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 11, 2022
Q2 2022
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2.3KNew |
$462K - $582K
|
2.3K
$756K
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
2.25K+ 7.58% |
$452K - $569K
|
31.9K
$10.5M
|
|
Aug 08, 2022
Q2 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
2.22K+ 19.77% |
$446K - $562K
|
13.5K
$4.42M
|
|
Aug 11, 2022
Q2 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.16K+ 5.56% |
$433K - $546K
|
40.9K
$13.5M
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
2.14KNew |
$430K - $541K
|
2.14K
$703K
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.06K+ 18.58% |
$415K - $522K
|
13.2K
$4.33M
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.05K+ 9.94% |
$413K - $520K
|
22.7K
$7.47M
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
2.05K+ 11.17% |
$413K - $520K
|
20.4K
$6.72M
|
|
Aug 08, 2022
Q2 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
2.03KNew |
$408K - $515K
|
2.03K
$668K
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
BUY
|
- |
2KNew |
$402K - $506K
|
2K
$658K
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.98K+ 116.03% |
$399K - $502K
|
3.69K
$1.21M
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.96K+ 15.41% |
$394K - $496K
|
14.7K
$4.83M
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.93KNew |
$387K - $488K
|
1.93K
$634K
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.93K+ 10.81% |
$387K - $487K
|
19.7K
$6.49M
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.89K+ 11.22% |
$380K - $479K
|
18.7K
$6.16M
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.89K+ 67.32% |
$380K - $478K
|
4.7K
$1.54M
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.89K+ 35.08% |
$379K - $477K
|
7.26K
$2.39M
|
|
Jul 19, 2022
Q2 2022
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.88KNew |
$378K - $477K
|
1.88K
$619K
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.87K+ 1.37% |
$377K - $474K
|
139K
$45.7M
|
|
Jul 22, 2022
Q2 2022
|
Forte Asset Management LLC
|
BUY
|
- |
1.86KNew |
$373K - $470K
|
1.86K
$610K
|
|
Aug 01, 2022
Q2 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.85KNew |
$372K - $468K
|
1.85K
$608K
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.82KNew |
$367K - $462K
|
1.82K
$600K
|
|
Aug 04, 2022
Q2 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
1.82KNew |
$366K - $462K
|
1.82K
$600K
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
1.72K+ 9.07% |
$345K - $435K
|
20.6K
$6.79M
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.7K+ 2.55% |
$342K - $430K
|
68.4K
$22.5M
|
|
Jul 08, 2022
Q2 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
1.63K+ 2.13% |
$328K - $413K
|
78.2K
$25.7M
|
|
Aug 09, 2022
Q2 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.63K+ 4.72% |
$328K - $413K
|
36.2K
$11.9M
|
|
Jul 21, 2022
Q2 2022
|
Ami Asset Management Corp
|
BUY
|
- |
1.62KNew |
$326K - $410K
|
1.62K
$533K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.59K+ 0.88% |
$320K - $404K
|
182K
$59.9M
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.58K+ 3.48% |
$318K - $400K
|
47K
$15.5M
|
|
May 23, 2024
Q2 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.57K+ 120.54% |
$315K - $397K
|
2.87K
$943K
|
|
Jul 13, 2022
Q2 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.53KNew |
$308K - $388K
|
1.53K
$504K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.51K+ 130.65% |
$303K - $382K
|
2.66K
$876K
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
1.5K+ 2.43% |
$302K - $380K
|
63.2K
$20.8M
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.5KNew |
$301K - $379K
|
1.5K
$492K
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.45KNew |
$291K - $367K
|
1.45K
$477K
|
|
Aug 12, 2022
Q2 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.45KNew |
$291K - $367K
|
1.45K
$477K
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.38K+ 275.6% |
$277K - $349K
|
1.88K
$618K
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.36K+ 17.86% |
$274K - $345K
|
8.99K
$2.96M
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.36KNew |
$273K - $344K
|
1.36K
$447K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.34KNew |
$269K - $338K
|
1.34K
$439K
|
|
Oct 08, 2022
Q2 2022
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.33KNew |
$268K - $338K
|
1.33K
$438K
|
|
Jul 01, 2022
Q2 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
1.32KNew |
$264K - $333K
|
1.32K
$433K
|
|
Jul 19, 2022
Q2 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.28K+ 0.24% |
$257K - $324K
|
527K
$173M
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1.28K+ 7.08% |
$256K - $323K
|
19.3K
$6.34M
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.27K+ 10.15% |
$256K - $322K
|
13.8K
$4.53M
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.24K+ 14.54% |
$249K - $313K
|
9.75K
$3.21M
|
|
Aug 12, 2022
Q2 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.24KNew |
$249K - $313K
|
1.24K
$407K
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.16KNew |
$234K - $294K
|
1.16K
$383K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.16K+ 8.24% |
$232K - $292K
|
15.2K
$4.99M
|