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 12, 2022
Q1 2022
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-775Closed |
$179K - $206K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
SELL
|
- |
-780Closed |
$180K - $208K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-788Closed |
$182K - $210K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-800Closed |
$184K - $213K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-801- 26.34% |
$185K - $213K
|
2.24K
$740K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-807- 48.61% |
$186K - $215K
|
853
$282K
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-808Closed |
$186K - $215K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-815- 0.7% |
$188K - $217K
|
115K
$38.1M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-816Closed |
$188K - $217K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-842Closed |
$194K - $224K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-855Closed |
$197K - $228K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-867Closed |
$200K - $231K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-868Closed |
$200K - $231K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-877- 2.32% |
$202K - $233K
|
36.9K
$12.2M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-879Closed |
$203K - $234K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-881Closed |
$203K - $234K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-882- 3.82% |
$203K - $235K
|
22.2K
$7.33M
|
|
|
May 13, 2022
Q1 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-896- 0.75% |
$207K - $238K
|
119K
$39.3M
|
|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-899Closed |
$207K - $239K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-900Closed |
$207K - $239K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-907Closed |
$209K - $241K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-910Closed |
$210K - $242K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-920Closed |
$212K - $245K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-932- 46.9% |
$215K - $248K
|
1.06K
$349K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-942- 13.35% |
$217K - $251K
|
6.11K
$2.02M
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
SELL
|
- |
-963- 4.65% |
$222K - $256K
|
19.7K
$6.52M
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-963- 8.27% |
$222K - $256K
|
10.7K
$3.53M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-970- 11.28% |
$224K - $258K
|
7.63K
$2.52M
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-979- 5.04% |
$226K - $261K
|
18.4K
$6.09M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-980- 4.24% |
$226K - $261K
|
22.1K
$7.32M
|
|
|
Apr 21, 2022
Q1 2022
|
Brewster Financial Planning LLC
|
SELL
|
- |
-990- 0.75% |
$228K - $263K
|
131K
$43.2M
|
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1K- 11.59% |
$230K - $266K
|
7.63K
$2.52M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1K- 0.58% |
$231K - $266K
|
173K
$57.1M
|
|
|
May 04, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-1.03K- 62.12% |
$236K - $273K
|
625
$207K
|
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-1.06KClosed |
$243K - $281K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-1.06KClosed |
$244K - $282K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Ade, LLC
|
SELL
|
- |
-1.06KClosed |
$245K - $282K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.08KClosed |
$249K - $288K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.09KClosed |
$250K - $289K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.14KClosed |
$263K - $303K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.14K- 1.47% |
$264K - $304K
|
76.5K
$25.3M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.17K- 4.66% |
$270K - $312K
|
23.9K
$7.91M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-1.18K- 24.38% |
$271K - $313K
|
3.65K
$1.21M
|
|
|
Apr 14, 2022
Q1 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.2K- 49.55% |
$277K - $319K
|
1.22K
$404K
|
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
SELL
|
- |
-1.21K- 16.08% |
$279K - $323K
|
6.32K
$2.09M
|
|
|
May 12, 2022
Q1 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.22KClosed |
$281K - $324K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.22K- 40.87% |
$282K - $325K
|
1.77K
$584K
|
|
|
Apr 19, 2022
Q1 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.23K- 3.37% |
$284K - $328K
|
35.3K
$11.7M
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.25K- 2.56% |
$287K - $331K
|
47.5K
$15.7M
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-1.25K- 10.87% |
$288K - $332K
|
10.2K
$3.38M
|