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
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-101- 5.53% |
$24.2K - $25.8K
|
1.73K
$574K
|
|
Nov 09, 2021
Q3 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-101- 3.06% |
$24.2K - $25.8K
|
3.2K
$1.06M
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-104- 0.81% |
$24.9K - $26.6K
|
12.7K
$4.23M
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-106- 10.23% |
$25.4K - $27.1K
|
930
$309K
|
|
Oct 19, 2021
Q3 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-110- 1.22% |
$26.3K - $28.1K
|
8.9K
$2.95M
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
SELL
|
- |
-115- 0.69% |
$27.5K - $29.4K
|
16.7K
$5.53M
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-116- 3.56% |
$27.8K - $29.6K
|
3.14K
$1.04M
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-122- 2.23% |
$29.2K - $31.2K
|
5.35K
$1.78M
|
|
Nov 05, 2021
Q3 2021
|
Daniels&Tansey,Llp
|
SELL
|
- |
-123- 0.26% |
$29.4K - $31.4K
|
46.3K
$15.4M
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-125- 2.0% |
$29.9K - $31.9K
|
6.12K
$2.03M
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-127- 2.07% |
$30.4K - $32.4K
|
6.01K
$2M
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-130- 6.99% |
$31.1K - $33.2K
|
1.73K
$575K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-131- 1.33% |
$31.4K - $33.5K
|
9.69K
$3.22M
|
|
Nov 04, 2021
Q3 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-135- 0.53% |
$32.3K - $34.5K
|
25.3K
$8.41M
|
|
Oct 21, 2021
Q3 2021
|
Financial Services Advisory Inc
|
SELL
|
- |
-137- 3.87% |
$32.8K - $35K
|
3.41K
$1.13M
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-142- 2.51% |
$34K - $36.3K
|
5.52K
$1.83M
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-144- 14.24% |
$34.5K - $36.8K
|
867
$288K
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-149Closed |
$35.7K - $38.1K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-151- 0.16% |
$36.1K - $38.6K
|
96.9K
$32.2M
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-154- 6.34% |
$36.9K - $39.3K
|
2.28K
$756K
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-155- 1.16% |
$37.1K - $39.6K
|
13.2K
$4.4M
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-155- 7.76% |
$37.1K - $39.6K
|
1.84K
$612K
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-167- 0.77% |
$40K - $42.7K
|
21.6K
$7.18M
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-180- 4.2% |
$43.1K - $46K
|
4.11K
$1.36M
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-184- 0.53% |
$44K - $47K
|
34.3K
$11.4M
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-190- 12.93% |
$45.5K - $48.5K
|
1.28K
$425K
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-191- 0.44% |
$45.7K - $48.8K
|
43.7K
$14.5M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-196- 4.97% |
$46.9K - $50.1K
|
3.74K
$1.24M
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-200- 1.66% |
$47.9K - $51.1K
|
11.8K
$3.93M
|
|
Oct 29, 2021
Q3 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-201- 2.63% |
$48.1K - $51.3K
|
7.43K
$2.47M
|
|
Nov 03, 2021
Q3 2021
|
West Coast Financial LLC
|
SELL
|
- |
-202- 1.97% |
$48.3K - $51.6K
|
10K
$3.33M
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-208- 3.66% |
$49.8K - $53.1K
|
5.48K
$1.82M
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-209- 9.84% |
$50K - $53.4K
|
1.92K
$636K
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
SELL
|
- |
-215- 5.32% |
$51.5K - $54.9K
|
3.83K
$1.27M
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
SELL
|
- |
-220- 0.92% |
$52.7K - $56.2K
|
23.6K
$7.83M
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-220- 2.11% |
$52.7K - $56.2K
|
10.2K
$3.4M
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-220- 1.26% |
$52.7K - $56.2K
|
17.3K
$5.74M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-225- 6.75% |
$53.8K - $57.5K
|
3.11K
$1.03M
|
|
Nov 12, 2021
Q3 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-225- 1.11% |
$53.8K - $57.5K
|
20K
$6.66M
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-238- 4.57% |
$57K - $60.8K
|
4.98K
$1.65M
|
|
Nov 15, 2021
Q3 2021
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-240- 2.09% |
$57.4K - $61.3K
|
11.2K
$3.73M
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-241- 0.35% |
$57.7K - $61.6K
|
69.4K
$23M
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-242- 5.08% |
$57.9K - $61.8K
|
4.52K
$1.5M
|
|
Nov 08, 2021
Q3 2021
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-247- 0.49% |
$59.1K - $63.1K
|
49.9K
$16.6M
|
|
Nov 01, 2021
Q3 2021
|
Lee Danner & Bass Inc
|
SELL
|
- |
-250- 5.95% |
$59.8K - $63.9K
|
3.96K
$1.31M
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-253- 3.16% |
$60.5K - $64.6K
|
7.76K
$2.58M
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-254- 2.45% |
$60.8K - $64.9K
|
10.1K
$3.36M
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-255- 6.46% |
$61K - $65.1K
|
3.69K
$1.23M
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
SELL
|
- |
-255- 0.72% |
$61K - $65.1K
|
35K
$11.6M
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-260- 8.51% |
$62.2K - $66.4K
|
2.8K
$929K
|