $295K
Nov 12, 2021 Q3 2021
Petix & Botte CO

BUY
 -
882
New
$211K - $225K
882 $293K
Nov 12, 2021 Q3 2021
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
866
+ 3.42%
$207K - $221K
26.2K $8.71M
Dec 08, 2021 Q3 2021
Jb Capital LLC

BUY
 -
844
New
$202K - $216K
844 $280K
Nov 09, 2021 Q3 2021
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
835
New
$200K - $213K
835 $277K
Nov 12, 2021 Q3 2021
Mai Capital Management

BUY
 -
803
+ 2.48%
$192K - $205K
33.2K $11M
Nov 15, 2021 Q3 2021
Covington Capital Management

BUY
 -
773
+ 12.68%
$185K - $197K
6.87K $2.28M
Nov 12, 2021 Q3 2021
Beaumont Financial Partners, LLC

BUY
 -
732
+ 0.65%
$175K - $187K
114K $37.8M
Nov 08, 2021 Q3 2021
Plante Moran Financial Advisors, LLC

BUY
 -
720
+ 93.75%
$172K - $184K
1.49K $494K
Oct 07, 2021 Q3 2021
ETF Portfolio Partners, Inc.

BUY
 -
704
+ 0.5%
$168K - $180K
141K $46.9M
Nov 02, 2021 Q3 2021
Capital Wealth Alliance, LLC

BUY
 -
667
+ 3.49%
$160K - $170K
19.8K $6.56M
Nov 12, 2021 Q3 2021
Rosenblum Silverman Sutton S F Inc

San Francisco, CA
BUY
 -
635
+ 8.9%
$152K - $162K
7.77K $2.58M
Oct 13, 2021 Q3 2021
Hollencrest Capital Management

BUY
 -
627
+ 2.28%
$150K - $160K
28.2K $9.35M
Nov 15, 2021 Q3 2021
London CO Of Virginia

Richmond, VA
BUY
 -
626
+ 71.71%
$150K - $160K
1.5K $498K
Nov 12, 2021 Q3 2021
Horizon Investment Services, LLC

Hammond, IN
BUY
 -
554
+ 5.94%
$133K - $142K
9.89K $3.28M
Oct 18, 2021 Q3 2021
Asset Dedication, LLC

BUY
 -
544
+ 9.61%
$130K - $139K
6.21K $2.06M
Nov 09, 2021 Q3 2021
Ieq Capital, LLC

BUY
 -
527
+ 0.55%
$126K - $135K
95.5K $31.7M
Oct 29, 2021 Q3 2021
Round Table Services, LLC

BUY
 -
514
+ 1.4%
$123K - $131K
37.3K $12.4M
Nov 12, 2021 Q3 2021
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
487
+ 10.72%
$117K - $124K
5.03K $1.67M
Nov 08, 2021 Q3 2021
New Square Capital LLC

BUY
 -
485
+ 2.19%
$116K - $124K
22.6K $7.51M
Oct 22, 2021 Q3 2021
Global Retirement Partners, LLC

BUY
 -
475
+ 18.89%
$114K - $121K
2.99K $993K
Nov 10, 2021 Q3 2021
South State Corp

BUY
 -
446
New
$107K - $114K
446 $148K
Nov 02, 2021 Q3 2021
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
436
+ 6.95%
$104K - $111K
6.71K $2.23M
Nov 04, 2021 Q3 2021
Pfg Private Wealth Management, LLC

BUY
 -
434
New
$104K - $111K
434 $144K
Nov 04, 2021 Q3 2021
Abbrea Capital, LLC

BUY
 -
434
+ 6.24%
$104K - $111K
7.39K $2.45M
Nov 08, 2021 Q3 2021
Keybank National Association

BUY
 -
423
+ 8.46%
$101K - $108K
5.42K $1.8M
Oct 01, 2021 Q3 2021
Orrstown Financial Services Inc

Shippensburg, PA
BUY
 -
420
+ 3.65%
$101K - $107K
11.9K $3.96M
Nov 12, 2021 Q3 2021
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
402
+ 27.9%
$96.2K - $103K
1.84K $612K
Nov 04, 2021 Q3 2021
Mather Group, Llc.

Chicago, IL
BUY
 -
388
+ 8.06%
$92.9K - $99.1K
5.2K $1.73M
Nov 12, 2021 Q3 2021
Evoke Wealth, LLC

BUY
 -
361
+ 2.9%
$86.4K - $92.2K
12.8K $4.26M
Apr 19, 2022 Q3 2021
Stegner Investment Associates Inc.

BUY
 -
359
+ 1.32%
$85.9K - $91.7K
27.6K $9.18M
Nov 08, 2021 Q3 2021
Montag A & Associates Inc

Atlanta, GA
BUY
 -
346
+ 0.5%
$82.8K - $88.4K
70.2K $23.3M
Nov 04, 2021 Q3 2021
Hancock Whitney Corp

BUY
 -
331
+ 5.5%
$79.2K - $84.5K
6.35K $2.11M
Nov 08, 2021 Q3 2021
Usa Financial Portformulas Corp

Ada, MI
BUY
 -
324
+ 24.31%
$77.5K - $82.8K
1.66K $550K
Nov 01, 2021 Q3 2021
Xml Financial, LLC

BUY
 -
324
+ 0.41%
$77.5K - $82.8K
78.8K $26.2M
Oct 14, 2021 Q3 2021
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
320
+ 13.06%
$76.6K - $81.7K
2.77K $920K
Nov 15, 2021 Q3 2021
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
305
New
$73K - $77.9K
305 $101K
Oct 21, 2021 Q3 2021
Ellis Investment Partners, LLC

BUY
 -
303
+ 4.74%
$72.5K - $77.4K
6.69K $2.22M
Oct 18, 2021 Q3 2021
Sabal Trust CO

BUY
 -
300
+ 5.5%
$71.8K - $76.6K
5.76K $1.91M
Oct 19, 2021 Q3 2021
Blb&B Advisors, LLC

BUY
 -
300
+ 9.91%
$71.8K - $76.6K
3.33K $1.1M
Oct 21, 2021 Q3 2021
Sound View Wealth Advisors Group, LLC

BUY
 -
297
+ 5.84%
$71.1K - $75.9K
5.39K $1.79M
Oct 14, 2021 Q3 2021
Forvis Wealth Advisors, LLC

BUY
 -
268
+ 1.73%
$64.1K - $68.5K
15.8K $5.24M
Nov 02, 2021 Q3 2021
Sage Private Wealth Group, LLC

BUY
 -
267
+ 0.32%
$63.9K - $68.2K
84.8K $28.1M
Nov 16, 2021 Q3 2021
Atria Investments LLC

Charlotte, NC
BUY
 -
260
+ 4.07%
$62.2K - $66.4K
6.65K $2.21M
Oct 18, 2021 Q3 2021
Umb Bank, N.A.

BUY
 -
248
+ 0.57%
$59.4K - $63.3K
43.5K $14.5M
Nov 10, 2021 Q3 2021
Cx Institutional

BUY
 -
245
New
$58.6K - $62.6K
245 $81.4K
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
240
+ 2.45%
$57.4K - $61.3K
10K $3.33M
Oct 28, 2021 Q3 2021
Endurance Wealth Management, Inc.

BUY
 -
240
+ 300.0%
$57.4K - $61.3K
320 $106K
Oct 13, 2021 Q3 2021
Nadler Financial Group, Inc.

BUY
 -
240
+ 7.13%
$57.4K - $61.3K
3.61K $1.2M

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