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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
1.39KNew |
$320K - $369K
|
1.39K
$452K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.37KNew |
$315K - $363K
|
1.37K
$445K
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.33KNew |
$307K - $354K
|
1.33K
$434K
|
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.29KNew |
$296K - $342K
|
1.29K
$419K
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.26K+ 7.41% |
$290K - $335K
|
18.3K
$5.95M
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
1.26KNew |
$290K - $335K
|
1.26K
$410K
|
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.21K+ 23.23% |
$278K - $321K
|
6.41K
$2.09M
|
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
BUY
|
- |
1.2KNew |
$276K - $319K
|
1.2K
$390K
|
|
|
May 13, 2022
Q1 2022
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
1.19K+ 13.49% |
$274K - $317K
|
10K
$3.26M
|
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.15KNew |
$264K - $305K
|
1.15K
$373K
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.13K+ 76.26% |
$261K - $301K
|
2.61K
$851K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.12K+ 21.45% |
$258K - $298K
|
6.34K
$2.06M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.12KNew |
$257K - $297K
|
1.12K
$363K
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
1.11KNew |
$256K - $295K
|
1.11K
$362K
|
|
|
May 12, 2022
Q1 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.09KNew |
$251K - $290K
|
1.09K
$355K
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.07K+ 114.59% |
$246K - $284K
|
2K
$651K
|
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.04K+ 2.27% |
$239K - $276K
|
46.7K
$15.2M
|
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.03K+ 19.94% |
$236K - $273K
|
6.17K
$2.01M
|
|
|
May 17, 2022
Q1 2022
|
Notis Mc Conarty Edward
|
BUY
|
- |
995+ 21.23% |
$229K - $265K
|
5.68K
$1.85M
|
|
|
Apr 20, 2022
Q1 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
983+ 7.39% |
$227K - $262K
|
14.3K
$4.66M
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
953New |
$220K - $254K
|
953
$310K
|
|
|
May 13, 2022
Q1 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
945+ 29.12% |
$218K - $251K
|
4.19K
$1.36M
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
934New |
$215K - $249K
|
934
$304K
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
931+ 0.92% |
$215K - $248K
|
102K
$33.3M
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
900+ 10.73% |
$207K - $239K
|
9.29K
$3.03M
|
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
895+ 18.58% |
$206K - $238K
|
5.71K
$1.86M
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
894+ 58.85% |
$206K - $238K
|
2.41K
$786K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
882New |
$203K - $235K
|
882
$287K
|
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
882New |
$203K - $235K
|
882
$287K
|
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
866+ 8.47% |
$200K - $230K
|
11.1K
$3.61M
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
861+ 1103.85% |
$198K - $229K
|
939
$306K
|
|
|
May 09, 2022
Q1 2022
|
Hyman Charles D
|
BUY
|
- |
858New |
$198K - $228K
|
858
$279K
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
841New |
$194K - $224K
|
841
$274K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
834+ 0.8% |
$192K - $222K
|
105K
$34.3M
|
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
814+ 0.94% |
$188K - $217K
|
87.1K
$28.4M
|
|
|
May 05, 2022
Q1 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
809New |
$186K - $215K
|
809
$264K
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
794+ 52.58% |
$183K - $211K
|
2.3K
$750K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
776+ 25.42% |
$179K - $207K
|
3.83K
$1.25M
|
|
|
May 10, 2022
Q1 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
763+ 0.22% |
$176K - $203K
|
356K
$116M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
739+ 1.87% |
$170K - $197K
|
40.2K
$13.1M
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
711+ 640.54% |
$164K - $189K
|
822
$268K
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
691+ 6.83% |
$159K - $184K
|
10.8K
$3.52M
|
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
BUY
|
- |
683+ 2.41% |
$157K - $182K
|
29.1K
$9.47M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
667New |
$154K - $177K
|
667
$217K
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
667+ 16.21% |
$154K - $177K
|
4.78K
$1.56M
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
662+ 5.78% |
$153K - $176K
|
12.1K
$3.94M
|
|
|
May 06, 2022
Q1 2022
|
Jordan Park Group LLC
|
BUY
|
- |
654+ 1.53% |
$151K - $174K
|
43.4K
$14.1M
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
611New |
$141K - $163K
|
611
$199K
|
|
|
May 05, 2022
Q1 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
610+ 12.99% |
$141K - $162K
|
5.31K
$1.73M
|
|
|
May 02, 2022
Q1 2022
|
Corundum Group, Inc.
|
BUY
|
- |
600+ 4.98% |
$138K - $160K
|
12.6K
$4.12M
|