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 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-2.96K- 3.68% |
$596K - $750K
|
77.5K
$25.5M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.99K- 1.26% |
$600K - $756K
|
234K
$76.8M
|
|
|
Jul 18, 2022
Q2 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-3.02K- 64.43% |
$607K - $765K
|
1.67K
$548K
|
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
SELL
|
- |
-3.1K- 0.76% |
$624K - $786K
|
406K
$134M
|
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-3.13K- 73.45% |
$630K - $793K
|
1.13K
$372K
|
|
|
Aug 15, 2022
Q2 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-3.15KClosed |
$632K - $797K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.59K- 5.06% |
$722K - $909K
|
67.3K
$22.1M
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.66K- 60.96% |
$735K - $926K
|
2.34K
$770K
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-3.69K- 12.0% |
$742K - $935K
|
27.1K
$8.91M
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-3.69K- 11.87% |
$742K - $935K
|
27.4K
$9.02M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.71KClosed |
$745K - $938K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.75K- 5.48% |
$754K - $949K
|
64.7K
$21.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-3.9K- 50.0% |
$783K - $986K
|
3.9K
$1.28M
|
|
|
Jul 18, 2022
Q2 2022
|
Brown Financial Advisory
|
SELL
|
- |
-4.13K- 5.58% |
$830K - $1.05M
|
69.9K
$23M
|
|
|
Feb 01, 2023
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-4.24K- 75.47% |
$852K - $1.07M
|
1.38K
$453K
|
|
|
Aug 08, 2022
Q2 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-4.24K- 75.47% |
$852K - $1.07M
|
1.38K
$453K
|
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-4.28K- 6.19% |
$860K - $1.08M
|
64.9K
$21.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Goldstein Munger & Associates
San Ramon, CA |
SELL
|
- |
-4.42K- 0.67% |
$888K - $1.12M
|
653K
$215M
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
SELL
|
- |
-4.45K- 3.19% |
$894K - $1.13M
|
135K
$44.4M
|
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-4.68K- 1.77% |
$942K - $1.19M
|
261K
$85.7M
|
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-4.82K- 11.36% |
$969K - $1.22M
|
37.6K
$12.4M
|
|
|
Aug 08, 2022
Q2 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-4.92K- 46.09% |
$989K - $1.25M
|
5.76K
$1.89M
|
|
|
Jul 28, 2022
Q2 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-5.05K- 51.47% |
$1.01M - $1.28M
|
4.76K
$1.56M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-5.21KClosed |
$1.05M - $1.32M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
SELL
|
- |
-5.25K- 51.93% |
$1.06M - $1.33M
|
4.86K
$1.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-5.36K- 71.56% |
$1.08M - $1.36M
|
2.13K
$701K
|
|
|
Jul 21, 2022
Q2 2022
|
Campion Asset Management
|
SELL
|
- |
-5.39K- 11.06% |
$1.08M - $1.37M
|
43.4K
$14.3M
|
|
|
Jul 26, 2022
Q2 2022
|
Bt Wealth Management LLC
|
SELL
|
- |
-5.41K- 1.47% |
$1.09M - $1.37M
|
362K
$119M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.45K- 6.14% |
$1.1M - $1.38M
|
83.3K
$27.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-5.67K- 4.44% |
$1.14M - $1.44M
|
122K
$40.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-5.83K- 20.56% |
$1.17M - $1.48M
|
22.5K
$7.4M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-6.22KClosed |
$1.25M - $1.58M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.3K- 5.1% |
$1.27M - $1.59M
|
117K
$38.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.34KClosed |
$1.27M - $1.6M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-6.81K- 1.88% |
$1.37M - $1.72M
|
355K
$117M
|
|
|
Jul 14, 2022
Q2 2022
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-6.83K- 4.55% |
$1.37M - $1.73M
|
143K
$47.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-6.85K- 56.92% |
$1.38M - $1.73M
|
5.19K
$1.71M
|
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-6.88KClosed |
$1.38M - $1.74M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.04K- 3.24% |
$1.42M - $1.78M
|
210K
$69.1M
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-7.13KClosed |
$1.43M - $1.81M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-7.14KClosed |
$1.43M - $1.81M
|
0
$0
|
|
|
Oct 16, 2023
Q2 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-7.58K- 6.59% |
$1.52M - $1.92M
|
107K
$35.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-8.03K- 44.59% |
$1.61M - $2.03M
|
9.97K
$3.28M
|
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-8.97K- 82.97% |
$1.8M - $2.27M
|
1.84K
$606K
|
|
|
Jul 22, 2022
Q2 2022
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-9.02K- 1.06% |
$1.81M - $2.28M
|
844K
$278M
|
|
|
Jul 21, 2022
Q2 2022
|
Belvedere Trading LLC
|
SELL
|
- |
-10.4KClosed |
$2.1M - $2.64M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
St. Louis Trust CO
|
SELL
|
- |
-10.5K- 6.99% |
$2.12M - $2.67M
|
140K
$46.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-11.3KClosed |
$2.26M - $2.85M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-11.3K- 85.59% |
$2.27M - $2.85M
|
1.9K
$625K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-11.4K- 27.26% |
$2.29M - $2.89M
|
30.4K
$10M
|