Purchases and Sales Made in Q1 2022 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-385- 2.36% |
$88.7K - $102K
|
15.9K
$5.19M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-388- 15.46% |
$89.4K - $103K
|
2.12K
$691K
|
|
|
May 16, 2022
Q1 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-391- 17.14% |
$90.1K - $104K
|
1.89K
$616K
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-394- 5.27% |
$90.8K - $105K
|
7.08K
$2.31M
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-406- 17.22% |
$93.6K - $108K
|
1.95K
$636K
|
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-410- 0.98% |
$94.5K - $109K
|
41.4K
$13.5M
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-410- 5.58% |
$94.5K - $109K
|
6.94K
$2.26M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-420- 0.64% |
$96.8K - $112K
|
65.7K
$21.4M
|
|
|
May 06, 2022
Q1 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-423- 1.81% |
$97.5K - $113K
|
23K
$7.48M
|
|
|
May 03, 2022
Q1 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-424- 1.32% |
$97.7K - $113K
|
31.8K
$10.4M
|
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-425- 5.3% |
$98K - $113K
|
7.59K
$2.47M
|
|
|
Apr 20, 2022
Q1 2022
|
Resource Planning Group
|
SELL
|
- |
-435- 8.44% |
$100K - $116K
|
4.72K
$1.54M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-448Closed |
$103K - $119K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-450Closed |
$104K - $120K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-456- 4.44% |
$105K - $121K
|
9.82K
$3.2M
|
|
|
May 16, 2022
Q1 2022
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-464- 10.22% |
$107K - $123K
|
4.08K
$1.33M
|
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
SELL
|
- |
-470- 32.98% |
$108K - $125K
|
955
$311K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-471- 10.16% |
$109K - $125K
|
4.17K
$1.36M
|
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-500- 27.28% |
$115K - $133K
|
1.33K
$434K
|
|
|
Apr 28, 2022
Q1 2022
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-517- 10.56% |
$119K - $138K
|
4.38K
$1.43M
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-518- 59.47% |
$119K - $138K
|
353
$115K
|
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-522- 7.95% |
$120K - $139K
|
6.04K
$1.97M
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-527- 0.29% |
$121K - $140K
|
183K
$59.6M
|
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-534- 17.29% |
$123K - $142K
|
2.55K
$832K
|
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-536- 2.92% |
$124K - $143K
|
17.8K
$5.8M
|
|
|
Apr 19, 2022
Q1 2022
|
Avity Investment Management Inc.
|
SELL
|
- |
-538- 10.39% |
$124K - $143K
|
4.64K
$1.51M
|
|
|
Apr 29, 2022
Q1 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-556- 11.38% |
$128K - $148K
|
4.33K
$1.41M
|
|
|
Apr 21, 2022
Q1 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-558- 20.61% |
$129K - $148K
|
2.15K
$700K
|
|
|
May 10, 2022
Q1 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-563- 1.69% |
$130K - $150K
|
32.7K
$10.6M
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-567Closed |
$131K - $151K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-567Closed |
$131K - $151K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-593- 26.7% |
$137K - $158K
|
1.63K
$530K
|
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-604- 27.59% |
$139K - $161K
|
1.59K
$516K
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-605- 7.24% |
$139K - $161K
|
7.76K
$2.53M
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-621- 5.5% |
$143K - $165K
|
10.7K
$3.48M
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
SELL
|
- |
-624- 2.96% |
$144K - $166K
|
20.5K
$6.67M
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-639- 0.24% |
$147K - $170K
|
264K
$86.1M
|
|
|
Apr 20, 2022
Q1 2022
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-639- 2.23% |
$147K - $170K
|
28.1K
$9.14M
|
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-643- 1.51% |
$148K - $171K
|
41.9K
$13.7M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-654- 8.26% |
$151K - $174K
|
7.26K
$2.36M
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-663- 3.48% |
$153K - $176K
|
18.4K
$5.99M
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-667- 0.8% |
$154K - $177K
|
82.4K
$26.9M
|
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-668- 26.63% |
$154K - $178K
|
1.84K
$599K
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-679- 0.95% |
$156K - $181K
|
70.9K
$23.1M
|
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-712- 21.74% |
$164K - $189K
|
2.56K
$835K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-718- 0.92% |
$165K - $191K
|
77.3K
$25.2M
|
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-758- 0.28% |
$175K - $202K
|
265K
$86.4M
|
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-769Closed |
$177K - $205K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-770- 2.44% |
$177K - $205K
|
30.8K
$10M
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-770- 2.41% |
$177K - $205K
|
31.1K
$10.1M
|