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 25, 2022
Q4 2021
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
17.5KNew |
$4.23M - $4.66M
|
17.5K
$5.79M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.5K+ 20.13% |
$4.23M - $4.66M
|
105K
$34.6M
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
17.5K+ 1.47% |
$4.23M - $4.66M
|
1.21M
$400M
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
17KNew |
$4.09M - $4.51M
|
17K
$5.61M
|
|
Jan 18, 2022
Q4 2021
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
16.3K+ 22.79% |
$3.94M - $4.35M
|
88K
$29.1M
|
|
Feb 16, 2023
Q4 2021
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
16KNew |
$3.87M - $4.26M
|
16K
$5.3M
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15.9K+ 150.76% |
$3.83M - $4.22M
|
26.4K
$8.73M
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
15.5K+ 46.79% |
$3.75M - $4.13M
|
48.7K
$16.1M
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
15.5K+ 241.38% |
$3.74M - $4.12M
|
21.9K
$7.24M
|
|
Jan 20, 2022
Q4 2021
|
Mcdaniel Terry & CO
|
BUY
|
- |
15.4KNew |
$3.73M - $4.11M
|
15.4K
$5.11M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.9K+ 25.92% |
$3.6M - $3.96M
|
72.4K
$23.9M
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
14.7K+ 13.41% |
$3.54M - $3.9M
|
124K
$41M
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
14.1K+ 8.86% |
$3.39M - $3.74M
|
173K
$57.1M
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
13.3KNew |
$3.21M - $3.54M
|
13.3K
$4.4M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.4K+ 7.06% |
$2.74M - $3.02M
|
172K
$56.9M
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
10.2K+ 201.42% |
$2.47M - $2.72M
|
15.3K
$5.07M
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10.1K+ 70.35% |
$2.43M - $2.68M
|
24.4K
$8.08M
|
|
Oct 18, 2023
Q4 2021
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
9.75K+ 8.4% |
$2.35M - $2.59M
|
126K
$41.6M
|
|
Feb 08, 2022
Q4 2021
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
9.61K+ 1.66% |
$2.32M - $2.56M
|
587K
$194M
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
9.46KNew |
$2.28M - $2.52M
|
9.46K
$3.13M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.09K+ 10.63% |
$2.19M - $2.42M
|
94.6K
$31.3M
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
8.86K+ 51.1% |
$2.14M - $2.36M
|
26.2K
$8.66M
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
8.83KNew |
$2.13M - $2.35M
|
8.83K
$2.92M
|
|
Feb 14, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
8.83KNew |
$2.13M - $2.35M
|
8.83K
$2.92M
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
8.59K+ 0.93% |
$2.07M - $2.29M
|
932K
$308M
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
8.5KNew |
$2.05M - $2.26M
|
8.5K
$2.81M
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.4K+ 9.24% |
$2.03M - $2.23M
|
99.3K
$32.8M
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
8.4K+ 459.07% |
$2.03M - $2.23M
|
10.2K
$3.38M
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
8.15KNew |
$1.97M - $2.17M
|
8.15K
$2.69M
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
7.8K+ 3.02% |
$1.88M - $2.07M
|
266K
$88M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.64K+ 0.41% |
$1.84M - $2.03M
|
1.86M
$616M
|
|
Feb 01, 2022
Q4 2021
|
Calamos Advisors LLC
|
BUY
|
- |
7.5K+ 799.04% |
$1.81M - $2M
|
8.44K
$2.79M
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.35KNew |
$1.77M - $1.95M
|
7.35K
$2.43M
|
|
Jan 13, 2022
Q4 2021
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
7.34K+ 61.47% |
$1.77M - $1.95M
|
19.3K
$6.37M
|
|
Feb 04, 2022
Q4 2021
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
7.07KNew |
$1.71M - $1.88M
|
7.07K
$2.34M
|
|
Feb 14, 2022
Q4 2021
|
Connable Office Inc
|
BUY
|
- |
7KNew |
$1.69M - $1.86M
|
7K
$2.31M
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.99K+ 12.28% |
$1.69M - $1.86M
|
63.9K
$21.1M
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.54K+ 279.41% |
$1.58M - $1.74M
|
8.88K
$2.94M
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
BUY
|
- |
6.48K+ 52.81% |
$1.56M - $1.72M
|
18.7K
$6.2M
|
|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.27KNew |
$1.51M - $1.67M
|
6.27K
$2.07M
|
|
Feb 11, 2022
Q4 2021
|
Bt Wealth Management LLC
|
BUY
|
- |
6.13K+ 1.79% |
$1.48M - $1.63M
|
349K
$115M
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
BUY
|
- |
6.04K+ 134.4% |
$1.46M - $1.61M
|
10.5K
$3.48M
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
5.93KNew |
$1.43M - $1.58M
|
5.93K
$1.96M
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
5.48K+ 84.22% |
$1.32M - $1.46M
|
12K
$3.96M
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.46K+ 38.42% |
$1.32M - $1.45M
|
19.7K
$6.5M
|
|
Feb 07, 2022
Q4 2021
|
St. Louis Trust CO
|
BUY
|
- |
5.45K+ 3.79% |
$1.31M - $1.45M
|
149K
$49.3M
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
5.3K+ 8.63% |
$1.28M - $1.41M
|
66.8K
$22.1M
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.96K+ 355.6% |
$1.2M - $1.32M
|
6.35K
$2.1M
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4.74KNew |
$1.14M - $1.26M
|
4.74K
$1.57M
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.7K+ 107.23% |
$1.14M - $1.25M
|
9.09K
$3.01M
|