Purchases and Sales Made in Q4 2021 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-104- 0.39% |
$25.1K - $27.7K
|
26.4K
$8.43M
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-108Closed |
$26.1K - $28.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-111- 2.39% |
$26.8K - $29.5K
|
4.54K
$1.45M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-113- 11.13% |
$27.3K - $30.1K
|
902
$288K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-116- 0.33% |
$28K - $30.9K
|
34.9K
$11.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-119- 4.25% |
$28.7K - $31.7K
|
2.68K
$857K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-119- 0.29% |
$28.7K - $31.7K
|
40.6K
$13M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-120- 4.53% |
$29K - $31.9K
|
2.53K
$808K
|
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-120- 0.65% |
$29K - $31.9K
|
18.3K
$5.86M
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-123- 0.75% |
$29.7K - $32.7K
|
16.3K
$5.22M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-125- 8.72% |
$30.2K - $33.3K
|
1.31K
$418K
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
SELL
|
- |
-125- 1.67% |
$30.2K - $33.3K
|
7.35K
$2.35M
|
|
|
Feb 09, 2022
Q4 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-128- 0.87% |
$30.9K - $34.1K
|
14.6K
$4.66M
|
|
|
Mar 31, 2022
Q4 2021
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-130- 1.61% |
$31.4K - $34.6K
|
7.93K
$2.53M
|
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-130- 2.46% |
$31.4K - $34.6K
|
5.15K
$1.65M
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-131Closed |
$31.6K - $34.8K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-134- 0.62% |
$32.3K - $35.6K
|
21.5K
$6.87M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-137- 2.74% |
$33.1K - $36.4K
|
4.86K
$1.55M
|
|
|
Jan 19, 2022
Q4 2021
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-138- 2.74% |
$33.3K - $36.7K
|
4.9K
$1.56M
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-145- 1.66% |
$35K - $38.6K
|
8.6K
$2.75M
|
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-150- 11.54% |
$36.2K - $39.9K
|
1.15K
$367K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-154- 15.88% |
$37.2K - $41K
|
816
$261K
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-154- 4.55% |
$37.2K - $41K
|
3.23K
$1.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-157- 0.11% |
$37.9K - $41.8K
|
138K
$43.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-159- 0.05% |
$38.4K - $42.3K
|
300K
$95.9M
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-167- 21.22% |
$40.3K - $44.4K
|
620
$198K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-170- 86.73% |
$41K - $45.2K
|
26
$8.31K
|
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-174- 6.49% |
$42K - $46.3K
|
2.51K
$801K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-176- 2.62% |
$42.5K - $46.8K
|
6.53K
$2.09M
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-178- 0.2% |
$43K - $47.4K
|
90.5K
$28.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-180- 1.04% |
$43.4K - $47.9K
|
17.1K
$5.47M
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-183- 2.87% |
$44.2K - $48.7K
|
6.2K
$1.98M
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-192- 1.33% |
$46.3K - $51.1K
|
14.3K
$4.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-193Closed |
$46.6K - $51.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-194- 0.37% |
$46.8K - $51.6K
|
52.7K
$16.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-200- 2.35% |
$48.3K - $53.2K
|
8.31K
$2.66M
|
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-202- 0.8% |
$48.7K - $53.7K
|
25.1K
$8.02M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-207Closed |
$50K - $55.1K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-210- 13.99% |
$50.7K - $55.9K
|
1.29K
$412K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-211- 1.01% |
$50.9K - $56.1K
|
20.8K
$6.64M
|
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
SELL
|
- |
-216- 0.85% |
$52.1K - $57.5K
|
25.2K
$8.06M
|
|
|
Feb 08, 2022
Q4 2021
|
Robinson Capital Management, LLC
|
SELL
|
- |
-220Closed |
$53.1K - $58.5K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-221- 0.12% |
$53.3K - $58.8K
|
190K
$60.8M
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-226- 5.1% |
$54.5K - $60.1K
|
4.21K
$1.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-229Closed |
$55.3K - $60.9K
|
0
$0
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-243- 0.57% |
$58.6K - $64.6K
|
42.7K
$13.6M
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-244- 14.9% |
$58.9K - $64.9K
|
1.39K
$445K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
SELL
|
- |
-245- 6.14% |
$59.1K - $65.2K
|
3.75K
$1.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-245Closed |
$59.1K - $65.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-248- 7.16% |
$59.8K - $66K
|
3.21K
$1.03M
|