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 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
750New |
$181K - $200K
|
750
$247K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
750+ 50.99% |
$181K - $200K
|
2.22K
$730K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
744+ 38.17% |
$180K - $198K
|
2.69K
$886K
|
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
741+ 0.55% |
$179K - $197K
|
135K
$44.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
728+ 1.2% |
$176K - $194K
|
61.6K
$20.3M
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
716New |
$173K - $190K
|
716
$235K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
689+ 0.66% |
$166K - $183K
|
104K
$34.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
680+ 224.42% |
$164K - $181K
|
983
$323K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
655New |
$158K - $174K
|
655
$215K
|
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
BUY
|
- |
650+ 5.71% |
$157K - $173K
|
12K
$3.96M
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
612+ 50.12% |
$148K - $163K
|
1.83K
$603K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
589+ 0.07% |
$142K - $157K
|
816K
$268M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
582New |
$140K - $155K
|
582
$191K
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
578New |
$139K - $154K
|
578
$190K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
578+ 62.69% |
$139K - $154K
|
1.5K
$493K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
576+ 4.49% |
$139K - $153K
|
13.4K
$4.41M
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
567New |
$137K - $151K
|
567
$186K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
567New |
$137K - $151K
|
567
$186K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
556New |
$134K - $148K
|
556
$183K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
525+ 8.04% |
$127K - $140K
|
7.05K
$2.32M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
517+ 2.27% |
$125K - $138K
|
23.3K
$7.66M
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
513New |
$124K - $136K
|
513
$169K
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
513+ 1.06% |
$124K - $136K
|
48.7K
$16M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
510+ 1.74% |
$123K - $136K
|
29.8K
$9.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
510+ 4.65% |
$123K - $136K
|
11.5K
$3.78M
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
496+ 6.79% |
$120K - $132K
|
7.8K
$2.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Campion Asset Management
|
BUY
|
- |
490+ 1.01% |
$118K - $130K
|
48.9K
$16.1M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
450New |
$109K - $120K
|
450
$148K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
448New |
$108K - $119K
|
448
$147K
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
425+ 4.3% |
$103K - $113K
|
10.3K
$3.39M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
406+ 4.72% |
$98K - $108K
|
9.01K
$2.96M
|
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
396+ 4.41% |
$95.6K - $105K
|
9.38K
$3.09M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
387+ 18.82% |
$93.4K - $103K
|
2.44K
$804K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
386+ 1.6% |
$93.2K - $103K
|
24.5K
$8.05M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
367+ 2.05% |
$88.6K - $97.6K
|
18.3K
$6.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
362+ 5.49% |
$87.4K - $96.3K
|
6.96K
$2.29M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
345+ 12.45% |
$83.3K - $91.8K
|
3.12K
$1.02M
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
342+ 5.11% |
$82.5K - $91K
|
7.03K
$2.31M
|
|
|
Jan 31, 2022
Q4 2021
|
Act Wealth Management, LLC
|
BUY
|
- |
332+ 0.34% |
$80.1K - $88.3K
|
97.2K
$32M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
326+ 0.34% |
$78.7K - $86.7K
|
97.2K
$32M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
317+ 23.6% |
$76.5K - $84.3K
|
1.66K
$546K
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
309+ 0.13% |
$74.6K - $82.2K
|
247K
$81.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
301+ 3.58% |
$72.6K - $80.1K
|
8.71K
$2.87M
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
300+ 3.57% |
$72.4K - $79.8K
|
8.71K
$2.87M
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
288+ 5.02% |
$69.5K - $76.6K
|
6.03K
$1.98M
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
287New |
$69.3K - $76.3K
|
287
$94.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
286+ 0.07% |
$69K - $76.1K
|
424K
$139M
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
285+ 10.17% |
$68.8K - $75.8K
|
3.09K
$1.02M
|
|
|
Feb 03, 2022
Q4 2021
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
274New |
$66.1K - $72.9K
|
274
$90.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
274+ 1.5% |
$66.1K - $72.9K
|
18.6K
$6.11M
|