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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-252- 16.94% |
$60.8K - $67K
|
1.24K
$409K
|
|
|
Feb 10, 2022
Q4 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-262- 6.02% |
$63.2K - $69.7K
|
4.09K
$1.35M
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-262Closed |
$63.2K - $69.7K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Riverbridge Partners LLC
|
SELL
|
- |
-270- 9.16% |
$65.2K - $71.8K
|
2.68K
$885K
|
|
|
Feb 14, 2022
Q4 2021
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-271- 20.03% |
$65.4K - $72.1K
|
1.08K
$358K
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-275- 7.3% |
$66.4K - $73.2K
|
3.49K
$1.15M
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-285- 2.24% |
$68.8K - $75.8K
|
12.5K
$4.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-290- 1.86% |
$70K - $77.1K
|
15.3K
$5.06M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-305Closed |
$73.6K - $81.1K
|
0
$0
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-309- 37.73% |
$74.6K - $82.2K
|
510
$169K
|
|
|
Feb 10, 2022
Q4 2021
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-310- 4.3% |
$74.8K - $82.5K
|
6.9K
$2.28M
|
|
|
Feb 04, 2022
Q4 2021
|
Auxano Advisors, LLC
|
SELL
|
- |
-314- 0.55% |
$75.8K - $83.5K
|
57.3K
$18.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-324- 11.58% |
$78.2K - $86.2K
|
2.47K
$818K
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-325- 13.25% |
$78.4K - $86.5K
|
2.13K
$703K
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-325- 0.6% |
$78.4K - $86.5K
|
54K
$17.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-329- 4.9% |
$79.4K - $87.5K
|
6.39K
$2.11M
|
|
|
Jan 14, 2022
Q4 2021
|
Avity Investment Management Inc.
|
SELL
|
- |
-330- 5.99% |
$79.6K - $87.8K
|
5.18K
$1.71M
|
|
|
Feb 08, 2022
Q4 2021
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-333- 4.29% |
$80.4K - $88.6K
|
7.42K
$2.45M
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-342Closed |
$82.5K - $91K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-349- 3.28% |
$84.2K - $92.8K
|
10.3K
$3.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-352- 9.79% |
$84.9K - $93.6K
|
3.25K
$1.07M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-355- 5.83% |
$85.7K - $94.4K
|
5.73K
$1.89M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-355- 5.83% |
$85.7K - $94.4K
|
5.73K
$1.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-357- 2.2% |
$86.2K - $95K
|
15.9K
$5.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-359- 24.37% |
$86.6K - $95.5K
|
1.11K
$368K
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-373- 0.94% |
$90K - $99.2K
|
39.1K
$12.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
SELL
|
- |
-376- 10.08% |
$90.7K - $100K
|
3.35K
$1.11M
|
|
|
Feb 10, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-378Closed |
$91.2K - $101K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-385- 0.77% |
$92.9K - $102K
|
49.6K
$16.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-388- 0.58% |
$93.6K - $103K
|
67K
$22.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-397- 2.51% |
$95.8K - $106K
|
15.4K
$5.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-400- 32.92% |
$96.5K - $106K
|
815
$269K
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
SELL
|
- |
-405- 0.81% |
$97.7K - $108K
|
49.4K
$16.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-414Closed |
$99.9K - $110K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
SELL
|
- |
-421- 11.35% |
$102K - $112K
|
3.29K
$1.09M
|
|
|
Feb 07, 2022
Q4 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-423- 0.12% |
$102K - $113K
|
355K
$117M
|
|
|
Jan 19, 2022
Q4 2021
|
Ti Trust, Inc
|
SELL
|
- |
-424- 10.38% |
$102K - $113K
|
3.66K
$1.21M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-437- 0.86% |
$105K - $116K
|
50.5K
$16.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
SELL
|
- |
-440- 2.64% |
$106K - $117K
|
16.2K
$5.36M
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
SELL
|
- |
-441- 2.05% |
$106K - $117K
|
21.1K
$6.98M
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-447- 8.99% |
$108K - $119K
|
4.53K
$1.5M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-457- 3.18% |
$110K - $122K
|
13.9K
$4.6M
|
|
|
Jan 12, 2022
Q4 2021
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-460- 6.89% |
$111K - $122K
|
6.22K
$2.06M
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-461- 34.61% |
$111K - $123K
|
871
$288K
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-462- 3.49% |
$111K - $123K
|
12.8K
$4.22M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-470- 26.37% |
$113K - $125K
|
1.31K
$434K
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-478- 1.13% |
$115K - $127K
|
41.8K
$13.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-493- 4.13% |
$119K - $131K
|
11.4K
$3.78M
|
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-500- 2.84% |
$121K - $133K
|
17.1K
$5.67M
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-507- 0.96% |
$122K - $135K
|
52.5K
$17.4M
|