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 02, 2022
Q1 2022
|
Corundum Group, Inc.
|
BUY
|
- |
600+ 4.98% |
$138K - $160K
|
12.6K
$4.25M
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
590+ 25.76% |
$136K - $157K
|
2.88K
$967K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
540New |
$124K - $144K
|
540
$181K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
523+ 26.32% |
$121K - $139K
|
2.51K
$843K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
513+ 10.31% |
$118K - $137K
|
5.49K
$1.84M
|
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
500New |
$115K - $133K
|
500
$168K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
495+ 15.42% |
$114K - $132K
|
3.71K
$1.24M
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
BUY
|
- |
481+ 0.97% |
$111K - $128K
|
49.9K
$16.7M
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
479+ 16.16% |
$110K - $127K
|
3.44K
$1.16M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
470+ 31.33% |
$108K - $125K
|
1.97K
$661K
|
|
|
May 06, 2022
Q1 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
467+ 2.52% |
$108K - $124K
|
19K
$6.38M
|
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
445New |
$103K - $118K
|
445
$149K
|
|
|
May 13, 2022
Q1 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
442+ 2.82% |
$102K - $118K
|
16.1K
$5.41M
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
435+ 22.7% |
$100K - $116K
|
2.35K
$789K
|
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
BUY
|
- |
409+ 7.06% |
$94.3K - $109K
|
6.21K
$2.08M
|
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
403+ 0.96% |
$92.9K - $107K
|
42.4K
$14.2M
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
380+ 0.79% |
$87.6K - $101K
|
48.5K
$16.3M
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
380+ 0.79% |
$87.6K - $101K
|
48.5K
$16.3M
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
373+ 41.26% |
$86K - $99.3K
|
1.28K
$429K
|
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
367+ 35.39% |
$84.6K - $97.7K
|
1.4K
$471K
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
359+ 5.04% |
$82.7K - $95.5K
|
7.48K
$2.51M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
358+ 7.37% |
$82.5K - $95.3K
|
5.22K
$1.75M
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
355+ 8.01% |
$81.8K - $94.5K
|
4.79K
$1.61M
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
349+ 6.86% |
$80.4K - $92.9K
|
5.44K
$1.83M
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
343+ 4.88% |
$79.1K - $91.3K
|
7.38K
$2.48M
|
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
330+ 22.22% |
$76.1K - $87.8K
|
1.82K
$609K
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
325+ 0.89% |
$74.9K - $86.5K
|
36.7K
$12.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
BUY
|
- |
323+ 1.4% |
$74.4K - $86K
|
23.4K
$7.85M
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
320New |
$73.8K - $85.2K
|
320
$107K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
319+ 11.86% |
$73.5K - $84.9K
|
3.01K
$1.01M
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
313+ 0.13% |
$72.1K - $83.3K
|
248K
$83.2M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
303+ 7.89% |
$69.8K - $80.6K
|
4.14K
$1.39M
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
300+ 100.0% |
$69.1K - $79.8K
|
600
$201K
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
297+ 3.64% |
$68.5K - $79K
|
8.45K
$2.84M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
295+ 9.47% |
$68K - $78.5K
|
3.41K
$1.14M
|
|
|
May 10, 2022
Q1 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
292+ 2.83% |
$67.3K - $77.7K
|
10.6K
$3.56M
|
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
287+ 16.99% |
$66.1K - $76.4K
|
1.98K
$663K
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
285+ 1.08% |
$65.7K - $75.8K
|
26.8K
$8.98M
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
273+ 11.74% |
$62.9K - $72.6K
|
2.6K
$873K
|
|
|
May 10, 2022
Q1 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
247+ 12.47% |
$56.9K - $65.7K
|
2.23K
$748K
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
230+ 3.6% |
$53K - $61.2K
|
6.62K
$2.22M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
218+ 2.14% |
$50.2K - $58K
|
10.4K
$3.49M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
217New |
$50K - $57.7K
|
217
$72.9K
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
214+ 1.88% |
$49.3K - $56.9K
|
11.6K
$3.9M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
210+ 333.33% |
$48.4K - $55.9K
|
273
$91.7K
|
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
200+ 0.98% |
$46.1K - $53.2K
|
20.6K
$6.93M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
191+ 20.45% |
$44K - $50.8K
|
1.13K
$378K
|
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
191+ 2.47% |
$44K - $50.8K
|
7.91K
$2.66M
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
191+ 20.45% |
$44K - $50.8K
|
1.13K
$378K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
183+ 2.88% |
$42.2K - $48.7K
|
6.53K
$2.19M
|