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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-739- 2.92% |
$177K - $189K
|
24.6K
$8.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-751- 3.94% |
$180K - $192K
|
18.3K
$6.08M
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
SELL
|
- |
-771- 2.88% |
$185K - $197K
|
26K
$8.63M
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-781- 9.04% |
$187K - $199K
|
7.86K
$2.61M
|
|
|
Nov 12, 2021
Q3 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-787- 19.78% |
$188K - $201K
|
3.19K
$1.06M
|
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-793- 9.92% |
$190K - $203K
|
7.2K
$2.39M
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
SELL
|
- |
-825- 20.19% |
$197K - $211K
|
3.26K
$1.08M
|
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-831- 2.12% |
$199K - $212K
|
38.4K
$12.7M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-831- 1.44% |
$199K - $212K
|
56.9K
$18.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-851- 0.76% |
$204K - $217K
|
111K
$36.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-852- 2.48% |
$204K - $218K
|
33.5K
$11.1M
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-881- 78.1% |
$211K - $225K
|
247
$82K
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-905- 3.37% |
$217K - $231K
|
25.9K
$8.61M
|
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-925Closed |
$221K - $236K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-926Closed |
$222K - $237K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-945- 4.53% |
$226K - $241K
|
19.9K
$6.61M
|
|
|
Nov 15, 2021
Q3 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-949- 50.4% |
$227K - $242K
|
934
$310K
|
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-953- 2.59% |
$228K - $243K
|
35.8K
$11.9M
|
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-959- 20.29% |
$230K - $245K
|
3.77K
$1.25M
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-982- 13.8% |
$235K - $251K
|
6.13K
$2.04M
|
|
|
Oct 08, 2021
Q3 2021
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-986Closed |
$236K - $252K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Geneva Partners, LLC
|
SELL
|
- |
-1.02KClosed |
$244K - $260K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Brown Financial Advisory
|
SELL
|
- |
-1.02K- 1.31% |
$244K - $260K
|
76.8K
$25.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.03K- 18.01% |
$247K - $264K
|
4.7K
$1.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.05KClosed |
$250K - $267K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.05K- 0.65% |
$250K - $267K
|
161K
$53.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.07K- 0.5% |
$255K - $272K
|
213K
$70.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-1.08KClosed |
$257K - $275K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.09KClosed |
$260K - $278K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1.1KClosed |
$264K - $281K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Capital City Trust CO
|
SELL
|
- |
-1.11K- 9.85% |
$266K - $284K
|
10.2K
$3.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.16K- 3.82% |
$279K - $297K
|
29.3K
$9.73M
|
|
|
Oct 07, 2021
Q3 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-1.18KClosed |
$282K - $301K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
SELL
|
- |
-1.23K- 9.76% |
$293K - $313K
|
11.3K
$3.76M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.23K- 4.89% |
$294K - $314K
|
23.9K
$7.93M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.25K- 1.22% |
$300K - $320K
|
101K
$33.6M
|
|
|
Oct 19, 2021
Q3 2021
|
Eastern Bank
|
SELL
|
- |
-1.26K- 27.91% |
$300K - $321K
|
3.24K
$1.08M
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-1.26K- 0.68% |
$301K - $321K
|
184K
$61.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.28K- 0.48% |
$307K - $327K
|
267K
$88.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-1.36K- 6.12% |
$326K - $348K
|
20.9K
$6.94M
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-1.41K- 6.28% |
$337K - $359K
|
21K
$6.97M
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.49KClosed |
$357K - $381K
|
0
$0
|
|
|
Mar 31, 2022
Q3 2021
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.53K- 15.97% |
$367K - $391K
|
8.06K
$2.68M
|
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.56K- 4.95% |
$372K - $397K
|
29.9K
$9.92M
|
|
|
Nov 10, 2021
Q3 2021
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-1.57K- 1.91% |
$376K - $402K
|
81K
$26.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.66K- 0.74% |
$398K - $424K
|
223K
$74M
|
|
|
Nov 03, 2021
Q3 2021
|
Auxano Advisors, LLC
|
SELL
|
- |
-1.69K- 2.85% |
$404K - $431K
|
57.6K
$19.1M
|
|
|
Oct 20, 2021
Q3 2021
|
Domani Wealth, LLC
|
SELL
|
- |
-1.71K- 3.1% |
$410K - $437K
|
53.5K
$17.8M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.81K- 73.82% |
$432K - $462K
|
641
$213K
|
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.84K- 4.16% |
$439K - $469K
|
42.3K
$14M
|