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 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-262- 0.59% |
$62.7K - $66.9K
|
44.4K
$14.7M
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
SELL
|
- |
-265- 2.31% |
$63.4K - $67.7K
|
11.2K
$3.72M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-270- 3.87% |
$64.6K - $69K
|
6.71K
$2.23M
|
|
|
Oct 13, 2021
Q3 2021
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-272- 0.2% |
$65.1K - $69.5K
|
134K
$44.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-295- 18.55% |
$70.6K - $75.3K
|
1.3K
$429K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-302- 3.61% |
$72.3K - $77.1K
|
8.06K
$2.67M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-311- 1.97% |
$74.4K - $79.4K
|
15.5K
$5.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-314- 5.94% |
$75.1K - $80.2K
|
4.97K
$1.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-317- 6.34% |
$75.9K - $81K
|
4.68K
$1.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-324- 1.95% |
$77.5K - $82.8K
|
16.3K
$5.39M
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-330- 2.91% |
$79K - $84.3K
|
11K
$3.65M
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-336- 3.09% |
$80.4K - $85.8K
|
10.5K
$3.49M
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-343- 0.43% |
$82.1K - $87.6K
|
78.7K
$26.1M
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-350- 7.31% |
$83.8K - $89.4K
|
4.44K
$1.47M
|
|
|
Nov 10, 2021
Q3 2021
|
Notis Mc Conarty Edward
|
SELL
|
- |
-350- 6.95% |
$83.8K - $89.4K
|
4.69K
$1.55M
|
|
|
Sep 01, 2023
Q3 2021
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-367- 2.18% |
$87.8K - $93.7K
|
16.5K
$5.45M
|
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-382- 0.85% |
$91.4K - $97.6K
|
44.5K
$14.8M
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-382- 28.81% |
$91.4K - $97.6K
|
944
$313K
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-406- 8.62% |
$97.2K - $104K
|
4.3K
$1.43M
|
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-407- 5.62% |
$97.4K - $104K
|
6.83K
$2.26M
|
|
|
Oct 12, 2021
Q3 2021
|
Resource Planning Group
|
SELL
|
- |
-415- 7.28% |
$99.3K - $106K
|
5.28K
$1.75M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-416- 56.75% |
$99.6K - $106K
|
317
$105K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-470- 0.71% |
$112K - $120K
|
66K
$21.9M
|
|
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-474- 1.64% |
$113K - $121K
|
28.5K
$9.45M
|
|
|
Oct 27, 2021
Q3 2021
|
Brightworth
|
SELL
|
- |
-481- 6.0% |
$115K - $123K
|
7.53K
$2.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-481- 0.59% |
$115K - $123K
|
81K
$26.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-485- 2.78% |
$116K - $124K
|
17K
$5.63M
|
|
|
Oct 26, 2021
Q3 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-500- 5.04% |
$120K - $128K
|
9.42K
$3.12M
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-500- 7.59% |
$120K - $128K
|
6.09K
$2.02M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-500- 7.59% |
$120K - $128K
|
6.09K
$2.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-506- 8.42% |
$121K - $129K
|
5.5K
$1.82M
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-523- 1.02% |
$125K - $134K
|
50.9K
$16.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-532- 2.24% |
$127K - $136K
|
23.2K
$7.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-545- 0.99% |
$130K - $139K
|
54.3K
$18M
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-556- 2.51% |
$133K - $142K
|
21.6K
$7.17M
|
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-579- 3.52% |
$139K - $148K
|
15.9K
$5.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-595- 0.05% |
$142K - $152K
|
1.17M
$386M
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-639- 24.69% |
$153K - $163K
|
1.95K
$646K
|
|
|
Oct 12, 2021
Q3 2021
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-659- 11.58% |
$158K - $168K
|
5.03K
$1.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-661- 1.3% |
$158K - $169K
|
50.1K
$16.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-667- 1.17% |
$160K - $170K
|
56.5K
$18.7M
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-677- 8.79% |
$162K - $173K
|
7.03K
$2.33M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-681- 7.27% |
$163K - $174K
|
8.69K
$2.88M
|
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
SELL
|
- |
-694- 3.13% |
$166K - $177K
|
21.5K
$7.13M
|
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-700- 3.38% |
$168K - $179K
|
20K
$6.63M
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-709- 1.63% |
$170K - $181K
|
42.9K
$14.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-714- 5.87% |
$171K - $182K
|
11.5K
$3.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-716- 3.0% |
$171K - $183K
|
23.1K
$7.67M
|
|
|
Oct 20, 2021
Q3 2021
|
Trust CO
|
SELL
|
- |
-722- 2.76% |
$173K - $184K
|
25.4K
$8.43M
|
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-739- 0.63% |
$177K - $189K
|
117K
$38.8M
|