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 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.67K+ 132.23% |
$1.13M - $1.24M
|
8.19K
$2.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.6K+ 3.16% |
$1.11M - $1.22M
|
150K
$50.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.58K+ 4.74% |
$1.1M - $1.22M
|
101K
$34M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.46KNew |
$1.08M - $1.19M
|
4.46K
$1.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4.44KNew |
$1.07M - $1.18M
|
4.44K
$1.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.36KNew |
$1.05M - $1.16M
|
4.36K
$1.47M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.34K+ 181.32% |
$1.05M - $1.15M
|
6.73K
$2.26M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
4.29KNew |
$1.03M - $1.14M
|
4.29K
$1.44M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.27K+ 42.21% |
$1.03M - $1.13M
|
14.4K
$4.83M
|
|
|
Jan 20, 2022
Q4 2021
|
Scharf Investments, LLC
|
BUY
|
- |
4.25K+ 415.43% |
$1.03M - $1.13M
|
5.28K
$1.77M
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
4.07K+ 2.02% |
$981K - $1.08M
|
205K
$69M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4.06KNew |
$980K - $1.08M
|
4.06K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.82K+ 3.3% |
$923K - $1.02M
|
120K
$40.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
3.72K+ 3.42% |
$897K - $989K
|
112K
$37.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.71K+ 6.67% |
$896K - $987K
|
59.4K
$19.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
3.69K+ 25.24% |
$889K - $980K
|
18.3K
$6.14M
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
3.65K+ 16.14% |
$881K - $971K
|
26.3K
$8.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
3.61KNew |
$870K - $959K
|
3.61K
$1.21M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
3.51K+ 19.92% |
$846K - $933K
|
21.1K
$7.09M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.47KNew |
$836K - $922K
|
3.47K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.39K+ 82.59% |
$817K - $901K
|
7.49K
$2.52M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.38K+ 1.43% |
$815K - $899K
|
239K
$80.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Chartist Inc
Seal Beach, CA |
BUY
|
- |
3.34K+ 2.62% |
$807K - $890K
|
131K
$44M
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
3.2KNew |
$772K - $851K
|
3.2K
$1.07M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
3.19KNew |
$770K - $849K
|
3.19K
$1.07M
|
|
|
Jan 18, 2022
Q4 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
3.16KNew |
$762K - $840K
|
3.16K
$1.06M
|
|
|
Sep 15, 2023
Q4 2021
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
3.16KNew |
$762K - $840K
|
3.16K
$1.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
3.15K+ 3.34% |
$760K - $838K
|
97.6K
$32.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.13K+ 335.12% |
$755K - $833K
|
4.06K
$1.37M
|
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.04KNew |
$734K - $809K
|
3.04K
$1.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
2.98K+ 0.46% |
$718K - $791K
|
655K
$220M
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.85KNew |
$688K - $759K
|
2.85K
$958K
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.84K+ 25.63% |
$684K - $754K
|
13.9K
$4.67M
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.8KNew |
$675K - $744K
|
2.8K
$940K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.71K+ 5.29% |
$654K - $721K
|
54K
$18.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
2.69KNew |
$649K - $716K
|
2.69K
$904K
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.67KNew |
$645K - $711K
|
2.67K
$898K
|
|
|
Feb 10, 2022
Q4 2021
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.65KNew |
$640K - $705K
|
2.65K
$891K
|
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2.62K+ 2.12% |
$633K - $698K
|
127K
$42.5M
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
2.53KNew |
$612K - $674K
|
2.53K
$852K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
2.44K+ 2.54% |
$590K - $650K
|
98.7K
$33.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.32KNew |
$561K - $618K
|
2.32K
$781K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.3K+ 4.83% |
$555K - $612K
|
49.9K
$16.8M
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
2.29KNew |
$553K - $610K
|
2.29K
$771K
|
|
|
Feb 14, 2022
Q4 2021
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2.28KNew |
$550K - $607K
|
2.28K
$766K
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.23KNew |
$537K - $592K
|
2.23K
$748K
|
|
|
Oct 24, 2024
Q4 2021
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
2.21KNew |
$534K - $589K
|
2.21K
$744K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.1K+ 36.19% |
$508K - $559K
|
7.91K
$2.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.05KNew |
$494K - $545K
|
2.05K
$689K
|
|
|
Feb 11, 2022
Q4 2021
|
Silverhawk Asset Management, LLC
|
BUY
|
- |
2.04KNew |
$492K - $542K
|
2.04K
$684K
|