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 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.19K- 15.39% |
$288K - $318K
|
6.56K
$2.18M
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.23K- 0.34% |
$297K - $327K
|
366K
$122M
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-1.36KClosed |
$327K - $360K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
SELL
|
- |
-1.56K- 1.98% |
$376K - $414K
|
77.3K
$25.7M
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-1.57KClosed |
$378K - $417K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-1.58K- 2.8% |
$382K - $421K
|
54.9K
$18.3M
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.61K- 2.02% |
$389K - $429K
|
78.1K
$26M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.63K- 0.15% |
$393K - $434K
|
1.09M
$361M
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.66K- 0.65% |
$399K - $440K
|
251K
$83.6M
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.67K- 0.63% |
$404K - $445K
|
265K
$88.1M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.77K- 20.54% |
$426K - $470K
|
6.83K
$2.27M
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-1.78K- 25.27% |
$429K - $472K
|
5.25K
$1.75M
|
|
Jan 24, 2022
Q4 2021
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-1.79K- 2.11% |
$431K - $475K
|
83K
$27.6M
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.85K- 59.16% |
$446K - $491K
|
1.28K
$424K
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-1.87K- 4.2% |
$450K - $496K
|
42.6K
$14.1M
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.93K- 2.92% |
$465K - $513K
|
64.1K
$21.3M
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.96KClosed |
$474K - $522K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Legacy Advisors, LLC
|
SELL
|
- |
-2K- 13.87% |
$483K - $532K
|
12.4K
$4.13M
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.04K- 19.09% |
$491K - $542K
|
8.63K
$2.87M
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.11K- 67.1% |
$509K - $561K
|
1.03K
$344K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.29K- 3.35% |
$553K - $609K
|
66.1K
$22M
|
|
Feb 11, 2022
Q4 2021
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-2.3K- 2.84% |
$554K - $611K
|
78.7K
$26.2M
|
|
Feb 08, 2022
Q4 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-2.31K- 33.12% |
$557K - $615K
|
4.66K
$1.55M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.46K- 5.26% |
$595K - $655K
|
44.4K
$14.8M
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.47K- 12.75% |
$596K - $657K
|
16.9K
$5.62M
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-2.6K- 1.15% |
$627K - $691K
|
223K
$74.1M
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-2.64K- 3.8% |
$636K - $701K
|
66.8K
$22.2M
|
|
Jan 27, 2022
Q4 2021
|
Brown Financial Advisory
|
SELL
|
- |
-2.74K- 3.57% |
$662K - $730K
|
74K
$24.6M
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.76K- 0.48% |
$666K - $734K
|
571K
$190M
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-2.78K- 22.23% |
$671K - $740K
|
9.73K
$3.23M
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.99KClosed |
$722K - $795K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.04K- 15.26% |
$733K - $808K
|
16.9K
$5.61M
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3.08K- 6.35% |
$743K - $819K
|
45.4K
$15.1M
|
|
Jan 26, 2022
Q4 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-3.08KClosed |
$743K - $819K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.16KClosed |
$762K - $840K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.33K- 4.12% |
$804K - $886K
|
77.6K
$25.8M
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.59K- 3.3% |
$867K - $956K
|
105K
$35M
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
SELL
|
- |
-3.82K- 12.14% |
$922K - $1.02M
|
27.7K
$9.2M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.84K- 2.65% |
$927K - $1.02M
|
141K
$46.9M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-3.97K- 1.86% |
$958K - $1.06M
|
209K
$69.5M
|
|
Feb 14, 2022
Q4 2021
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-4.2K- 21.32% |
$1.01M - $1.12M
|
15.5K
$5.15M
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
SELL
|
- |
-4.33K- 2.95% |
$1.04M - $1.15M
|
142K
$47.3M
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.59K- 9.15% |
$1.11M - $1.22M
|
45.6K
$15.2M
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.61K- 6.12% |
$1.11M - $1.23M
|
70.7K
$23.5M
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.72K- 0.38% |
$1.14M - $1.25M
|
1.23M
$409M
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-4.76K- 2.32% |
$1.15M - $1.27M
|
200K
$66.6M
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-5.15K- 20.14% |
$1.24M - $1.37M
|
20.4K
$6.8M
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-5.18K- 5.41% |
$1.25M - $1.38M
|
90.6K
$30.1M
|
|
Jan 25, 2022
Q4 2021
|
Ferguson Shapiro LLC
|
SELL
|
- |
-5.18K- 4.71% |
$1.25M - $1.38M
|
105K
$34.8M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.18K- 5.12% |
$1.25M - $1.38M
|
96.1K
$32M
|