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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
273+ 255.14% |
$65.9K - $72.6K
|
380
$124K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
262+ 11.73% |
$63.2K - $69.7K
|
2.5K
$813K
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
260New |
$62.7K - $69.2K
|
260
$84.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
260+ 6500.0% |
$62.7K - $69.2K
|
264
$86K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
259+ 2.82% |
$62.5K - $68.9K
|
9.44K
$3.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
255+ 0.97% |
$61.5K - $67.8K
|
26.5K
$8.62M
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
250New |
$60.3K - $66.5K
|
250
$81.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
247+ 0.74% |
$59.6K - $65.7K
|
33.7K
$11M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
240+ 2.76% |
$57.9K - $63.8K
|
8.93K
$2.91M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
236+ 3.55% |
$57K - $62.8K
|
6.88K
$2.24M
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
231+ 27.66% |
$55.7K - $61.5K
|
1.07K
$347K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
230New |
$55.5K - $61.2K
|
230
$74.9K
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
221+ 0.78% |
$53.3K - $58.8K
|
28.4K
$9.24M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
220+ 2.27% |
$53.1K - $58.5K
|
9.91K
$3.23M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
215New |
$51.9K - $57.2K
|
215
$70K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
210+ 3.49% |
$50.7K - $55.9K
|
6.22K
$2.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
209New |
$50.4K - $55.6K
|
209
$68.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
192+ 6.36% |
$46.3K - $51.1K
|
3.21K
$1.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
191+ 0.82% |
$46.1K - $50.8K
|
23.4K
$7.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
185New |
$44.6K - $49.2K
|
185
$60.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
180+ 5.41% |
$43.4K - $47.9K
|
3.51K
$1.14M
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
178+ 1.83% |
$43K - $47.4K
|
9.89K
$3.22M
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
171+ 11.61% |
$41.3K - $45.5K
|
1.64K
$536K
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
171+ 10.32% |
$41.3K - $45.5K
|
1.83K
$595K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
168+ 3.34% |
$40.5K - $44.7K
|
5.2K
$1.69M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
167New |
$40.3K - $44.4K
|
167
$54.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
165New |
$39.8K - $43.9K
|
165
$53.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
165+ 5.89% |
$39.8K - $43.9K
|
2.97K
$966K
|
|
|
Jan 19, 2022
Q4 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
160+ 50.0% |
$38.6K - $42.6K
|
480
$156K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
160+ 1.6% |
$38.6K - $42.6K
|
10.2K
$3.32M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
157+ 7.24% |
$37.9K - $41.8K
|
2.33K
$758K
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
156+ 10.47% |
$37.6K - $41.5K
|
1.65K
$536K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
154+ 3.16% |
$37.2K - $41K
|
5.02K
$1.64M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
152+ 17.88% |
$36.7K - $40.4K
|
1K
$326K
|
|
|
Feb 14, 2022
Q4 2021
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
150+ 0.26% |
$36.2K - $39.9K
|
58.1K
$18.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
147+ 15.81% |
$35.5K - $39.1K
|
1.08K
$351K
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
147+ 0.13% |
$35.5K - $39.1K
|
114K
$37.2M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
146+ 3.95% |
$35.2K - $38.8K
|
3.84K
$1.25M
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
145+ 54.1% |
$35K - $38.6K
|
413
$135K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
131+ 187.14% |
$31.6K - $34.8K
|
201
$65.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
127+ 2.95% |
$30.6K - $33.8K
|
4.43K
$1.44M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
125New |
$30.2K - $33.3K
|
125
$40.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
124New |
$29.9K - $33K
|
124
$40.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
122+ 1.74% |
$29.4K - $32.5K
|
7.12K
$2.32M
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
120+ 4.18% |
$29K - $31.9K
|
2.99K
$974K
|
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
112+ 0.13% |
$27K - $29.8K
|
86.3K
$28.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
107+ 823.08% |
$25.8K - $28.5K
|
120
$39.1K
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
103+ 100.0% |
$24.9K - $27.4K
|
206
$67.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
101+ 1.84% |
$24.4K - $26.9K
|
5.6K
$1.82M
|
|
|
Jan 25, 2022
Q4 2021
|
Mc Cutchen Group LLC
|
BUY
|
- |
100+ 0.62% |
$24.1K - $26.6K
|
16.2K
$5.29M
|