Purchases and Sales Made in Q2 2022 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-69- 0.65% |
$13.9K - $17.5K
|
10.5K
$3.46M
|
|
Aug 15, 2022
Q2 2022
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-72- 5.17% |
$14.5K - $18.2K
|
1.32K
$434K
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
SELL
|
- |
-74- 1.35% |
$14.9K - $18.7K
|
5.39K
$1.77M
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
SELL
|
- |
-75- 0.89% |
$15.1K - $19K
|
8.33K
$2.74M
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-76- 2.5% |
$15.3K - $19.2K
|
2.96K
$975K
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-77- 0.64% |
$15.5K - $19.5K
|
11.9K
$3.92M
|
|
Aug 03, 2022
Q2 2022
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-78- 1.05% |
$15.7K - $19.7K
|
7.32K
$2.41M
|
|
Jul 29, 2022
Q2 2022
|
Ti Trust, Inc
|
SELL
|
- |
-78- 2.13% |
$15.7K - $19.7K
|
3.58K
$1.18M
|
|
Jul 19, 2022
Q2 2022
|
Beacon Financial Group
|
SELL
|
- |
-78- 0.47% |
$15.7K - $19.7K
|
16.7K
$5.49M
|
|
Jul 25, 2022
Q2 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-78- 2.04% |
$15.7K - $19.7K
|
3.75K
$1.23M
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-80- 1.83% |
$16.1K - $20.3K
|
4.3K
$1.41M
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-80- 4.47% |
$16.1K - $20.3K
|
1.71K
$562K
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-81Closed |
$16.3K - $20.5K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-83- 0.17% |
$16.7K - $21K
|
49.5K
$16.3M
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-84- 3.09% |
$16.9K - $21.3K
|
2.64K
$868K
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-86- 1.44% |
$17.3K - $21.8K
|
5.9K
$1.94M
|
|
Jul 25, 2022
Q2 2022
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-87- 3.12% |
$17.5K - $22K
|
2.7K
$889K
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-90- 1.04% |
$18.1K - $22.8K
|
8.59K
$2.83M
|
|
Jul 29, 2022
Q2 2022
|
Kendall Capital Management
|
SELL
|
- |
-95- 6.95% |
$19.1K - $24.1K
|
1.27K
$418K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-96- 2.51% |
$19.3K - $24.3K
|
3.73K
$1.23M
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-100- 9.13% |
$20.1K - $25.3K
|
995
$327K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-100Closed |
$20.1K - $25.3K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-101- 0.75% |
$20.3K - $25.6K
|
13.3K
$4.37M
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-106- 2.03% |
$21.3K - $26.8K
|
5.11K
$1.68M
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-107- 11.4% |
$21.5K - $27.1K
|
832
$274K
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-107- 3.72% |
$21.5K - $27.1K
|
2.77K
$910K
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-107- 11.93% |
$21.5K - $27.1K
|
790
$260K
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-108- 1.65% |
$21.7K - $27.3K
|
6.44K
$2.12M
|
|
Jul 12, 2022
Q2 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-108- 1.0% |
$21.7K - $27.3K
|
10.7K
$3.51M
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-110- 3.52% |
$22.1K - $27.9K
|
3.02K
$993K
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-118- 2.61% |
$23.7K - $29.9K
|
4.4K
$1.45M
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-126- 0.24% |
$25.3K - $31.9K
|
52.3K
$17.2M
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-137- 4.48% |
$27.5K - $34.7K
|
2.92K
$960K
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
SELL
|
- |
-141- 1.77% |
$28.3K - $35.7K
|
7.81K
$2.57M
|
|
Aug 12, 2022
Q2 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-144- 6.52% |
$28.9K - $36.5K
|
2.06K
$679K
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-146- 0.23% |
$29.4K - $37K
|
63.6K
$20.9M
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-151- 2.26% |
$30.4K - $38.2K
|
6.53K
$2.15M
|
|
Aug 10, 2022
Q2 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-151- 4.75% |
$30.4K - $38.2K
|
3.03K
$996K
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-151- 42.9% |
$30.4K - $38.2K
|
201
$66.1K
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-153- 15.94% |
$30.8K - $38.7K
|
807
$265K
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-158- 0.66% |
$31.8K - $40K
|
23.8K
$7.82M
|
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-162- 7.41% |
$32.6K - $41K
|
2.02K
$666K
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-169- 7.19% |
$34K - $42.8K
|
2.18K
$718K
|
|
Jul 19, 2022
Q2 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-178- 8.07% |
$35.8K - $45.1K
|
2.03K
$667K
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-185- 7.86% |
$37.2K - $46.8K
|
2.17K
$713K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-188- 28.19% |
$37.8K - $47.6K
|
479
$158K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-195- 4.68% |
$39.2K - $49.4K
|
3.97K
$1.31M
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-200Closed |
$40.2K - $50.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-201- 73.63% |
$40.4K - $50.9K
|
72
$23.7K
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-203- 4.28% |
$40.8K - $51.4K
|
4.54K
$1.49M
|