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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q1 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
36+ 2.31% |
$8.3K - $9.58K
|
1.6K
$536K
|
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
34+ 1.52% |
$7.84K - $9.05K
|
2.28K
$764K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
32+ 0.28% |
$7.38K - $8.52K
|
11.6K
$3.89M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
31+ 3.63% |
$7.14K - $8.25K
|
885
$297K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
31New |
$7.14K - $8.25K
|
31
$10.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
30+ 0.14% |
$6.91K - $7.98K
|
21.1K
$7.1M
|
|
|
May 12, 2022
Q1 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
29+ 1.06% |
$6.68K - $7.72K
|
2.77K
$931K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
28New |
$6.45K - $7.45K
|
28
$9.4K
|
|
|
Apr 29, 2022
Q1 2022
|
Brown Financial Advisory
|
BUY
|
- |
27+ 0.04% |
$6.22K - $7.18K
|
74K
$24.9M
|
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
26+ 0.28% |
$5.99K - $6.92K
|
9.41K
$3.16M
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
24+ 0.35% |
$5.53K - $6.39K
|
6.98K
$2.34M
|
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
24+ 1.77% |
$5.53K - $6.39K
|
1.38K
$464K
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
21+ 0.03% |
$4.84K - $5.59K
|
77.3K
$25.9M
|
|
|
Apr 20, 2022
Q1 2022
|
17 Capital Partners, LLC
|
BUY
|
- |
20+ 0.65% |
$4.61K - $5.32K
|
3.08K
$1.03M
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
20+ 1.72% |
$4.61K - $5.32K
|
1.18K
$396K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
20+ 0.31% |
$4.61K - $5.32K
|
6.53K
$2.19M
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
17+ 0.2% |
$3.92K - $4.52K
|
8.7K
$2.92M
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16New |
$3.69K - $4.26K
|
16
$5.37K
|
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
16+ 0.22% |
$3.69K - $4.26K
|
7.4K
$2.48M
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
16New |
$3.69K - $4.26K
|
16
$5.37K
|
|
|
May 09, 2022
Q1 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
15+ 0.2% |
$3.46K - $3.99K
|
7.44K
$2.5M
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
13+ 0.3% |
$3K - $3.46K
|
4.38K
$1.47M
|
|
|
Apr 28, 2022
Q1 2022
|
Fullen Financial Group
|
BUY
|
- |
13+ 0.16% |
$3K - $3.46K
|
8.4K
$2.82M
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.08% |
$2.77K - $3.19K
|
15.6K
$5.25M
|
|
|
May 16, 2022
Q1 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
12+ 0.26% |
$2.77K - $3.19K
|
4.68K
$1.57M
|
|
|
Apr 28, 2022
Q1 2022
|
Patten Group, Inc.
|
BUY
|
- |
12+ 0.23% |
$2.77K - $3.19K
|
5.2K
$1.74M
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
11+ 0.3% |
$2.54K - $2.93K
|
3.63K
$1.22M
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
11+ 0.22% |
$2.54K - $2.93K
|
4.99K
$1.68M
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
10+ 0.32% |
$2.3K - $2.66K
|
3.18K
$1.07M
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
9+ 2.18% |
$2.07K - $2.39K
|
422
$142K
|
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
9+ 0.32% |
$2.07K - $2.39K
|
2.81K
$942K
|
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
8+ 0.31% |
$1.84K - $2.13K
|
2.57K
$862K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7+ 0.22% |
$1.61K - $1.86K
|
3.24K
$1.09M
|
|
|
Dec 05, 2023
Q1 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
7+ 0.12% |
$1.61K - $1.86K
|
5.94K
$1.99M
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 0.25% |
$1.61K - $1.86K
|
2.83K
$949K
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
7+ 0.42% |
$1.61K - $1.86K
|
1.68K
$565K
|
|
|
Oct 25, 2024
Q1 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
7+ 0.32% |
$1.61K - $1.86K
|
2.22K
$746K
|
|
|
May 11, 2022
Q1 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
6+ 0.28% |
$1.38K - $1.6K
|
2.15K
$721K
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 0.64% |
$1.38K - $1.6K
|
938
$315K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
6+ 0.1% |
$1.38K - $1.6K
|
6.22K
$2.09M
|
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
6+ 2.91% |
$1.38K - $1.6K
|
212
$71.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
5+ 0.2% |
$1.15K - $1.33K
|
2.46K
$827K
|
|
|
May 03, 2023
Q1 2022
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
5+ 0.31% |
$1.15K - $1.33K
|
1.64K
$549K
|
|
|
May 11, 2022
Q1 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
5+ 0.13% |
$1.15K - $1.33K
|
3.95K
$1.33M
|
|
|
Apr 11, 2022
Q1 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
5+ 0.13% |
$1.15K - $1.33K
|
3.82K
$1.28M
|
|
|
Apr 22, 2022
Q1 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.23% |
$1.15K - $1.33K
|
2.19K
$734K
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5+ 0.17% |
$1.15K - $1.33K
|
2.91K
$977K
|
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
5+ 0.32% |
$1.15K - $1.33K
|
1.57K
$527K
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5+ 0.21% |
$1.15K - $1.33K
|
2.35K
$790K
|
|
|
May 13, 2022
Q1 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.29% |
$1.15K - $1.33K
|
1.71K
$575K
|