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 |
---|---|---|---|---|---|---|---|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-525- 8.69% |
$106K - $133K
|
5.52K
$1.81M
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-537- 0.46% |
$108K - $136K
|
115K
$37.8M
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-551- 4.05% |
$111K - $140K
|
13.1K
$4.29M
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-563- 7.6% |
$113K - $143K
|
6.85K
$2.25M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-564- 7.49% |
$113K - $143K
|
6.96K
$2.29M
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-567- 16.83% |
$114K - $144K
|
2.8K
$922K
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-593- 15.28% |
$119K - $150K
|
3.29K
$1.08M
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
SELL
|
- |
-594- 1.95% |
$119K - $150K
|
29.8K
$9.8M
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-611Closed |
$123K - $155K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-625Closed |
$126K - $158K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-642- 6.02% |
$129K - $163K
|
10K
$3.3M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-647Closed |
$130K - $164K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-666- 11.43% |
$134K - $169K
|
5.16K
$1.7M
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-676- 14.14% |
$136K - $171K
|
4.11K
$1.35M
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-683- 8.08% |
$137K - $173K
|
7.77K
$2.55M
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-697Closed |
$140K - $176K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-712Closed |
$143K - $180K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-724- 0.74% |
$146K - $183K
|
96.6K
$31.8M
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-733- 26.78% |
$147K - $186K
|
2K
$659K
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-736- 5.91% |
$148K - $186K
|
11.7K
$3.85M
|
|
Jul 25, 2022
Q2 2022
|
Corundum Group, Inc.
|
SELL
|
- |
-745- 5.89% |
$150K - $189K
|
11.9K
$3.91M
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-769- 0.31% |
$155K - $195K
|
249K
$81.9M
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-775- 0.14% |
$156K - $196K
|
555K
$183M
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-779- 23.68% |
$157K - $197K
|
2.51K
$826K
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-780- 2.46% |
$157K - $197K
|
30.9K
$10.2M
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-788- 11.13% |
$158K - $200K
|
6.29K
$2.07M
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-797- 8.11% |
$160K - $202K
|
9.03K
$2.97M
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
SELL
|
- |
-800Closed |
$161K - $203K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-809- 16.77% |
$163K - $205K
|
4.02K
$1.32M
|
|
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-809Closed |
$163K - $205K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Shanker Valleau Wealth Advisors, Inc.
|
SELL
|
- |
-810Closed |
$163K - $205K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-811Closed |
$163K - $205K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-813Closed |
$163K - $206K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-815Closed |
$164K - $206K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-821- 2.51% |
$165K - $208K
|
31.9K
$10.5M
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-822Closed |
$165K - $208K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-822Closed |
$165K - $208K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-825Closed |
$166K - $209K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-829Closed |
$167K - $210K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-830Closed |
$167K - $210K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-837Closed |
$168K - $212K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
SELL
|
- |
-837Closed |
$168K - $212K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-839- 1.02% |
$169K - $212K
|
81.6K
$26.8M
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-839Closed |
$169K - $212K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-841Closed |
$169K - $213K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
SELL
|
- |
-844Closed |
$170K - $214K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-846Closed |
$170K - $214K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
626 Financial, LLC
|
SELL
|
- |
-848Closed |
$170K - $215K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-856- 1.83% |
$172K - $217K
|
45.8K
$15.1M
|
|
Aug 02, 2022
Q2 2022
|
Hyman Charles D
|
SELL
|
- |
-858Closed |
$172K - $217K
|
0
$0
|