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 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.28KClosed |
$294K - $339K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.28KClosed |
$295K - $340K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.3K- 48.63% |
$299K - $346K
|
1.37K
$454K
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-1.32K- 1.13% |
$304K - $351K
|
116K
$38.2M
|
|
May 03, 2022
Q1 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.32K- 11.85% |
$304K - $351K
|
9.8K
$3.24M
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.33K- 19.51% |
$307K - $355K
|
5.5K
$1.82M
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.34KClosed |
$308K - $356K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.34KClosed |
$308K - $356K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-1.35KClosed |
$311K - $359K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.37K- 6.6% |
$316K - $365K
|
19.4K
$6.42M
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.37KClosed |
$316K - $365K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-1.42K- 12.72% |
$326K - $377K
|
9.71K
$3.21M
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-1.43KClosed |
$329K - $380K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.44K- 91.99% |
$331K - $382K
|
125
$41.3K
|
|
May 23, 2024
Q1 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.46K- 52.88% |
$336K - $388K
|
1.3K
$430K
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.48K- 10.31% |
$342K - $394K
|
12.9K
$4.26M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.49K- 49.82% |
$343K - $396K
|
1.5K
$495K
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.5K- 2.13% |
$346K - $399K
|
68.8K
$22.8M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.51K- 21.94% |
$348K - $402K
|
5.37K
$1.78M
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.53K- 0.61% |
$353K - $407K
|
250K
$82.6M
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.61K- 3.06% |
$371K - $428K
|
51K
$16.9M
|
|
May 06, 2022
Q1 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-1.63K- 2.3% |
$375K - $433K
|
69.2K
$22.9M
|
|
Apr 12, 2022
Q1 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.63K- 1.21% |
$377K - $435K
|
133K
$43.9M
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.64K- 4.03% |
$377K - $435K
|
38.9K
$12.9M
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.73K- 62.19% |
$399K - $460K
|
1.05K
$348K
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.77K- 8.5% |
$407K - $470K
|
19K
$6.28M
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.82KClosed |
$419K - $484K
|
0
$0
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.82K- 99.45% |
$419K - $484K
|
10
$3.31K
|
|
May 05, 2022
Q1 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-1.82K- 4.03% |
$420K - $485K
|
43.5K
$14.4M
|
|
Apr 27, 2022
Q1 2022
|
Ami Asset Management Corp
|
SELL
|
- |
-1.87KClosed |
$431K - $498K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.87K- 7.1% |
$432K - $498K
|
24.5K
$8.1M
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.91K- 7.28% |
$441K - $509K
|
24.4K
$8.06M
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-1.92K- 75.77% |
$443K - $511K
|
614
$203K
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2KClosed |
$461K - $532K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.03K- 0.13% |
$467K - $539K
|
1.61M
$532M
|
|
May 10, 2022
Q1 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.03K- 25.6% |
$468K - $540K
|
5.9K
$1.95M
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.03K- 6.02% |
$468K - $540K
|
31.7K
$10.5M
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-2.16K- 35.71% |
$499K - $576K
|
3.9K
$1.29M
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.18K- 24.73% |
$503K - $581K
|
6.64K
$2.2M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.2KClosed |
$507K - $585K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.23KClosed |
$513K - $592K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-2.27K- 65.43% |
$522K - $603K
|
1.2K
$396K
|
|
May 16, 2022
Q1 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2.3KClosed |
$530K - $612K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.32K- 3.28% |
$535K - $618K
|
68.4K
$22.6M
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.34K- 12.6% |
$539K - $622K
|
16.2K
$5.36M
|
|
May 06, 2022
Q1 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-2.4K- 4.19% |
$554K - $639K
|
54.9K
$18.1M
|
|
May 10, 2022
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-2.46K- 30.45% |
$566K - $654K
|
5.61K
$1.86M
|
|
May 13, 2022
Q1 2022
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-2.47K- 2.98% |
$570K - $658K
|
80.5K
$26.6M
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-2.55KClosed |
$588K - $679K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.65K- 15.45% |
$610K - $704K
|
14.5K
$4.78M
|