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 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
11+ 0.15% |
$2.65K - $2.93K
|
7.42K
$2.26M
|
|
|
Jan 12, 2022
Q4 2021
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
10+ 0.2% |
$2.41K - $2.66K
|
4.89K
$1.49M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
10New |
$2.41K - $2.66K
|
10
$3.05K
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
10+ 0.31% |
$2.41K - $2.66K
|
3.28K
$999K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10+ 0.22% |
$2.41K - $2.66K
|
4.56K
$1.39M
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
10+ 0.35% |
$2.41K - $2.66K
|
2.91K
$886K
|
|
|
Jan 26, 2022
Q4 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.21% |
$2.41K - $2.66K
|
4.89K
$1.49M
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
9New |
$2.17K - $2.39K
|
9
$2.75K
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
9+ 0.29% |
$2.17K - $2.39K
|
3.17K
$965K
|
|
|
Jan 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
9+ 0.68% |
$2.17K - $2.39K
|
1.34K
$408K
|
|
|
Jan 25, 2022
Q4 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
8+ 0.51% |
$1.93K - $2.13K
|
1.58K
$483K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7+ 0.3% |
$1.69K - $1.86K
|
2.38K
$725K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 0.25% |
$1.69K - $1.86K
|
2.82K
$860K
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
7+ 0.27% |
$1.69K - $1.86K
|
2.56K
$781K
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.69% |
$1.69K - $1.86K
|
1.02K
$312K
|
|
|
Feb 11, 2022
Q4 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
7+ 0.32% |
$1.69K - $1.86K
|
2.18K
$665K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
6+ 0.56% |
$1.45K - $1.6K
|
1.08K
$328K
|
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
6+ 0.53% |
$1.45K - $1.6K
|
1.14K
$347K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
6+ 0.03% |
$1.45K - $1.6K
|
19.8K
$6.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
6+ 0.1% |
$1.45K - $1.6K
|
6.13K
$1.87M
|
|
|
Feb 03, 2022
Q4 2021
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
6+ 0.54% |
$1.45K - $1.6K
|
1.11K
$339K
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
5+ 0.01% |
$1.21K - $1.33K
|
70.8K
$21.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
5+ 0.58% |
$1.21K - $1.33K
|
868
$265K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.22% |
$1.21K - $1.33K
|
2.28K
$695K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5+ 0.14% |
$1.21K - $1.33K
|
3.47K
$1.06M
|
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
5+ 0.23% |
$1.21K - $1.33K
|
2.14K
$653K
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5+ 0.05% |
$1.21K - $1.33K
|
10.2K
$3.11M
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
5+ 0.43% |
$1.21K - $1.33K
|
1.16K
$354K
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5+ 0.21% |
$1.21K - $1.33K
|
2.35K
$716K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4+ 0.62% |
$965 - $1.06K
|
645
$197K
|
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.3% |
$724 - $798
|
1.01K
$307K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3+ 0.26% |
$724 - $798
|
1.17K
$356K
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
3+ 0.04% |
$724 - $798
|
7.54K
$2.3M
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3+ 0.17% |
$724 - $798
|
1.78K
$541K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.63% |
$483 - $532
|
319
$97.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.23% |
$483 - $532
|
854
$260K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2+ 0.18% |
$483 - $532
|
1.12K
$343K
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$483 - $532
|
3.62K
$1.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2+ 0.03% |
$483 - $532
|
7.9K
$2.41M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.22% |
$483 - $532
|
897
$274K
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2+ 0.13% |
$483 - $532
|
1.56K
$476K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2+ 0.28% |
$483 - $532
|
711
$217K
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2+ 0.21% |
$483 - $532
|
952
$290K
|
|
|
Feb 10, 2022
Q4 2021
|
Aaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.17% |
$483 - $532
|
1.16K
$355K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.0% |
$483 - $532
|
43.7K
$13.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2+ 0.07% |
$483 - $532
|
2.86K
$872K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$483 - $532
|
30.3K
$9.24M
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 0.05% |
$483 - $532
|
4.4K
$1.34M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1+ 0.07% |
$241 - $266
|
1.48K
$452K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
1+ 0.03% |
$241 - $266
|
3.4K
$1.04M
|