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 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-520- 5.54% |
$125K - $138K
|
8.86K
$2.95M
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-526- 6.25% |
$127K - $140K
|
7.89K
$2.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-540- 15.25% |
$130K - $144K
|
3K
$998K
|
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-559- 21.84% |
$135K - $149K
|
2K
$665K
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-583- 2.92% |
$141K - $155K
|
19.4K
$6.45M
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-585- 8.98% |
$141K - $156K
|
5.93K
$1.97M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-585- 0.32% |
$141K - $156K
|
184K
$61.1M
|
|
|
Jan 18, 2022
Q4 2021
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-600- 0.42% |
$145K - $160K
|
141K
$46.8M
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-603- 1.57% |
$146K - $160K
|
37.8K
$12.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-603- 23.28% |
$146K - $160K
|
1.99K
$661K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-628- 1.83% |
$152K - $167K
|
33.7K
$11.2M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-633- 12.92% |
$153K - $168K
|
4.27K
$1.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-635- 15.56% |
$153K - $169K
|
3.45K
$1.15M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-638- 2.14% |
$154K - $170K
|
29.2K
$9.72M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-643- 15.66% |
$155K - $171K
|
3.46K
$1.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-667- 0.6% |
$161K - $177K
|
110K
$36.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-691- 1.29% |
$167K - $184K
|
52.8K
$17.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-700- 3.4% |
$169K - $186K
|
19.9K
$6.61M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-700- 20.4% |
$169K - $186K
|
2.73K
$908K
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
SELL
|
- |
-701- 18.42% |
$169K - $186K
|
3.1K
$1.03M
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-705- 5.96% |
$170K - $188K
|
11.1K
$3.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-718- 0.86% |
$173K - $191K
|
83.1K
$27.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-731- 16.08% |
$176K - $194K
|
3.82K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
SELL
|
- |
-763- 0.97% |
$184K - $203K
|
78K
$25.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
SELL
|
- |
-806- 3.75% |
$195K - $214K
|
20.7K
$6.88M
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
SELL
|
- |
-809- 3.11% |
$195K - $215K
|
25.2K
$8.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-814- 3.41% |
$196K - $217K
|
23.1K
$7.67M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-817- 2.04% |
$197K - $217K
|
39.3K
$13.1M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-861- 45.01% |
$208K - $229K
|
1.05K
$350K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-876- 2.17% |
$211K - $233K
|
39.5K
$13.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-878- 1.12% |
$212K - $234K
|
77.4K
$25.7M
|
|
|
Jan 26, 2022
Q4 2021
|
Capital City Trust CO
|
SELL
|
- |
-881- 8.64% |
$213K - $234K
|
9.31K
$3.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Petix & Botte CO
|
SELL
|
- |
-882Closed |
$213K - $235K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-883- 16.04% |
$213K - $235K
|
4.62K
$1.54M
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-887Closed |
$214K - $236K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-894- 37.05% |
$216K - $238K
|
1.52K
$505K
|
|
|
Jan 21, 2022
Q4 2021
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-894- 7.63% |
$216K - $238K
|
10.8K
$3.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
SELL
|
- |
-931- 2.5% |
$225K - $248K
|
36.3K
$12.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-934- 0.8% |
$225K - $248K
|
116K
$38.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-997- 5.1% |
$241K - $265K
|
18.5K
$6.16M
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
SELL
|
- |
-1K- 8.99% |
$241K - $266K
|
10.1K
$3.36M
|
|
|
Feb 07, 2022
Q4 2021
|
Daniels&Tansey,Llp
|
SELL
|
- |
-1.03K- 2.23% |
$250K - $275K
|
45.3K
$15.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-1.06K- 2.95% |
$255K - $281K
|
34.7K
$11.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-1.11K- 5.55% |
$268K - $296K
|
18.9K
$6.29M
|
|
|
Nov 19, 2024
Q4 2021
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-1.13K- 14.9% |
$272K - $300K
|
6.44K
$2.14M
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.14K- 15.86% |
$276K - $304K
|
6.06K
$2.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.15K- 7.24% |
$277K - $305K
|
14.7K
$4.89M
|
|
|
Feb 08, 2022
Q4 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1.18K- 4.79% |
$284K - $313K
|
23.4K
$7.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.18K- 2.6% |
$285K - $314K
|
44.2K
$14.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-1.19K- 0.1% |
$286K - $315K
|
1.16M
$387M
|