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
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.28KClosed |
$257K - $324K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.31KClosed |
$262K - $330K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-1.31K- 3.59% |
$263K - $331K
|
35.1K
$11.5M
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.31K- 0.75% |
$264K - $332K
|
173K
$56.8M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.37KClosed |
$274K - $346K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-1.37KClosed |
$276K - $348K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-1.39KClosed |
$279K - $351K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 45.52% |
$280K - $352K
|
1.67K
$548K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.45KClosed |
$291K - $367K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Brewster Financial Planning LLC
|
SELL
|
- |
-1.5K- 1.14% |
$301K - $379K
|
129K
$42.5M
|
|
|
Jul 22, 2022
Q2 2022
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-1.51K- 5.36% |
$303K - $381K
|
26.6K
$8.73M
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-1.53K- 1.88% |
$308K - $388K
|
79.8K
$26.2M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.55K- 5.2% |
$311K - $391K
|
28.2K
$9.27M
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
SELL
|
- |
-1.56K- 2.01% |
$313K - $394K
|
75.7K
$24.9M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.57K- 2.84% |
$315K - $397K
|
53.7K
$17.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.57K- 19.99% |
$316K - $398K
|
6.29K
$2.07M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 25.8% |
$317K - $400K
|
4.54K
$1.49M
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-1.62K- 1.86% |
$326K - $411K
|
85.5K
$28.1M
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
SELL
|
- |
-1.65K- 0.79% |
$332K - $418K
|
206K
$67.9M
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.71K- 2.23% |
$343K - $432K
|
74.8K
$24.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-1.71KClosed |
$344K - $434K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.74K- 10.73% |
$350K - $441K
|
14.5K
$4.77M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-1.76KClosed |
$353K - $444K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.77KClosed |
$355K - $448K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Xponance, Inc.
|
SELL
|
- |
-1.79K- 31.06% |
$360K - $454K
|
3.98K
$1.31M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.8K- 3.71% |
$362K - $456K
|
46.7K
$15.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.8K- 3.71% |
$362K - $456K
|
46.7K
$15.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.91K- 45.38% |
$384K - $484K
|
2.3K
$757K
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-1.91K- 7.58% |
$385K - $484K
|
23.3K
$7.67M
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.95KClosed |
$392K - $494K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-2.08K- 31.49% |
$419K - $527K
|
4.53K
$1.49M
|
|
|
Aug 15, 2022
Q2 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-2.1K- 28.77% |
$422K - $532K
|
5.2K
$1.71M
|
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.16K- 1.31% |
$433K - $546K
|
162K
$53.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-2.18K- 3.99% |
$438K - $552K
|
52.5K
$17.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-2.19K- 41.17% |
$439K - $553K
|
3.12K
$1.03M
|
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.24KClosed |
$450K - $567K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.27K- 41.36% |
$456K - $575K
|
3.22K
$1.06M
|
|
|
Jul 13, 2022
Q2 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-2.3K- 3.91% |
$462K - $581K
|
56.5K
$18.6M
|
|
|
Jul 18, 2022
Q2 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.31K- 65.98% |
$465K - $586K
|
1.19K
$392K
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2.32KClosed |
$466K - $587K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.34K- 60.19% |
$470K - $592K
|
1.55K
$508K
|
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
SELL
|
- |
-2.45KClosed |
$493K - $620K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-2.52K- 1.15% |
$506K - $637K
|
217K
$71.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.54K- 41.13% |
$511K - $644K
|
3.64K
$1.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.57K- 10.89% |
$517K - $651K
|
21K
$6.92M
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.61K- 4.07% |
$525K - $661K
|
61.5K
$20.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-2.67K- 1.54% |
$537K - $676K
|
170K
$56M
|
|
|
Aug 15, 2022
Q2 2022
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-2.82KClosed |
$567K - $714K
|
0
$0
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.83K- 32.89% |
$569K - $716K
|
5.77K
$1.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.92K- 3.19% |
$587K - $739K
|
88.7K
$29.2M
|