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 04, 2022
Q4 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.99K+ 3.05% |
$480K - $529K
|
67.1K
$22.1M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.96KNew |
$474K - $522K
|
1.96K
$646K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.96K+ 5.87% |
$473K - $521K
|
35.4K
$11.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.93KNew |
$466K - $513K
|
1.93K
$635K
|
|
|
Jan 20, 2022
Q4 2021
|
Ami Asset Management Corp
|
BUY
|
- |
1.87KNew |
$451K - $497K
|
1.87K
$615K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
1.85K+ 10.78% |
$447K - $493K
|
19.1K
$6.27M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1.78K+ 18.26% |
$429K - $473K
|
11.5K
$3.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.78K+ 185.67% |
$428K - $472K
|
2.73K
$898K
|
|
|
Feb 15, 2022
Q4 2021
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
1.77KNew |
$428K - $471K
|
1.77K
$583K
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
1.76K+ 2.3% |
$425K - $469K
|
78.5K
$25.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1.76KNew |
$424K - $467K
|
1.76K
$577K
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.74KNew |
$421K - $464K
|
1.74K
$573K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.71K+ 54.84% |
$413K - $455K
|
4.83K
$1.59M
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.71KNew |
$412K - $454K
|
1.71K
$562K
|
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.63KNew |
$393K - $434K
|
1.63K
$536K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.62K+ 0.94% |
$391K - $431K
|
174K
$57.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
1.6K+ 1.4% |
$385K - $425K
|
115K
$37.9M
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.56KNew |
$376K - $415K
|
1.56K
$513K
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
BUY
|
- |
1.56K+ 20.08% |
$376K - $414K
|
9.32K
$3.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.55K+ 29.73% |
$373K - $411K
|
6.75K
$2.22M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.53KNew |
$370K - $408K
|
1.53K
$504K
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.49KNew |
$358K - $395K
|
1.49K
$488K
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
1.43KNew |
$344K - $380K
|
1.43K
$469K
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
1.43KNew |
$344K - $379K
|
1.43K
$469K
|
|
|
Feb 08, 2022
Q4 2021
|
Financial Services Advisory Inc
|
BUY
|
- |
1.4K+ 41.02% |
$337K - $372K
|
4.8K
$1.58M
|
|
|
Feb 11, 2022
Q4 2021
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.37KNew |
$331K - $365K
|
1.37K
$452K
|
|
|
Feb 11, 2022
Q4 2021
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.37KNew |
$331K - $365K
|
1.37K
$452K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
1.36K+ 131.12% |
$328K - $362K
|
2.4K
$789K
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.36KNew |
$328K - $362K
|
1.36K
$447K
|
|
|
Feb 07, 2022
Q4 2021
|
Gfg Capital, LLC
|
BUY
|
- |
1.35KNew |
$326K - $359K
|
1.35K
$444K
|
|
|
Feb 14, 2022
Q4 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.32K+ 58.92% |
$319K - $351K
|
3.56K
$1.17M
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.31KNew |
$316K - $348K
|
1.31K
$431K
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.28KNew |
$308K - $340K
|
1.28K
$420K
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.26K+ 3.58% |
$305K - $336K
|
36.6K
$12M
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.25K+ 11.34% |
$302K - $333K
|
12.3K
$4.04M
|
|
|
Jan 25, 2022
Q4 2021
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.24K+ 7.33% |
$300K - $331K
|
18.2K
$5.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.24KNew |
$299K - $330K
|
1.24K
$408K
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
1.23KNew |
$296K - $326K
|
1.23K
$403K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.22K+ 114.42% |
$295K - $325K
|
2.29K
$753K
|
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.22KNew |
$294K - $324K
|
1.22K
$401K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.18K+ 44.23% |
$285K - $314K
|
3.85K
$1.27M
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
1.18K+ 51.8% |
$285K - $314K
|
3.46K
$1.14M
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
1.16K+ 16.75% |
$279K - $308K
|
8.07K
$2.65M
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
1.15KNew |
$277K - $306K
|
1.15K
$378K
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.14K+ 0.67% |
$276K - $304K
|
171K
$56.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.14KNew |
$275K - $303K
|
1.14K
$375K
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
1.14KNew |
$275K - $303K
|
1.14K
$375K
|
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
BUY
|
- |
1.11KNew |
$267K - $294K
|
1.11K
$363K
|
|
|
Feb 14, 2022
Q4 2021
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.1KNew |
$264K - $292K
|
1.1K
$360K
|
|
|
Jan 18, 2022
Q4 2021
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.09K+ 30.24% |
$263K - $290K
|
4.7K
$1.54M
|