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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
43+ 0.34% |
$10.3K - $11K
|
12.6K
$4.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
42+ 1.67% |
$10.1K - $10.7K
|
2.56K
$849K
|
|
|
Oct 12, 2021
Q3 2021
|
17 Capital Partners, LLC
|
BUY
|
- |
40+ 1.33% |
$9.57K - $10.2K
|
3.05K
$1.01M
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
40+ 13.25% |
$9.57K - $10.2K
|
342
$114K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
40+ 0.46% |
$9.57K - $10.2K
|
8.65K
$2.87M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
39+ 0.41% |
$9.33K - $9.96K
|
9.52K
$3.16M
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
39+ 1.83% |
$9.33K - $9.96K
|
2.17K
$720K
|
|
|
Nov 04, 2021
Q3 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
38+ 1.8% |
$9.09K - $9.71K
|
2.15K
$715K
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
38+ 0.32% |
$9.09K - $9.71K
|
12K
$4M
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
35+ 2.22% |
$8.38K - $8.94K
|
1.61K
$536K
|
|
|
Nov 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
32New |
$7.66K - $8.17K
|
32
$10.6K
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
32New |
$7.66K - $8.17K
|
32
$10.6K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
31+ 1.99% |
$7.42K - $7.92K
|
1.59K
$529K
|
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
BUY
|
- |
30New |
$7.18K - $7.66K
|
30
$9.96K
|
|
|
Dec 06, 2021
Q3 2021
|
Fullen Financial Group
|
BUY
|
- |
29+ 0.35% |
$6.94K - $7.41K
|
8.36K
$2.78M
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
25+ 1.08% |
$5.98K - $6.39K
|
2.34K
$778K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
22+ 0.73% |
$5.27K - $5.62K
|
3.02K
$1M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22+ 1.6% |
$5.27K - $5.62K
|
1.39K
$463K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
21New |
$5.03K - $5.36K
|
21
$6.97K
|
|
|
Oct 25, 2021
Q3 2021
|
Cfm Wealth Partners LLC
|
BUY
|
- |
21+ 0.18% |
$5.03K - $5.36K
|
11.7K
$3.89M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
20+ 9.57% |
$4.79K - $5.11K
|
229
$76K
|
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
20+ 0.31% |
$4.79K - $5.11K
|
6.38K
$2.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
18+ 0.24% |
$4.31K - $4.6K
|
7.54K
$2.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
BUY
|
- |
18+ 0.08% |
$4.31K - $4.6K
|
21.5K
$7.15M
|
|
|
Nov 01, 2021
Q3 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
17+ 0.62% |
$4.07K - $4.34K
|
2.77K
$919K
|
|
|
Nov 15, 2021
Q3 2021
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
16+ 1.7% |
$3.83K - $4.09K
|
956
$317K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 25.0% |
$3.35K - $3.58K
|
70
$23.2K
|
|
|
Oct 18, 2021
Q3 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
13+ 0.47% |
$3.11K - $3.32K
|
2.79K
$927K
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13+ 0.55% |
$3.11K - $3.32K
|
2.39K
$792K
|
|
|
Nov 12, 2021
Q3 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
11+ 0.35% |
$2.63K - $2.81K
|
3.16K
$1.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
9+ 0.35% |
$2.15K - $2.3K
|
2.55K
$848K
|
|
|
Oct 26, 2021
Q3 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
8+ 0.26% |
$1.91K - $2.04K
|
3.08K
$1.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
6+ 0.28% |
$1.44K - $1.53K
|
2.14K
$709K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
6+ 0.18% |
$1.44K - $1.53K
|
3.43K
$1.14M
|
|
|
Oct 26, 2021
Q3 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
4+ 0.27% |
$957 - $1.02K
|
1.5K
$498K
|
|
|
Oct 25, 2021
Q3 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
4+ 0.35% |
$957 - $1.02K
|
1.13K
$376K
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4+ 0.27% |
$957 - $1.02K
|
1.47K
$489K
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
4+ 0.09% |
$957 - $1.02K
|
4.4K
$1.46M
|
|
|
Jan 12, 2022
Q3 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
4New |
$957 - $1.02K
|
4
$1.33K
|
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4+ 0.4% |
$957 - $1.02K
|
1.02K
$337K
|
|
|
Oct 28, 2021
Q3 2021
|
Aaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.26% |
$718 - $766
|
1.16K
$386K
|
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
3+ 0.09% |
$718 - $766
|
3.37K
$1.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.3% |
$718 - $766
|
1K
$333K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2+ 0.28% |
$479 - $511
|
709
$235K
|
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2+ 0.15% |
$479 - $511
|
1.3K
$431K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2+ 0.13% |
$479 - $511
|
1.56K
$517K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2New |
$479 - $511
|
2
$664
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
2+ 0.14% |
$479 - $511
|
1.47K
$489K
|
|
|
Oct 26, 2021
Q3 2021
|
Calamos Advisors LLC
|
BUY
|
- |
2+ 0.21% |
$479 - $511
|
939
$312K
|
|
|
Nov 03, 2021
Q3 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2+ 0.02% |
$479 - $511
|
8.23K
$2.73M
|