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 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-28- 0.22% |
$6.7K - $7.15K
|
12.8K
$4.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-29- 1.3% |
$6.94K - $7.41K
|
2.2K
$732K
|
|
|
Oct 14, 2021
Q3 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-30- 0.29% |
$7.18K - $7.66K
|
10.3K
$3.43M
|
|
|
Oct 13, 2021
Q3 2021
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-30- 1.72% |
$7.18K - $7.66K
|
1.71K
$568K
|
|
|
Nov 01, 2021
Q3 2021
|
Neumann Capital Management, LLC
|
SELL
|
- |
-30- 0.6% |
$7.18K - $7.66K
|
4.95K
$1.64M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-31- 0.98% |
$7.42K - $7.92K
|
3.12K
$1.04M
|
|
|
Oct 20, 2021
Q3 2021
|
Clarity Financial LLC
|
SELL
|
- |
-33- 0.73% |
$7.9K - $8.43K
|
4.49K
$1.49M
|
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-34- 0.39% |
$8.14K - $8.68K
|
8.75K
$2.91M
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-34- 12.83% |
$8.14K - $8.68K
|
231
$76.7K
|
|
|
Nov 03, 2021
Q3 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-35- 0.8% |
$8.38K - $8.94K
|
4.36K
$1.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-35- 1.51% |
$8.38K - $8.94K
|
2.29K
$760K
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-37- 0.11% |
$8.85K - $9.45K
|
34.3K
$11.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-40- 2.71% |
$9.57K - $10.2K
|
1.43K
$476K
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-40- 1.26% |
$9.57K - $10.2K
|
3.15K
$1.04M
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
SELL
|
- |
-40- 1.73% |
$9.57K - $10.2K
|
2.28K
$756K
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
SELL
|
- |
-40- 0.77% |
$9.57K - $10.2K
|
5.14K
$1.71M
|
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-40- 3.33% |
$9.57K - $10.2K
|
1.16K
$385K
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
SELL
|
- |
-40- 2.36% |
$9.57K - $10.2K
|
1.66K
$550K
|
|
|
Nov 01, 2021
Q3 2021
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-40- 1.81% |
$9.57K - $10.2K
|
2.17K
$722K
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-44- 0.3% |
$10.5K - $11.2K
|
14.5K
$4.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-47Closed |
$11.2K - $12K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-50- 2.93% |
$12K - $12.8K
|
1.66K
$550K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-50Closed |
$12K - $12.8K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-51- 5.66% |
$12.2K - $13K
|
850
$282K
|
|
|
Oct 15, 2021
Q3 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-52- 5.66% |
$12.4K - $13.3K
|
867
$288K
|
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-52- 5.63% |
$12.4K - $13.3K
|
871
$289K
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-53- 6.31% |
$12.7K - $13.5K
|
787
$261K
|
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
SELL
|
- |
-54- 0.46% |
$12.9K - $13.8K
|
11.6K
$3.84M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-55- 1.05% |
$13.2K - $14K
|
5.2K
$1.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-57- 1.28% |
$13.6K - $14.6K
|
4.39K
$1.46M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-58- 1.75% |
$13.9K - $14.8K
|
3.25K
$1.08M
|
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-60- 0.5% |
$14.4K - $15.3K
|
11.9K
$3.95M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-67- 1.58% |
$16K - $17.1K
|
4.17K
$1.38M
|
|
|
Nov 02, 2021
Q3 2021
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-68- 2.37% |
$16.3K - $17.4K
|
2.8K
$931K
|
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-71- 1.74% |
$17K - $18.1K
|
4.02K
$1.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-72- 1.38% |
$17.2K - $18.4K
|
5.13K
$1.7M
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-73- 0.9% |
$17.5K - $18.6K
|
8.02K
$2.66M
|
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-75- 0.96% |
$17.9K - $19.2K
|
7.76K
$2.58M
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-78- 2.51% |
$18.7K - $19.9K
|
3.03K
$1M
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
SELL
|
- |
-80- 2.11% |
$19.1K - $20.4K
|
3.7K
$1.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-80- 0.74% |
$19.1K - $20.4K
|
10.7K
$3.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-81- 3.2% |
$19.4K - $20.7K
|
2.45K
$814K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-81- 5.21% |
$19.4K - $20.7K
|
1.47K
$489K
|
|
|
Oct 25, 2021
Q3 2021
|
Palisade Asset Management, LLC
|
SELL
|
- |
-85- 2.95% |
$20.3K - $21.7K
|
2.8K
$930K
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-86- 0.69% |
$20.6K - $22K
|
12.3K
$4.09M
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-89- 2.12% |
$21.3K - $22.7K
|
4.12K
$1.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-97- 6.69% |
$23.2K - $24.8K
|
1.35K
$449K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
SELL
|
- |
-100- 5.54% |
$23.9K - $25.5K
|
1.71K
$567K
|
|
|
Oct 26, 2021
Q3 2021
|
Ifg Advisors, LLC
|
SELL
|
- |
-101- 7.06% |
$24.2K - $25.8K
|
1.33K
$442K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-101- 5.01% |
$24.2K - $25.8K
|
1.91K
$635K
|