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 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-20Closed |
$4.61K - $5.32K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-20- 0.16% |
$4.61K - $5.32K
|
12.5K
$4.19M
|
|
|
Apr 18, 2022
Q1 2022
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-20- 1.21% |
$4.61K - $5.32K
|
1.63K
$547K
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-22- 0.19% |
$5.07K - $5.85K
|
11.3K
$3.8M
|
|
|
May 10, 2022
Q1 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-22- 1.91% |
$5.07K - $5.85K
|
1.13K
$378K
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-23- 0.12% |
$5.3K - $6.12K
|
18.5K
$6.22M
|
|
|
May 03, 2022
Q1 2022
|
Investmark Advisory Group LLC
|
SELL
|
- |
-23- 2.24% |
$5.3K - $6.12K
|
1.01K
$338K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-25Closed |
$5.76K - $6.65K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-25- 1.63% |
$5.76K - $6.65K
|
1.51K
$506K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-27- 1.05% |
$6.22K - $7.18K
|
2.55K
$855K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-27- 0.13% |
$6.22K - $7.18K
|
20.7K
$6.93M
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-29- 0.84% |
$6.68K - $7.72K
|
3.42K
$1.15M
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-30- 0.34% |
$6.91K - $7.98K
|
8.68K
$2.92M
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30- 3.23% |
$6.91K - $7.98K
|
899
$302K
|
|
|
Apr 27, 2022
Q1 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-30- 3.46% |
$6.91K - $7.98K
|
837
$281K
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-31- 0.93% |
$7.14K - $8.25K
|
3.31K
$1.11M
|
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-32- 1.59% |
$7.38K - $8.52K
|
1.98K
$665K
|
|
|
Apr 26, 2022
Q1 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-32- 26.67% |
$7.38K - $8.52K
|
88
$29.5K
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-35- 1.86% |
$8.07K - $9.31K
|
1.85K
$619K
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-36- 0.36% |
$8.3K - $9.58K
|
9.85K
$3.31M
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-36- 1.58% |
$8.3K - $9.58K
|
2.24K
$753K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-39- 67.24% |
$8.99K - $10.4K
|
19
$6.38K
|
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-40- 2.25% |
$9.22K - $10.6K
|
1.74K
$583K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-40- 78.43% |
$9.22K - $10.6K
|
11
$3.69K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-41- 1.05% |
$9.45K - $10.9K
|
3.88K
$1.3M
|
|
|
May 16, 2022
Q1 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-44- 0.56% |
$10.1K - $11.7K
|
7.86K
$2.64M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-46- 0.72% |
$10.6K - $12.2K
|
6.32K
$2.12M
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-46- 1.42% |
$10.6K - $12.2K
|
3.19K
$1.07M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-46- 2.38% |
$10.6K - $12.2K
|
1.88K
$633K
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-47- 0.72% |
$10.8K - $12.5K
|
6.49K
$2.18M
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-48- 0.09% |
$11.1K - $12.8K
|
52.5K
$17.6M
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
SELL
|
- |
-49- 0.61% |
$11.3K - $13K
|
7.95K
$2.67M
|
|
|
Apr 20, 2022
Q1 2022
|
West Coast Financial LLC
|
SELL
|
- |
-50- 0.5% |
$11.5K - $13.3K
|
9.94K
$3.34M
|
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-50- 3.02% |
$11.5K - $13.3K
|
1.61K
$540K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-50- 0.73% |
$11.5K - $13.3K
|
6.78K
$2.28M
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-50- 11.11% |
$11.5K - $13.3K
|
400
$134K
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-51- 0.4% |
$11.8K - $13.6K
|
12.6K
$4.23M
|
|
|
Apr 19, 2022
Q1 2022
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-52- 1.96% |
$12K - $13.8K
|
2.6K
$873K
|
|
|
Apr 20, 2022
Q1 2022
|
Capital City Trust CO
|
SELL
|
- |
-52- 0.56% |
$12K - $13.8K
|
9.26K
$3.11M
|
|
|
Apr 14, 2022
Q1 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-52- 0.48% |
$12K - $13.8K
|
10.8K
$3.62M
|
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-55- 1.28% |
$12.7K - $14.6K
|
4.23K
$1.42M
|
|
|
Apr 20, 2022
Q1 2022
|
Riverbridge Partners LLC
|
SELL
|
- |
-55- 2.05% |
$12.7K - $14.6K
|
2.62K
$880K
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-55- 2.98% |
$12.7K - $14.6K
|
1.79K
$600K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-57- 4.61% |
$13.1K - $15.2K
|
1.18K
$396K
|
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-58- 0.71% |
$13.4K - $15.4K
|
8.12K
$2.73M
|
|
|
Apr 13, 2022
Q1 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-60- 3.51% |
$13.8K - $16K
|
1.65K
$554K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-60Closed |
$13.8K - $16K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-60- 0.84% |
$13.8K - $16K
|
7.08K
$2.38M
|
|
|
May 11, 2022
Q1 2022
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-63- 1.54% |
$14.5K - $16.8K
|
4.03K
$1.35M
|
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-64- 1.03% |
$14.8K - $17K
|
6.14K
$2.06M
|