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 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-204- 11.26% |
$41K - $51.7K
|
1.61K
$529K
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-210- 3.24% |
$42.2K - $53.2K
|
6.28K
$2.06M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-232- 5.04% |
$46.6K - $58.7K
|
4.37K
$1.44M
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
SELL
|
- |
-233- 2.82% |
$46.8K - $59K
|
8.03K
$2.64M
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-238- 7.16% |
$47.8K - $60.3K
|
3.09K
$1.01M
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
SELL
|
- |
-256- 1.24% |
$51.5K - $64.8K
|
20.4K
$6.7M
|
|
Aug 10, 2022
Q2 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-258- 9.55% |
$51.9K - $65.3K
|
2.44K
$804K
|
|
Jul 29, 2022
Q2 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-261- 0.6% |
$52.5K - $66.1K
|
43.2K
$14.2M
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-264- 1.87% |
$53.1K - $66.8K
|
13.9K
$4.57M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-271- 6.54% |
$54.5K - $68.6K
|
3.87K
$1.27M
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-271- 1.05% |
$54.5K - $68.6K
|
25.5K
$8.39M
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-280- 6.3% |
$56.3K - $70.9K
|
4.16K
$1.37M
|
|
Jul 25, 2022
Q2 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-284- 3.58% |
$57.1K - $71.9K
|
7.66K
$2.52M
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-292- 4.43% |
$58.7K - $73.9K
|
6.3K
$2.07M
|
|
Jul 28, 2022
Q2 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-293- 3.4% |
$58.9K - $74.2K
|
8.33K
$2.74M
|
|
Jul 13, 2022
Q2 2022
|
Omega Financial Group, LLC
|
SELL
|
- |
-297- 0.81% |
$59.7K - $75.2K
|
36.6K
$12M
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-300- 21.43% |
$60.3K - $76K
|
1.1K
$362K
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-305- 0.59% |
$61.3K - $77.2K
|
51.8K
$17M
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-306- 37.36% |
$61.5K - $77.5K
|
513
$169K
|
|
Jul 15, 2022
Q2 2022
|
Capital City Trust CO
|
SELL
|
- |
-310- 3.35% |
$62.3K - $78.5K
|
8.95K
$2.94M
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-314- 22.89% |
$63.1K - $79.5K
|
1.06K
$348K
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-315- 1.19% |
$63.3K - $79.8K
|
26.2K
$8.62M
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-315- 2.63% |
$63.3K - $79.8K
|
11.7K
$3.84M
|
|
Jul 25, 2022
Q2 2022
|
Brightworth
|
SELL
|
- |
-316- 5.0% |
$63.5K - $80K
|
6.01K
$1.98M
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-320Closed |
$64.3K - $81K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-321- 7.74% |
$64.5K - $81.3K
|
3.82K
$1.26M
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-332- 0.34% |
$66.7K - $84.1K
|
97.8K
$32.2M
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-340- 10.14% |
$68.4K - $86.1K
|
3.01K
$991K
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-345- 2.25% |
$69.4K - $87.4K
|
15K
$4.92M
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-345- 0.68% |
$69.4K - $87.4K
|
50.2K
$16.5M
|
|
Jul 11, 2022
Q2 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-345- 8.61% |
$69.4K - $87.4K
|
3.66K
$1.2M
|
|
Jul 22, 2022
Q2 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-345- 0.69% |
$69.4K - $87.4K
|
49.5K
$16.3M
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-346- 17.51% |
$69.6K - $87.6K
|
1.63K
$536K
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-365- 10.0% |
$73.4K - $92.4K
|
3.29K
$1.08M
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-377- 22.88% |
$75.8K - $95.5K
|
1.27K
$418K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-383- 19.44% |
$77K - $97K
|
1.59K
$522K
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-385Closed |
$77.4K - $97.5K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-386- 1.21% |
$77.6K - $97.7K
|
31.4K
$10.3M
|
|
Aug 08, 2022
Q2 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-389- 1.1% |
$78.2K - $98.5K
|
35K
$11.5M
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-390- 5.51% |
$78.4K - $98.7K
|
6.69K
$2.2M
|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-399- 0.51% |
$80.2K - $101K
|
78.1K
$25.7M
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-400Closed |
$80.4K - $101K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-405- 0.94% |
$81.4K - $103K
|
42.5K
$14M
|
|
Jul 21, 2022
Q2 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-428- 26.35% |
$86K - $108K
|
1.2K
$393K
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-448- 0.39% |
$90.1K - $113K
|
115K
$37.7M
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-448- 2.06% |
$90.1K - $113K
|
21.3K
$7M
|
|
Aug 05, 2022
Q2 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-456- 0.84% |
$91.7K - $115K
|
53.8K
$17.7M
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-497- 1.42% |
$99.9K - $126K
|
34.6K
$11.4M
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
SELL
|
- |
-509- 2.58% |
$102K - $129K
|
19.2K
$6.32M
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-522- 9.84% |
$105K - $132K
|
4.79K
$1.57M
|