Purchases and Sales Made in Q4 2021 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$241 - $266
|
2.36K
$780K
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.74% |
$241 - $266
|
136
$45K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.01% |
$241 - $266
|
8.38K
$2.77M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 0.04% |
$241 - $266
|
2.56K
$845K
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1+ 0.08% |
$241 - $266
|
1.3K
$429K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
1+ 0.03% |
$241 - $266
|
3.4K
$1.12M
|
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
SELL
|
- |
-1- 0.12% |
$241 - $266
|
843
$279K
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-1- 0.01% |
$241 - $266
|
11.4K
$3.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2Closed |
$483 - $532
|
0
$0
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-3- 0.03% |
$724 - $798
|
8.75K
$2.89M
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-4- 0.1% |
$965 - $1.06K
|
4.11K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
SELL
|
- |
-4- 0.03% |
$965 - $1.06K
|
14.7K
$4.85M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-7- 0.18% |
$1.69K - $1.86K
|
3.94K
$1.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8- 0.31% |
$1.93K - $2.13K
|
2.57K
$850K
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-8- 0.02% |
$1.93K - $2.13K
|
39.4K
$13M
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-10- 0.03% |
$2.41K - $2.66K
|
39.4K
$13M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-10- 0.3% |
$2.41K - $2.66K
|
3.28K
$1.09M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-10- 0.31% |
$2.41K - $2.66K
|
3.25K
$1.07M
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-10- 1.06% |
$2.41K - $2.66K
|
934
$309K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-10- 1.06% |
$2.41K - $2.66K
|
934
$309K
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-10- 1.09% |
$2.41K - $2.66K
|
907
$300K
|
|
|
Feb 09, 2022
Q4 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-11- 0.34% |
$2.65K - $2.93K
|
3.18K
$1.05M
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-13- 43.33% |
$3.14K - $3.46K
|
17
$5.62K
|
|
|
Jan 26, 2022
Q4 2021
|
Financial Advantage, Inc.
|
SELL
|
- |
-14- 8.38% |
$3.38K - $3.72K
|
153
$50.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-15- 1.02% |
$3.62K - $3.99K
|
1.46K
$482K
|
|
|
Jan 24, 2022
Q4 2021
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-16- 1.12% |
$3.86K - $4.26K
|
1.42K
$468K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
SELL
|
- |
-16- 0.2% |
$3.86K - $4.26K
|
8K
$2.65M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-19- 0.59% |
$4.59K - $5.05K
|
3.23K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-20- 2.21% |
$4.83K - $5.32K
|
886
$293K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-24- 0.11% |
$5.79K - $6.38K
|
21.6K
$7.14M
|
|
|
Jan 27, 2022
Q4 2021
|
Lee Danner & Bass Inc
|
SELL
|
- |
-25- 0.63% |
$6.03K - $6.65K
|
3.93K
$1.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-25- 1.72% |
$6.03K - $6.65K
|
1.43K
$472K
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-25- 2.23% |
$6.03K - $6.65K
|
1.1K
$362K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-25- 2.62% |
$6.03K - $6.65K
|
929
$307K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-28- 0.51% |
$6.76K - $7.45K
|
5.5K
$1.82M
|
|
|
Jan 19, 2022
Q4 2021
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.39% |
$7K - $7.71K
|
7.4K
$2.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-30- 1.76% |
$7.24K - $7.98K
|
1.68K
$554K
|
|
|
Feb 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-30- 0.34% |
$7.24K - $7.98K
|
8.87K
$2.93M
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-31- 1.52% |
$7.48K - $8.25K
|
2.01K
$665K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-31- 1.95% |
$7.48K - $8.25K
|
1.56K
$516K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-32Closed |
$7.72K - $8.51K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-33- 2.04% |
$7.96K - $8.78K
|
1.58K
$523K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-33- 0.97% |
$7.96K - $8.78K
|
3.38K
$1.12M
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-35- 0.31% |
$8.45K - $9.31K
|
11.3K
$3.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-36- 0.68% |
$8.69K - $9.58K
|
5.27K
$1.74M
|
|
|
Jan 28, 2022
Q4 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-36- 2.19% |
$8.69K - $9.58K
|
1.61K
$532K
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-37- 0.09% |
$8.93K - $9.84K
|
42K
$13.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-37- 0.11% |
$8.93K - $9.84K
|
33.5K
$11.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-38- 2.2% |
$9.17K - $10.1K
|
1.69K
$558K
|
|
|
Jan 21, 2022
Q4 2021
|
Parker Investment Management, LLC
|
SELL
|
- |
-39- 0.04% |
$9.41K - $10.4K
|
88.5K
$29.3M
|