Purchases and Sales Made in Q3 2021 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.06KNew |
$492K - $525K
|
2.06K
$677K
|
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.97K+ 5.89% |
$470K - $502K
|
35.3K
$11.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.96KNew |
$470K - $502K
|
1.96K
$647K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.91K+ 49.08% |
$458K - $489K
|
5.81K
$1.91M
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.9K+ 0.93% |
$454K - $485K
|
205K
$67.6M
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.82KNew |
$435K - $464K
|
1.82K
$599K
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.76K+ 2.39% |
$421K - $450K
|
75.4K
$24.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Rice Partnership, LLC
|
BUY
|
- |
1.72K+ 3.57% |
$411K - $438K
|
49.8K
$16.4M
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.72K+ 4.08% |
$410K - $438K
|
43.7K
$14.4M
|
|
|
Nov 03, 2021
Q3 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.64K+ 2.59% |
$393K - $419K
|
65.1K
$21.4M
|
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.63K+ 2.72% |
$390K - $416K
|
61.5K
$20.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
1.62K+ 0.25% |
$388K - $415K
|
652K
$215M
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
1.57K+ 3.71% |
$376K - $401K
|
43.9K
$14.5M
|
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
1.57KNew |
$375K - $400K
|
1.57K
$516K
|
|
|
Nov 10, 2021
Q3 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.56K+ 48.16% |
$372K - $397K
|
4.78K
$1.58M
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
1.55K+ 31.24% |
$371K - $396K
|
6.51K
$2.14M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.54KNew |
$369K - $394K
|
1.54K
$508K
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.52K+ 13.83% |
$364K - $388K
|
12.5K
$4.12M
|
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.5K+ 29.75% |
$358K - $382K
|
6.53K
$2.15M
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.48K+ 98.21% |
$354K - $378K
|
2.99K
$984K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.44K+ 2.73% |
$344K - $368K
|
54.1K
$17.8M
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.44K+ 2.73% |
$344K - $368K
|
54.1K
$17.8M
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.41K+ 631.25% |
$338K - $361K
|
1.64K
$540K
|
|
|
Nov 02, 2021
Q3 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1.37K+ 0.77% |
$327K - $349K
|
179K
$59M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
1.36KNew |
$324K - $346K
|
1.36K
$446K
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.32K+ 14.9% |
$316K - $337K
|
10.2K
$3.36M
|
|
|
Oct 25, 2021
Q3 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.32K+ 1.68% |
$315K - $336K
|
79.8K
$26.3M
|
|
|
Oct 13, 2021
Q3 2021
|
Ferguson Shapiro LLC
|
BUY
|
- |
1.27K+ 1.16% |
$303K - $323K
|
110K
$36.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
1.22K+ 107.85% |
$293K - $312K
|
2.36K
$776K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.19K+ 3.03% |
$284K - $303K
|
40.3K
$13.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.18K+ 192.33% |
$282K - $301K
|
1.79K
$590K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.18K+ 1.23% |
$281K - $300K
|
96.6K
$31.8M
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.12KNew |
$269K - $287K
|
1.12K
$370K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.11K+ 4.04% |
$267K - $285K
|
28.7K
$9.44M
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
1.11K+ 20.48% |
$266K - $284K
|
6.55K
$2.16M
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.1K+ 61.25% |
$263K - $281K
|
2.9K
$954K
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.07KNew |
$256K - $273K
|
1.07K
$352K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.06K+ 65.71% |
$253K - $270K
|
2.67K
$879K
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.03K+ 42.48% |
$247K - $264K
|
3.47K
$1.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
1.03KNew |
$246K - $262K
|
1.03K
$338K
|
|
|
Oct 14, 2021
Q3 2021
|
Scharf Investments, LLC
|
BUY
|
- |
1.02KNew |
$245K - $262K
|
1.02K
$337K
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
982+ 11.26% |
$235K - $251K
|
9.71K
$3.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
975+ 90.7% |
$233K - $249K
|
2.05K
$675K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
970New |
$232K - $248K
|
970
$320K
|
|
|
Oct 26, 2021
Q3 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
969+ 0.84% |
$232K - $248K
|
116K
$38.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
944New |
$226K - $241K
|
944
$311K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
922New |
$221K - $235K
|
922
$304K
|
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
917New |
$219K - $234K
|
917
$302K
|
|
|
Oct 29, 2021
Q3 2021
|
O Donnell Financial Services, LLC
|
BUY
|
- |
914New |
$219K - $233K
|
914
$301K
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
904New |
$216K - $231K
|
904
$298K
|