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
$2.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
10+ 0.31% |
$2.41K - $2.66K
|
3.28K
$1.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.21% |
$2.41K - $2.66K
|
4.89K
$1.64M
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10+ 0.22% |
$2.41K - $2.66K
|
4.56K
$1.53M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
10New |
$2.41K - $2.66K
|
10
$3.36K
|
|
|
Jan 12, 2022
Q4 2021
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
10+ 0.2% |
$2.41K - $2.66K
|
4.89K
$1.64M
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
10+ 0.35% |
$2.41K - $2.66K
|
2.91K
$977K
|
|
|
Jan 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
9+ 0.68% |
$2.17K - $2.39K
|
1.34K
$450K
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
9+ 0.29% |
$2.17K - $2.39K
|
3.17K
$1.06M
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
9New |
$2.17K - $2.39K
|
9
$3.02K
|
|
|
Jan 25, 2022
Q4 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
8+ 0.51% |
$1.93K - $2.13K
|
1.58K
$532K
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
7+ 0.27% |
$1.69K - $1.86K
|
2.56K
$860K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7+ 0.3% |
$1.69K - $1.86K
|
2.38K
$799K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 0.25% |
$1.69K - $1.86K
|
2.82K
$947K
|
|
|
Feb 11, 2022
Q4 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
7+ 0.32% |
$1.69K - $1.86K
|
2.18K
$733K
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.69% |
$1.69K - $1.86K
|
1.02K
$343K
|
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
6+ 0.53% |
$1.45K - $1.6K
|
1.14K
$382K
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
6+ 0.03% |
$1.45K - $1.6K
|
19.8K
$6.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
6+ 0.1% |
$1.45K - $1.6K
|
6.13K
$2.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
6+ 0.56% |
$1.45K - $1.6K
|
1.08K
$361K
|
|
|
Feb 03, 2022
Q4 2021
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
6+ 0.54% |
$1.45K - $1.6K
|
1.11K
$373K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5+ 0.14% |
$1.21K - $1.33K
|
3.47K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
5+ 0.05% |
$1.21K - $1.33K
|
10.2K
$3.42M
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
5+ 0.01% |
$1.21K - $1.33K
|
70.8K
$23.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
5+ 0.58% |
$1.21K - $1.33K
|
868
$292K
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5+ 0.21% |
$1.21K - $1.33K
|
2.35K
$789K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.22% |
$1.21K - $1.33K
|
2.28K
$766K
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
5+ 0.43% |
$1.21K - $1.33K
|
1.16K
$390K
|
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
5+ 0.23% |
$1.21K - $1.33K
|
2.14K
$719K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4+ 0.62% |
$965 - $1.06K
|
645
$217K
|
|
|
Jan 03, 2022
Q4 2021
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.3% |
$724 - $798
|
1.01K
$338K
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
3+ 0.04% |
$724 - $798
|
7.54K
$2.53M
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3+ 0.17% |
$724 - $798
|
1.78K
$596K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
3+ 0.26% |
$724 - $798
|
1.17K
$392K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2+ 0.28% |
$483 - $532
|
711
$239K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
2+ 0.01% |
$483 - $532
|
30.3K
$10.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.63% |
$483 - $532
|
319
$107K
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$483 - $532
|
3.62K
$1.22M
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2+ 0.13% |
$483 - $532
|
1.56K
$524K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.0% |
$483 - $532
|
43.7K
$14.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2+ 0.03% |
$483 - $532
|
7.9K
$2.66M
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2+ 0.07% |
$483 - $532
|
2.86K
$961K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 0.05% |
$483 - $532
|
4.4K
$1.48M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.23% |
$483 - $532
|
854
$287K
|
|
|
Feb 10, 2022
Q4 2021
|
Aaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.17% |
$483 - $532
|
1.16K
$391K
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
2+ 0.21% |
$483 - $532
|
952
$320K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2+ 0.18% |
$483 - $532
|
1.12K
$378K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.22% |
$483 - $532
|
897
$301K
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1+ 0.08% |
$241 - $266
|
1.3K
$436K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$241 - $266
|
2.36K
$792K
|