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 |
|---|---|---|---|---|---|---|---|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.09KNew |
$263K - $290K
|
1.09K
$355K
|
|
|
Jun 07, 2022
Q4 2021
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.07KNew |
$258K - $284K
|
1.07K
$348K
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
BUY
|
- |
1.06KNew |
$256K - $282K
|
1.06K
$346K
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.06KNew |
$256K - $282K
|
1.06K
$345K
|
|
|
Jan 19, 2022
Q4 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.06KNew |
$255K - $281K
|
1.06K
$345K
|
|
|
Feb 14, 2022
Q4 2021
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
BUY
|
- |
1.06K+ 13.61% |
$255K - $281K
|
8.82K
$2.87M
|
|
|
Feb 09, 2022
Q4 2021
|
Stegner Investment Associates Inc.
|
BUY
|
- |
1.06K+ 3.82% |
$255K - $281K
|
28.7K
$9.35M
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1.06KNew |
$255K - $281K
|
1.06K
$344K
|
|
|
Feb 01, 2022
Q4 2021
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.04KNew |
$251K - $277K
|
1.04K
$339K
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
1.04KNew |
$250K - $276K
|
1.04K
$338K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.03KNew |
$248K - $274K
|
1.03K
$335K
|
|
|
Jan 25, 2022
Q4 2021
|
Harbor Group, Inc.
|
BUY
|
- |
1.01KNew |
$244K - $269K
|
1.01K
$330K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
990+ 25.87% |
$239K - $263K
|
4.82K
$1.57M
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
985+ 15.49% |
$238K - $262K
|
7.35K
$2.39M
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
981+ 0.49% |
$237K - $261K
|
201K
$65.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
973+ 10.22% |
$235K - $259K
|
10.5K
$3.42M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
959New |
$231K - $255K
|
959
$312K
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Finance, LLC
|
BUY
|
- |
954New |
$230K - $254K
|
954
$311K
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
939+ 36.32% |
$227K - $250K
|
3.52K
$1.15M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
932New |
$225K - $248K
|
932
$304K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
928+ 16.63% |
$224K - $247K
|
6.51K
$2.12M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
923+ 2.12% |
$223K - $246K
|
44.5K
$14.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
920New |
$222K - $245K
|
920
$300K
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
919+ 30.38% |
$222K - $244K
|
3.94K
$1.28M
|
|
|
Jan 24, 2022
Q4 2021
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
914New |
$221K - $243K
|
914
$298K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
910+ 5.66% |
$220K - $242K
|
17K
$5.54M
|
|
|
Feb 02, 2022
Q4 2021
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
900New |
$217K - $239K
|
900
$293K
|
|
|
Jan 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
884New |
$213K - $235K
|
884
$288K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
881New |
$213K - $234K
|
881
$287K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
879New |
$212K - $234K
|
879
$286K
|
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
876+ 1.97% |
$211K - $233K
|
45.4K
$14.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
875+ 2.98% |
$211K - $233K
|
30.2K
$9.84M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
867New |
$209K - $231K
|
867
$282K
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
842New |
$203K - $224K
|
842
$274K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
841+ 42.6% |
$203K - $224K
|
2.82K
$917K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
829New |
$200K - $221K
|
829
$270K
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
827+ 10.98% |
$200K - $220K
|
8.36K
$2.72M
|
|
|
Feb 11, 2022
Q4 2021
|
United Bank
Vienna, VA |
BUY
|
- |
825New |
$199K - $219K
|
825
$269K
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
822New |
$198K - $219K
|
822
$268K
|
|
|
Feb 08, 2022
Q4 2021
|
Freedom Day Solutions, LLC
|
BUY
|
- |
811New |
$196K - $216K
|
811
$264K
|
|
|
Jan 27, 2022
Q4 2021
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
810New |
$195K - $215K
|
810
$264K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
808New |
$195K - $215K
|
808
$263K
|
|
|
Feb 02, 2022
Q4 2021
|
Iowa State Bank
|
BUY
|
- |
800New |
$193K - $213K
|
800
$261K
|
|
|
Jan 26, 2022
Q4 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
800New |
$193K - $213K
|
800
$261K
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
794New |
$192K - $211K
|
794
$259K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
788New |
$190K - $210K
|
788
$257K
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
780New |
$188K - $207K
|
780
$254K
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
778New |
$188K - $207K
|
778
$253K
|
|
|
Feb 14, 2022
Q4 2021
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
775New |
$187K - $206K
|
775
$252K
|
|
|
Feb 11, 2022
Q4 2021
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
769New |
$186K - $205K
|
769
$250K
|