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 02, 2022
Q2 2022
|
Holistic Financial Partners
|
SELL
|
- |
-859Closed |
$173K - $217K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Scharf Investments, LLC
|
SELL
|
- |
-867Closed |
$174K - $220K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-868Closed |
$174K - $220K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-869Closed |
$175K - $220K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-875Closed |
$176K - $222K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
SELL
|
- |
-876Closed |
$176K - $222K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-882Closed |
$177K - $223K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-882Closed |
$177K - $223K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
SELL
|
- |
-887- 14.09% |
$178K - $225K
|
5.41K
$1.79M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-889Closed |
$179K - $225K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-894- 37.05% |
$180K - $226K
|
1.52K
$502K
|
|
|
Aug 03, 2022
Q2 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-900Closed |
$181K - $228K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-900- 9.69% |
$181K - $228K
|
8.39K
$2.77M
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-905Closed |
$182K - $229K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-905Closed |
$182K - $229K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Marshall Financial Group Inc
Doylestown, PA |
SELL
|
- |
-911- 11.55% |
$183K - $231K
|
6.98K
$2.31M
|
|
|
Jul 18, 2022
Q2 2022
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-914Closed |
$184K - $231K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-915Closed |
$184K - $232K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-915Closed |
$184K - $232K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-916Closed |
$184K - $232K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-919Closed |
$185K - $233K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-920Closed |
$185K - $233K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
SELL
|
- |
-925Closed |
$186K - $234K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
SELL
|
- |
-935Closed |
$188K - $237K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-938Closed |
$189K - $238K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-951Closed |
$191K - $241K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Vista Finance, LLC
|
SELL
|
- |
-954Closed |
$192K - $242K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-955Closed |
$192K - $242K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Rollins Financial
|
SELL
|
- |
-955Closed |
$192K - $242K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-957Closed |
$192K - $242K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-964- 1.22% |
$194K - $244K
|
77.9K
$25.7M
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-966- 0.62% |
$194K - $245K
|
156K
$51.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-970- 28.45% |
$195K - $246K
|
2.44K
$807K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1K- 2.27% |
$201K - $253K
|
43K
$14.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Gen Trust, LLC
|
SELL
|
- |
-1.01KClosed |
$203K - $256K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.03K- 6.39% |
$207K - $261K
|
15.1K
$5M
|
|
|
Dec 05, 2023
Q2 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-1.06K- 17.77% |
$212K - $267K
|
4.88K
$1.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.07KClosed |
$215K - $271K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.07K- 31.16% |
$216K - $272K
|
2.37K
$784K
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.09K- 5.09% |
$218K - $275K
|
20.2K
$6.68M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.12KClosed |
$224K - $282K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Fiduciary Counselling Inc
|
SELL
|
- |
-1.15K- 3.67% |
$231K - $291K
|
30.2K
$9.99M
|
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-1.18K- 12.5% |
$236K - $298K
|
8.23K
$2.72M
|
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.18KClosed |
$237K - $299K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.19K- 9.67% |
$238K - $300K
|
11.1K
$3.66M
|
|
|
Jul 12, 2022
Q2 2022
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.21KClosed |
$243K - $306K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-1.22K- 5.52% |
$246K - $309K
|
20.9K
$6.92M
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.23K- 6.63% |
$248K - $312K
|
17.4K
$5.75M
|
|
|
Aug 05, 2022
Q2 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-1.24K- 2.26% |
$249K - $314K
|
53.7K
$17.7M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.25K- 6.67% |
$251K - $317K
|
17.5K
$5.78M
|