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 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
100New |
$24.1K - $26.6K
|
100
$32.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
100+ 0.14% |
$24.1K - $26.6K
|
70.3K
$23.1M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
98+ 4.66% |
$23.7K - $26.1K
|
2.2K
$723K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
91+ 1.69% |
$22K - $24.2K
|
5.48K
$1.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Amundi
Paris, I0 |
BUY
|
- |
83New |
$20K - $22.1K
|
83
$27.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
83+ 0.18% |
$20K - $22.1K
|
45.6K
$15M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
82+ 0.39% |
$19.8K - $21.8K
|
21K
$6.9M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
78New |
$18.8K - $20.7K
|
78
$25.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
77+ 0.03% |
$18.6K - $20.5K
|
279K
$91.7M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
69New |
$16.7K - $18.4K
|
69
$22.7K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
60New |
$14.5K - $16K
|
60
$19.7K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
60New |
$14.5K - $16K
|
60
$19.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
59+ 0.62% |
$14.2K - $15.7K
|
9.53K
$3.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
58+ 21.56% |
$14K - $15.4K
|
327
$108K
|
|
|
Feb 10, 2022
Q4 2021
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
55+ 2.55% |
$13.3K - $14.6K
|
2.21K
$726K
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
52+ 0.45% |
$12.5K - $13.8K
|
11.6K
$3.83M
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
51+ 0.43% |
$12.3K - $13.6K
|
12K
$3.93M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
47New |
$11.3K - $12.5K
|
47
$15.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
45+ 5.12% |
$10.9K - $12K
|
924
$304K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
42+ 0.82% |
$10.1K - $11.2K
|
5.18K
$1.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
41+ 1.06% |
$9.89K - $10.9K
|
3.92K
$1.29M
|
|
|
Jan 21, 2022
Q4 2021
|
Sabal Trust CO
|
BUY
|
- |
40+ 0.69% |
$9.65K - $10.6K
|
5.8K
$1.91M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
38+ 0.59% |
$9.17K - $10.1K
|
6.53K
$2.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
38+ 1.56% |
$9.17K - $10.1K
|
2.48K
$815K
|
|
|
Feb 11, 2022
Q4 2021
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
38+ 0.3% |
$9.17K - $10.1K
|
12.6K
$4.15M
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
35+ 1.9% |
$8.45K - $9.31K
|
1.88K
$618K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
34+ 0.28% |
$8.21K - $9.04K
|
12.1K
$3.97M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
33+ 0.38% |
$7.96K - $8.78K
|
8.68K
$2.86M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
32New |
$7.72K - $8.51K
|
32
$10.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
30+ 0.47% |
$7.24K - $7.98K
|
6.37K
$2.09M
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
29+ 1.57% |
$7K - $7.71K
|
1.87K
$616K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
26+ 0.17% |
$6.27K - $6.92K
|
15.6K
$5.13M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
25New |
$6.03K - $6.65K
|
25
$8.22K
|
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
BUY
|
- |
25+ 0.3% |
$6.03K - $6.65K
|
8.39K
$2.76M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
23+ 0.91% |
$5.55K - $6.12K
|
2.55K
$839K
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
22+ 0.06% |
$5.31K - $5.85K
|
34.3K
$11.3M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
22+ 2.54% |
$5.31K - $5.85K
|
889
$292K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
21+ 0.42% |
$5.07K - $5.59K
|
4.98K
$1.64M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
17+ 0.8% |
$4.1K - $4.52K
|
2.15K
$706K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
16+ 0.47% |
$3.86K - $4.26K
|
3.45K
$1.13M
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
15+ 7.5% |
$3.62K - $3.99K
|
215
$70.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
15+ 0.34% |
$3.62K - $3.99K
|
4.41K
$1.45M
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
13+ 0.24% |
$3.14K - $3.46K
|
5.49K
$1.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
12+ 1.3% |
$2.9K - $3.19K
|
932
$307K
|
|
|
Feb 14, 2022
Q4 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
12+ 0.49% |
$2.9K - $3.19K
|
2.46K
$808K
|
|
|
Jan 14, 2022
Q4 2021
|
17 Capital Partners, LLC
|
BUY
|
- |
12+ 0.39% |
$2.9K - $3.19K
|
3.06K
$1.01M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
12+ 0.19% |
$2.9K - $3.19K
|
6.22K
$2.04M
|
|
|
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
11+ 0.29% |
$2.65K - $2.93K
|
3.82K
$1.25M
|
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
11+ 0.14% |
$2.65K - $2.93K
|
8.15K
$2.68M
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
11+ 0.15% |
$2.65K - $2.93K
|
7.42K
$2.44M
|