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 |
---|---|---|---|---|---|---|---|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
230+ 0.1% |
$55K - $58.7K
|
225K
$74.3M
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
229+ 2.8% |
$54.8K - $58.5K
|
8.41K
$2.77M
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
224+ 11.99% |
$53.6K - $57.2K
|
2.09K
$689K
|
|
Nov 09, 2021
Q3 2021
|
Robinson Capital Management, LLC
|
BUY
|
- |
220New |
$52.7K - $56.2K
|
220
$72.5K
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
218+ 0.48% |
$52.2K - $55.7K
|
45.4K
$15M
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
216+ 6.76% |
$51.7K - $55.2K
|
3.41K
$1.12M
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
214+ 9.61% |
$51.2K - $54.7K
|
2.44K
$804K
|
|
Nov 12, 2021
Q3 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
200+ 7.69% |
$47.9K - $51.1K
|
2.8K
$922K
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
196New |
$46.9K - $50.1K
|
196
$64.6K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
194+ 2.26% |
$46.4K - $49.6K
|
8.8K
$2.9M
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
193+ 3.02% |
$46.2K - $49.3K
|
6.59K
$2.17M
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
193New |
$46.2K - $49.3K
|
193
$63.6K
|
|
Oct 26, 2021
Q3 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
191+ 1.77% |
$45.7K - $48.8K
|
11K
$3.61M
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
191+ 8.18% |
$45.7K - $48.8K
|
2.53K
$832K
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
176+ 7.0% |
$42.1K - $45K
|
2.69K
$886K
|
|
Nov 10, 2021
Q3 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
175+ 16.1% |
$41.9K - $44.7K
|
1.26K
$416K
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
BUY
|
- |
175+ 2.04% |
$41.9K - $44.7K
|
8.75K
$2.88M
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
169+ 169.0% |
$40.4K - $43.2K
|
269
$88.6K
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
BUY
|
- |
162+ 5.0% |
$38.8K - $41.4K
|
3.4K
$1.12M
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
162+ 360.0% |
$38.8K - $41.4K
|
207
$68.2K
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
144+ 5.28% |
$34.5K - $36.8K
|
2.87K
$945K
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
139+ 0.29% |
$33.3K - $35.5K
|
48.5K
$16M
|
|
Nov 15, 2021
Q3 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
128+ 1.45% |
$30.6K - $32.7K
|
8.99K
$2.96M
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
127+ 1.11% |
$30.4K - $32.4K
|
11.6K
$3.82M
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
117+ 6.74% |
$28K - $29.9K
|
1.85K
$611K
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
116+ 17.52% |
$27.8K - $29.6K
|
778
$256K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
115+ 15.6% |
$27.5K - $29.4K
|
852
$281K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
111New |
$26.6K - $28.4K
|
111
$36.6K
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
100+ 4.41% |
$23.9K - $25.5K
|
2.37K
$781K
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
98+ 12.3% |
$23.5K - $25K
|
895
$295K
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
97+ 5.15% |
$23.2K - $24.8K
|
1.98K
$653K
|
|
Oct 18, 2021
Q3 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
97+ 6.86% |
$23.2K - $24.8K
|
1.51K
$498K
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
96+ 2.81% |
$23K - $24.5K
|
3.51K
$1.16M
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
94+ 0.05% |
$22.5K - $24K
|
200K
$66M
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
91+ 2.04% |
$21.8K - $23.2K
|
4.55K
$1.5M
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
88+ 1.81% |
$21.1K - $22.5K
|
4.96K
$1.63M
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
83New |
$19.9K - $21.2K
|
83
$27.3K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
80+ 1.63% |
$19.1K - $20.4K
|
5K
$1.65M
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
78+ 26.0% |
$18.7K - $19.9K
|
378
$125K
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
77+ 1.61% |
$18.4K - $19.7K
|
4.87K
$1.6M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
74+ 4.21% |
$17.7K - $18.9K
|
1.83K
$603K
|
|
Nov 02, 2021
Q3 2021
|
Corundum Group, Inc.
|
BUY
|
- |
70+ 0.62% |
$16.8K - $17.9K
|
11.4K
$3.75M
|
|
Nov 15, 2021
Q3 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
70+ 0.45% |
$16.8K - $17.9K
|
15.7K
$5.18M
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
63+ 4.41% |
$15.1K - $16.1K
|
1.49K
$491K
|
|
Nov 12, 2021
Q3 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
62+ 2.22% |
$14.8K - $15.8K
|
2.86K
$941K
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
60+ 0.23% |
$14.4K - $15.3K
|
26.5K
$8.73M
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
60+ 4.68% |
$14.4K - $15.3K
|
1.34K
$442K
|
|
Nov 02, 2021
Q3 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
58+ 2.47% |
$13.9K - $14.8K
|
2.4K
$792K
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
56+ 0.33% |
$13.4K - $14.3K
|
17.1K
$5.62M
|
|
Nov 05, 2021
Q3 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
44+ 1.67% |
$10.5K - $11.2K
|
2.68K
$883K
|