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 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.01% |
$239 - $255
|
8.41K
$2.79M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.38% |
$239 - $255
|
262
$87K
|
|
|
Nov 12, 2021
Q3 2021
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
1+ 0.03% |
$239 - $255
|
3.6K
$1.19M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1+ 0.07% |
$239 - $255
|
1.48K
$492K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
1+ 0.24% |
$239 - $255
|
414
$137K
|
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1+ 0.02% |
$239 - $255
|
5.5K
$1.83M
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.47% |
$239 - $255
|
213
$70.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.11% |
$239 - $255
|
920
$306K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.93% |
$239 - $255
|
108
$35.9K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-1- 0.02% |
$239 - $255
|
6.34K
$2.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2- -0.0% |
$479 - $511
|
52.8K
$17.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2- 0.17% |
$479 - $511
|
1.16K
$384K
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2- 0.2% |
$479 - $511
|
1.02K
$337K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-4- 11.76% |
$957 - $1.02K
|
30
$9.96K
|
|
|
Oct 22, 2021
Q3 2021
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-5- 0.35% |
$1.2K - $1.28K
|
1.43K
$476K
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-5- 0.35% |
$1.2K - $1.28K
|
1.43K
$473K
|
|
|
Oct 08, 2021
Q3 2021
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-6- 0.57% |
$1.44K - $1.53K
|
1.05K
$349K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-8- 0.09% |
$1.91K - $2.04K
|
8.47K
$2.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Holistic Financial Partners
|
SELL
|
- |
-8- 0.92% |
$1.91K - $2.04K
|
859
$285K
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-8- 0.31% |
$1.91K - $2.04K
|
2.58K
$857K
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-8- 0.11% |
$1.91K - $2.04K
|
7K
$2.32M
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-9- 0.51% |
$2.15K - $2.3K
|
1.75K
$582K
|
|
|
Nov 08, 2021
Q3 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-9- 0.12% |
$2.15K - $2.3K
|
7.44K
$2.47M
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-10- 1.04% |
$2.39K - $2.55K
|
954
$317K
|
|
|
Nov 12, 2021
Q3 2021
|
Covenant Partners, LLC
|
SELL
|
- |
-10- 1.0% |
$2.39K - $2.55K
|
995
$330K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-12Closed |
$2.87K - $3.07K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-13- 0.09% |
$3.11K - $3.32K
|
14.7K
$4.88M
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
SELL
|
- |
-14- 0.16% |
$3.35K - $3.58K
|
8.63K
$2.87M
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-14- 0.27% |
$3.35K - $3.58K
|
5.08K
$1.69M
|
|
|
Oct 18, 2021
Q3 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-16- 0.96% |
$3.83K - $4.09K
|
1.65K
$546K
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-16- 0.02% |
$3.83K - $4.09K
|
90.7K
$30.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Sepio Capital, LP
|
SELL
|
- |
-17- 0.05% |
$4.07K - $4.34K
|
31.5K
$10.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-19- 0.21% |
$4.55K - $4.85K
|
9.18K
$3.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-19- 0.55% |
$4.55K - $4.85K
|
3.46K
$1.15M
|
|
|
Nov 12, 2021
Q3 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-20- 0.81% |
$4.79K - $5.11K
|
2.45K
$812K
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-20- 0.1% |
$4.79K - $5.11K
|
20.5K
$6.82M
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-20- 0.19% |
$4.79K - $5.11K
|
10.6K
$3.53M
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-20- 1.34% |
$4.79K - $5.11K
|
1.47K
$489K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-21- 0.12% |
$5.03K - $5.36K
|
17.2K
$5.71M
|
|
|
Nov 09, 2021
Q3 2021
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-21- 0.29% |
$5.03K - $5.36K
|
7.21K
$2.39M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-23- 0.95% |
$5.5K - $5.87K
|
2.39K
$795K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-24Closed |
$5.74K - $6.13K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-24- 0.37% |
$5.74K - $6.13K
|
6.49K
$2.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-24- 2.58% |
$5.74K - $6.13K
|
906
$301K
|
|
|
Nov 15, 2021
Q3 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-24- 0.15% |
$5.74K - $6.13K
|
15.6K
$5.18M
|
|
|
Nov 02, 2021
Q3 2021
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-25- 0.13% |
$5.98K - $6.39K
|
19.5K
$6.49M
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-26- 0.05% |
$6.22K - $6.64K
|
53K
$17.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-28- 41.18% |
$6.7K - $7.15K
|
40
$13.3K
|
|
|
Nov 05, 2021
Q3 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-28- 3.14% |
$6.7K - $7.15K
|
863
$287K
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-28- 0.63% |
$6.7K - $7.15K
|
4.43K
$1.47M
|